Business Development Assistant

Socha Capital; United States; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Unlimited PTO

Health benefits

401(k) matching

Leadership training

Flexible work hours

Job summary

A high-growth financial advisory firm is seeking a Business Development Assistant to work remotely while collaborating with visionary entrepreneurs. This entry-level role focuses on building relationships and managing high-impact projects, with opportunities for unlimited growth and exceptional performance bonuses. Ideal candidates will have sales or client success experience, a relevant degree, and the ambition to thrive in a fast-paced environment.

Qualifications

• At least 2 years of experience in sales operations or business development.
• Experience working in financial services or professional services environments.
• Ability to communicate confidently with high-net-worth individuals and executives.
• Experience managing multiple high-stakes projects.
• Comfortable with operationalizing data-driven processes.

Responsibilities

• Work with visionary clients in a high-growth environment.
• Build a network of successful entrepreneurs.
• Manage high-stakes projects and turn complex problems into solutions.
• Learn directly from a CEO in the wealth management industry.
• Elevate the success of clients and the firm.

Skills

Sales operations

Client success

Leadership

Project management

Tech-savvy

Education

Bachelor’s degree in business, finance, marketing, or related field

Tools

Microsoft Office

Redtail

AI tools

Job description

Join to apply for the Business Development Assistant role at Socha Capital.

Compensation: Total On Target Earnings is $100,000+

This Is Not Your Average Business Development Role – This Is Your Career Game-Changer.

If you want to take everything you could learn in an entire career and compress it into an experience that will fast-track your success, we want you. Our Founder is going to take 20 years of everything he has learned about sales and teach it to you in five. That’s the kind of opportunity we’re offering. This is firsthand learning from the CEO not some no name at some no name desk. What you will get out of this is five years from now you’ll be semi bulletproof, and you can punch your own ticket wherever you want to go. Change the financial trajectory of your life.

This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance.

We’re a very high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients aren’t just high-net-worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need rockstar Business Development Assistants to lead the charge.

Ready to be part of something extraordinary? Here’s what’s waiting for you:

What Makes This Role Insanely Exciting

• Work with the Best of the Best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possible. These clients are ambitious, dynamic, and demand the best from everyone around them. No “boring” clients here.
• Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. Be part of a team that values results over micromanagement.
• Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. You’ll be helping build something from the ground up. This is your chance to truly make an impact.
• Sky’s the Limit Compensation: You won’t just be rewarded for your efforts; you’ll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is virtually unlimited. The more you put in, the more you’ll get out.

What You Need to Bring to the Table

• Deep Expertise: You have worked in financial services or professional services—ideally within an RIA—and understand the pace, pressure, and professionalism those environments demand. You also bring at least 2 years of experience in sales operations, business development, or client success roles in a high-performance team. You’ve worked with people who are already successful, and you know how to elevate them even further. Are you mission aligned with changing the lives of entrepreneurs to have a greater impact in the world?
• Credentials That Matter: You’ve built and scaled sales programs, partnership initiatives, and channel strategies – with results to show for it. You hold a bachelor’s degree in business, finance, marketing, or a related field. More importantly, it’s your experience – and your results – that set you apart. Are you a creative problem solver finding unique opportunities?
• Leadership Skills: You’re a leader who communicates confidently with high-net-worth individuals, business owners, and senior executives. You don’t wait to be told what to do. Do you self-select into hardship? Do you bring a different dimension of thinking?
• Project Management Genius: You manage multiple high-stakes projects, keep everything on track, and turn complex problems into clear, actionable solutions. You thrive under pressure and understand precision matters.
• Tech-Savvy: You’re comfortable with Microsoft Office, Redtail, and the latest AI tools. You know how to operationalize a data-driven process to drive results and adapt to new tools quickly.

What’s in It For You?

• Competitive Base Salary + Unmatched Bonuses: Compensation reflects your value with a competitive salary plus generous performance bonuses.
• Endless Growth Opportunities: Rapid firm growth with leadership training and career advancement.
• Maximize Professional & Personal Life: Unlimited PTO and remote work flexibility to support balance.
• Competitive Benefits: Health benefits, 401(k) matching, and more.

Why This Firm?

This isn’t just another job. This is an opportunity to build something that matters. We’re changing how financial planning is done, serving visionary clients who demand innovation, and we’re looking for someone willing to work hard because the rewards are huge.

This firm isn’t for everyone. If you’re seeking a traditional corporate gig with predictable hours and low stakes, this isn’t the place for you. If you’re ready to work hard, learn from the best, and help build something world-changing, we’d love to talk to you.

Are your values aligned enough to put in the work? Have you chosen intensity in your life?

Apply now and take your career to a level you’ve only dreamed of.

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities.

Final compensation may vary based on factors such as experience, skills, and geographic cost-of-labor differentials.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Business Development and Sales

We removed extraneous postings and boilerplate to focus on the role’s responsibilities and requirements.