Business Development and Operations Associate | Multi Family Office (RIA)

Turn Research Into Revenue.You’re not looking for busy work. You’re looking for leverage — a role that puts you next to a CEO closing eight-figure clients.At Socha Capital, we’re building a next-generation Multi-Family Office for entrepreneurs and executives. You’ll work directly with our Founder & CEO — a 20-year industry veteran — to drive business development, optimize sales systems, and expand visibility.If you’re smart, detail-obsessed, and hungry for growth, this is where you turn potential into mastery.What You’ll Own (Hands-On Impact)This is a fast-paced, strategic partnership role that combines prospect research, sales support, and operational precision.Sales Partnering: Work directly with the CEO on prospect meetings, organize insights, coordinate next steps, and help turn conversations into lasting client relationshipsCRM Mastery: Manage and optimize CRM data, pipeline tracking, and performance reporting Affiliate Growth: Strengthen strategic partnerships; expand affiliate and referral programsVisibility Boost: Secure podcasts, speaking engagements, and visibility opportunities Marketing & Operations: Support client onboarding, outreach campaigns, and SEC-compliant documentationProcess Improvement: Streamline reporting, workflows, and automations to increase efficiencyThis role sits at the intersection of research, sales, and strategy — perfect for someone ready to move from operational execution into client-facing impact.Who Thrives HereYou’re resourceful, analytical, and calm under pressure. You love building order out of chaos — and then making that system perform.You are likely to have:2–4 years in business development, sales support, or operations in financial services, RIA, fintech, or consultingStrong research and analytical skills; you see patterns others missRelentless attention to detail and precision in data or CRM systemsConfident communication with C-suite leaders and high-net-worth clientsTechnical fluency with CRM software (Salesforce, Redtail, HubSpot) and ExcelCuriosity about finance, entrepreneurship, and systems optimizationWhy Join Socha CapitalThis is not an assistant job. It’s a career accelerator for someone who wants to master the business of high-net-worth wealth management.Elite Mentorship: Work side-by-side with a CEO known for client acquisition masteryReal Growth Trajectory: Move toward leadership in business development, affiliates, or marketing within 12 monthsUncapped Upside: Competitive base + bonuses tied to pipeline successRemote Flexibility: Performance-driven culture with full autonomyImpact & Culture: No bureaucracy. High integrity. Real results.Compensation & Benefits$100K+ OTE (Base + Uncapped Bonuses)Health, 401(k) match, and family benefitsUnlimited PTORapid career advancement in a scaling firmCore SkillsProspect Research • HNW Lead Generation • CRM Management • Sales Call Strategy • Affiliate Partnerships • Process Improvement • Financial Services • Wealth Management Sales • Marketing CoordinationEqual Opportunity: We hire based on integrity, intelligence, and drive. Compensation varies by experience, skill, and location.