Who we are: Capita is an RIA firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. Job: Full-time: Monday-Friday, 9 am-5 pm Location: Draper, UT Job Overview: As a manager of advisors, you'll coach and manage a team of Capita Wealth Advisors. In this role, you will champion advisor development, drive business outcomes, and ensure compliance with regulatory standards. The Purpose of Your Role The Advisor Manager is an essential member of the leadership team at Capita and has key responsibility over a team of Wealth Advisors. Their primary responsibility is to lead, coach, and develop the team to drive exceptional client experiences and build lifetime relationships with our clients. The Skills You Bring * Your outstanding mentoring and leadership skills, and ability to empower the team to grow and develop * Your ability to balance leadership and supervisory responsibilities * Your ability to partner with peers to maintain a culture of collaboration, success, and reward * Your experience with regulatory and compliance practices and rules * Your relationship expertise, leading with empathy and enhancing team cohesion The Value You Deliver * Coaching and developing a team of advisors to deliver an outstanding experience to our clients * Enabling your team to complete various internal items used to track the consistency of communication with clients * Partnering with advisors to build personalized plans that support their development towards career goals * Being coachable, collaborative, and curious are your "go-to" attributes Qualifications: * Minimum 2-4 years of experience in the financial services industry, including 1+ years of leadership or supervisory experience * Proven track record in sales or business development within a financial services environment * Excellent coaching, performance management, and communication skills * Strong technical aptitude and proficiency in CRM systems, workflow tools, and Microsoft Office Suite and Google Suite * Bachelor's degree or equivalent work experience Experience: * Previous management or leadership experience in financial services is a plus * Demonstrated ability to drive team culture, morale, and performance * Strong emotional intelligence and conflict management skills * Agile, solutions-oriented mindset with a passion for process improvement and client satisfaction * Ability to navigate and lead in a fast-paced, client-centric environment Certifications: * Financial designations are preferred but not mandatory * Series 65 is required within 1 year of hire. We offer competitive pay and a great opportunity for learning and growth. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long Term Disability all paid by Capita! 401 (k) plan with company match after 6 months of employment. Paid time off and 12 paid holidays! The safety and security of our employees and our clients is our top priority. All offers of employment at Capita Financial are contingent upon a clear background check.