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Curi Capital · 1 month ago

Technology Solutions Generalist

Chicago, Chicago, IL, US

Full-time

Hybrid

Mid Level

$75K/yr - $100K/yr

3+ years exp

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago. The Technology Solutions Generalist will manage projects and execute tasks that support the firm’s technical infrastructure and business objectives, focusing on workflow automation and data management.

Financial Services

Responsibilities

Creates, monitors, and evaluates IT processes

Partners with teams to fully automate manual processes and workarounds

Contributes to the support and optimization of platform interoperability and efficiency

Supports, maintains, and optimizes critical 3rd Party Systems, including Advent APX/Moxy, and Envestnet Tamarac

Manages and evolves document management solutions, including OneDrive and SharePoint

Collaborates with the IT Team to promote firmwide initiatives, including data integrity, cybersecurity, and technical best practices

Communicates and solves issues across all business units and teams

Performs other related duties as assigned by management

Qualification

RIA industry experienceAdvent APX/MoxyEnvestnet TamaracSalesforce Financial Services CloudMicrosoft SQL ServerTableauData integration skillsSelf-management skillsBusiness Intelligence knowledgeWritten communicationVerbal communicationOrganization skills

Required

Bachelor's Degree from four-year college or university, or two to three years of related experience and/or training, or equivalent combination of education and experience

Experience working in the RIA industry utilizing industry-related software, including Advent APX/Moxy, Envestnet Tamarac, Salesforce Financial Services Cloud, and Microsoft Office Suite

Proven success implementing third party platforms and managing vendor deliverables

Strong data integration skills between different systems and applications

Strong written and verbal communication skills

Strong work ethic, organization, and self-management skills

Knowledge and interest in Business Intelligence, and database design and management, including Microsoft SQL Server and Tableau