Advisory Department Leader: Build Teams & Strategy

Capita Financial Network; Draper (UT); On-site; USD 85,000 - 120,000; Full time

Job summary

Capita Financial seeks a seasoned manager to join our Advisory Department and share leadership with existing directors. The role will oversee one or more of Advisors, Relationship Managers, or the Central Planning Team, shaping how we deliver financial planning and client experiences.

We value 3–5+ years of direct management, industry experience, and a track record of collaborating across teams. Compensation targets will vary with leadership scope, and a background check is required.

Qualifications

• 3–5+ years of direct management experience.
• Experience in financial services preferred.
• Project management experience a plus.

Responsibilities

• Oversee one or more of Advisors, Relationship Managers, or the Central Planning Team.
• Collaborate with leadership to align teams with Capita's standards.
• Define and implement workload distribution and performance metrics.

Skills

Direct management

Leadership

Financial services

Job description

Capita Financial seeks a seasoned manager to join our Advisory Department and share leadership with existing directors. The role will oversee one or more of Advisors, Relationship Managers, or the Central Planning Team, shaping how we deliver financial planning and client experiences.

We value 3–5+ years of direct management, industry experience, and a track record of collaborating across teams. Compensation targets will vary with leadership scope, and a background check is required.