Wealth Advisory Team Lead

Capita Financial Network, LLC; Draper (UT); On-site; USD 90,000 - 160,000; Full time

Job summary

Capita Financial Network, LLC, a fast-growing RIA, seeks a manager to share workload and join a leadership team. The role will oversee one or more of Advisors, Relationship Managers, or the Central Planning Team, depending on experience and fit.

The company emphasizes collaboration and strategic planning to enhance client outcomes. Selected candidates will discuss team scope and specific responsibilities during the onboarding process, with compensation targets varying by experience and scope of

Qualifications

• 3-5+ years of direct management experience preferred.
• Industry experience in financial services is valued.
• Project management experience is a plus.
• Financial Advisor experience is considered an asset.

Responsibilities

• Oversee one or more roles: Advisors, Relationship Managers, or Central Planning Team.
• Define scope and align team responsibilities with Capita's goals.

Skills

Direct management experience

Industry experience

Project management

Financial Advisor experience

Job description

Capita Financial Network, LLC, a fast-growing RIA, seeks a manager to share workload and join a leadership team. The role will oversee one or more of Advisors, Relationship Managers, or the Central Planning Team, depending on experience and fit.

The company emphasizes collaboration and strategic planning to enhance client outcomes. Selected candidates will discuss team scope and specific responsibilities during the onboarding process, with compensation targets varying by experience and scope of