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© All Rights Reserved. ApplyBlast.com
Capita Financial Network
The Sales Operations Associate operates as the engine behind Capita Financial Network's client acquisition, managing and optimizing the inbound sales process. This role involves coordinating outreach campaigns, qualifying prospective clients, and ensuring efficient handoffs to financial advisors while maintaining CRM data integrity.
Capita Financial Network is a Utah-based financial planning firm that delivers comprehensive, client-focused wealth and retirement planning for individuals, families, and business owners. Their services include investment management, income and retirement planning, estate and tax planning, Social Security optimization, Medicare and insurance guidance, and charitable giving strategies. Capita emphasizes a diversified investment approach and coordinated planning across specialists to protect retirement income, minimize taxes, and preserve wealth for loved ones. Prospective clients can connect by phone or through their online Get Started process and review client-focused case studies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Capita Financial Network.
Capita Financial Network didn’t post a salary, so this is our estimate from similar listings.