Wealth Management Prospecting & Scheduling Specialist — Remote
Austin, Travis County, Texas, 78716, USA
Listed on 2026-11-05
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Sales
Appointment Setter/ Scheduler
Socha Capital in Austin, TX, is seeking a Business Development Coordinator to manage the prospect pipeline for wealth management. You will handle inbound lead response, booking and scheduling meetings, follow-up outreach, CRM updates, and meeting prep, with remote flexibility and occasional in-person work.
You will own the prospect journey from lead to documents, coordinate the CEO's calendar, build prep briefs, and drive growth through strong communication and reliability.
This role, Wealth Management Prospecting & Scheduling Specialist — Remote at Socha Capital, could be your next move.
We invite applications for the Wealth Management Prospecting & Scheduling Specialist — Remote position located in Austin, TX, United States.
The following opportunity is for a Wealth Management Prospecting & Scheduling Specialist — Remote with Socha Capital.
Our group is growing, and we are hiring a Wealth Management Prospecting & Scheduling Specialist — Remote in Austin, TX, United States.
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