Operations Assistant (Business Development)
Capital Investment Advisors
About this role
Capital Investment Advisors (CIA) is seeking an Operations Assistant to support its Business Development team. The role involves managing Salesforce pipeline data, coordinating event logistics, providing administrative support, and ensuring process consistency to help the team effectively serve prospects and clients.
Skills
Qualifications
About Capital Investment Advisors
yourwealth.comCapital Investment Advisors is an Atlanta-based, fee-only investment management firm that specializes in retirement income planning. The firm offers comprehensive financial planning, retirement planning, and wealth management services focused on creating reliable income streams for retirees. As a fee-only advisor they emphasize fiduciary, conflict-free advice and transparent fee structures. They serve individuals and families with tailored portfolios and ongoing wealth-management support through a mid-sized team (listed as 51–200 employees).
About Capital Investment Advisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Capital Investment Advisors.
Salary
$40k – $50k
per year