Business Development Coordinator, Wealth Management

Business Development Coordinator, Wealth Management

Austin, TX | Remote, Austin based, with occasional in person work

We're hiring a Business Development Coordinator to run the prospect pipeline for a wealth management firm in Austin: inbound lead response, booking and scheduling meetings, follow up outreach, CRM, and sales meeting prep.

We’re moving quickly on this hire. Applications close on Friday, October 30, 2026 and we plan to extend an offer before January 1, 2027.

Our leads come to us inbound. You'll respond fast, qualify them, and stay with every lead who hasn't booked or falls off the calendar until they're back on it.

This is a client development role for someone who loves the phone, owns a process end to end, and gets energy from turning a new lead into a well prepared, well attended meeting.

You will own the prospect journey at Socha Capital: from the moment a lead comes in, through screening, scheduling, meeting preparation, notes and follow up, document requests, and signed paperwork. You will also run the CEO's calendar so his time goes to the meetings that matter most. If you want to be measured, rewarded for results, and trusted with work that directly drives the firm's growth, keep reading.

Socha Capital is a multi family office advisory firm serving entrepreneurs, business builders, and executives, with aggregate client value of more than $5 billion. Our clients expect precision and exceptional execution, and so do we.

Everything we do runs on four core values:

• Growth: we demand more of ourselves than anyone else would, and we improve every quarter.
• Communication: we over communicate, raise issues early, and bring solutions, not problems.
• Reliability: we do what we say we will do, every time.
• Respect: we treat clients and each other with respect, and we are hard on performance, never on people.

• Respond to every new lead the same business day, phone first, then text and email.
• Conduct screening calls to gather key facts (goals, timing, income, liquidity, and situation) so the CEO walks into every meeting prepared.
• Reach out persistently to leads who haven't booked or who fell off the calendar until they are back on it or clearly closed out.

• Book and schedule every prospect and sales meeting, turning qualified leads into meetings on the CEO's calendar, and manage his overall calendar using our Calendar Logic SOP.
• Confirm every meeting through a sequence of calls, texts, and emails so show rates stay high and last-minute changes are rare.
• Block time on the CEO's calendar for the homework each meeting requires, with everything he needs attached.

• Build and maintain a prospect folder for every lead.
• Prepare a concise brief before each sales meeting: who they are, what they need, what was discussed before, and what Jeff must decide or deliver.

• Process notes from every prospect meeting within 24 hours, using AI tools where approved.
• Pull out the specific data points, pain points, and open questions that shape the next conversation, and feed them into the next prep brief and the CRM.

• Own every follow up after a meeting: next steps, promised materials, and reminders.
• Request, track, and organize prospect documents, chasing each until it is received and filed.
• Prepare and send Docu Sign packages and track them to completion.
• Keep filing organized so anyone on the team can find anything in seconds.

• Keep Redtail current every day: every call, meeting, note, document, and next step logged.
• Report weekly on the pipeline: leads received, contacted, booked, held, and advanced.

• Turn lessons into SOPs kept in one live…