Marketing and Events Coordinator

Title

Marketing and Events Coordinator

Location

Chicago, Illinois

This is a hybrid role located in our HDQ office in Downtown Chicago - One North Wacker Drive, Suite 3500. Team members are expected to come into the office three days a week.

About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

The Role

We are looking for a detail-oriented, creative problem solver who thrives on juggling multiple projects and making things happen. In this role, you'll be the driving force behind marketing initiatives that bring the Curi Capital brand to life for clients, employees, and prospects. From coordinating in-person events and webinars to managing website and content updates and supporting the day-to-day implementation of our marketing goals, you'll play a hands-on role in shaping how we connect and communicate. If you love collaborating across teams, staying organized, and finding smart solutions, this is your opportunity to make a real impact.

Key Responsibilities

• Coordinate events and webinars:
• Launch and manage an event platform (e.g., Cvent).
• Organize external client and prospect events (venue contracts, catering, AV).
• Curate lists in Salesforce CRM; send invitations; manage RSVPs.
• Support presenters and facilitate monthly webinars via Zoom.
• Assist with internal events such as company-wide meetings and partner gatherings.
• Manage the Curi Capital website using WordPress (posting content, updating stats, etc.).
• Build and send emails in Pardot to support advisory teams; maintain accurate data in Salesforce CRM.
• Contribute to content creation, including articles for our annual magazine INVESTED, employee profiles, and other marketing materials.
• Oversee branded collateral inventory and ordering across offices (business cards, merchandise, event materials).
• Share company updates on SharePoint and assist with employee onboarding/offboarding (bios, website listings).
• Support data hygiene in Salesforce CRM and provide backup for teammates on miscellaneous projects.
• Perform other related duties as assigned.

Key Skills

• Exceptional attention to detail and strong project management abilities.
• Excellent verbal and written communication skills.
• Ability to interact effectively with all levels of management.
• Strong work ethic, self-management, and multitasking capabilities.
• Can-do attitude: you enjoy doing whatever needs to be done and helping others succeed.
• Ability to leverage AI tools (e.g., ChatGPT) to jumpstart and expedite projects.

Key Qualifications

• Bachelor's degree from a four-year college or university.
• 1–4 years of related experience.
• Proficiency in Microsoft Office Suite, Zoom, Salesforce, and WordPress.
• Familiarity with marketing platforms such as Pardot and event management tools (e.g., Cvent) preferred.

Compensation

• Base Salary: $65,000 - $70,000 plus annual bonus
• The base salary will be commensurate with an individual's work experience and educational background.

Why Join Us?

At Curi Capital, we believe in empowering our team to think creatively, take initiative, and make an impact. You'll work in a collaborative environment where your ideas matter and your contributions help shape the future of our brand. If you're ready to roll up your sleeves and bring energy, innovation, and precision to everything you do, we'd love to meet you.

Our Values:

• ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
  
  CURIOSITY: We ask and listen, stay curious, and are eager to learn.
  
  TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
  
  INCLUSION: We respect, recognize, and encourage the differences that make us stronger—we are better together.
  
  Built ON a …
  
  SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.