Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth fractional family office advisory firm serving ultra-high-net-worth entrepreneurs, business owners, and executives. The Senior Project Manager will lead complex financial planning engagements from strategy through implementation, coordinating experts, managing timelines and deliverables, tracking action items, and ensuring recommendations are executed.
Responsibilities
- Lead complex financial planning engagements from kickoff through implementation
- Build project plans, timelines, milestones, and deliverables
- Coordinate planners, investment professionals, tax advisors, attorneys, insurance professionals, and other stakeholders
- Drive client action items and accountability
- Identify risks, bottlenecks, and missed deadlines before they become problems
- Translate complex strategies into clear execution plans
- Manage multiple high priority client engagements simultaneously
- Continuously improve how our firm delivers financial planning
Skills
- 5+ years in financial planning, wealth management, investment advisory, consulting, project management, public accounting, family office, or a similar environment
- You naturally create structure, manage deadlines, coordinate people, track details, and close loops
- You do not wait to be told what to do
- You anticipate, communicate, execute, and take responsibility
- You choose intensity
- You seek challenge
- You want to operate at a level most professionals never reach
- Deep understanding of financial planning with exposure to tax, investments, insurance, estate planning, risk management, and cash flow
- CFP, CPA, CFA, EA, MBA, or ChFC strongly preferred
Benefits
- Uncapped performance bonuses
- Unlimited PTO
- 100% remote
- Health benefits
- 401k matching
- Accelerated career trajectory
- Real leadership opportunity
- Direct exposure to ultra high net worth entrepreneurs
Company Overview