Hiring: Manager, Advisor Success & Growth Company: Summit Global Investments Location: Bountiful, UT Job Posted Time: 2026-09-12 12:37:20 Target Skills & Keywords : REST About the job Experience: •5+ years of relevant experience preferred (financial services, advisor relations, or coaching/practice management) Required Skills: •Individual advisor guide work (50% of role) •Identify and prioritize Private Wealth advisors where direct coaching and support will have the greatest impact •Serve as a trusted partner for those advisors, maintaining regular communication and ongoing engagement through structured coaching sessions •Act as a liaison between those advisors and internal teams (Operations, Investments, Technology, Marketing) to resolve issues that affect service and growth •Deliver white glove support and help advisors build practice growth plans, driving overall adoption of SGI's internal CRM •Model the standard for what "great" looks like for the rest of the team •Team management (50% of role) •Manage the Advisor Guides' day to day workflow, caseload distribution, and quality Qualifications: •Bachelor's degree required •Previous people management experience preferred •Strong communication and relationship-management skills •Strong working in cross functional teams •Operational familiarity with CRM platforms and investment/advisory operations a plus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!