Teams at Socha Capital

Own the wealth management prospect pipeline from inbound lead response through screening, scheduling, meeting preparation, follow-up, document collection, and signed paperwork. Maintain the CEO’s calendar, update Redtail daily, prepare prospect briefs, process meeting notes, track DocuSign packages, report pipeline metrics, and improve SOPs through technology and automation. Success is measured by speed to lead, meetings held, show rates, follow-up completion, reengagement, CRM accuracy, and communication.

Support operational excellence by owning reporting and dashboards, improving CRM data quality, building Excel-based reports and Redtail workflows, auditing data, coordinating cross-functional projects, documenting SOPs, testing processes, and identifying automation opportunities to improve firm-wide operations.

Support lead and senior planners by preparing meetings, onboarding clients, mastering planning tools, owning recurring processes, conducting research, and delivering high-quality, detail-oriented planning support for ultra-high-net-worth clients in a fast-paced, remote multi-family office.