We are hiring one exceptional professional to work directly alongside our CEO and orchestrate the entire front end of our client acquisition engine, from initial inbound interest through qualified, decision-ready opportunities.

You will screen, prepare, and help manage a pipeline of sophisticated entrepreneurs and business owners with significant investable assets, ensuring that by the time the CEO enters a conversation, everything is aligned, in motion, and strategically positioned so he can focus on what he does best, closing.

If you are sharp, polished, and operationally precise, and you thrive in high stakes environments where details matter and outcomes are visible, this role will stretch you, reward you, and give you rare exposure to elite deal flow and leadership decision making.

What You’ll Actually Do

You will own the flow of CEO-led sales, not the close itself, but everything that makes the close inevitable. From first contact through decision, you will orchestrate preparation, communication, and follow through so sophisticated founders experience a seamless, confident buying journey.

•         Act as the right hand to the CEO across the entire front-end sales process, removing friction so he can focus exclusively on closing.

•         Prepare the CEO for every prospect meeting with clear context, defined objectives, and decision-ready materials.

•         Capture notes, decisions, and next steps in real time, driving disciplined follow-up and forward momentum so no opportunity stalls.

•         Ensure a polished, white-glove prospect experience through precise coordination, preparation, and follow-through at every stage.

Who This Role Is Perfect For

This role is ideal for someone seeking depth, influence, and growth without the expectation of building or maintaining a personal book. You will operate alongside the CEO, ensuring every conversation is prepared, every decision is documented, and every opportunity moves forward.

You will thrive here if you:

·       Have exceptional interpersonal and communication skills, calm, confident, and credible with ultra high net worth prospects

·       Naturally think two to three steps ahead and take pride in precision, preparation, and follow through

·       Are resourceful, curious, and proactive, able to solve problems and maintain momentum without being asked

·       Are motivated by influence and exposure, with a genuine desire to be the person who makes the machine run flawlessly

What This Role Is Not

To be very clear, this role is not for:

·       Career administrators seeking predictable, low urgency work

·       Senior advisors who want autonomy, a personal book, or to own the sale

·       Anyone uncomfortable operating in a fast paced, high accountability environment

Compensation and Environment

·       Competitive base salary, commensurate with experience

·       Per client performance bonuses tied to signed relationships

·       Compensation directly aligned with execution, attention to detail, and deal momentum

·       A culture that values excellence, speed, and accountability

This role offers a clear path to increased responsibility. As you demonstrate mastery of preparation, judgment, and execution, there is opportunity to grow into a full-time closing role and take on direct ownership of conversations over time.

Why This Role Is Rare

Very few people get to:

·       See how elite ultra-high net worth deals are built, from first conversation through final decision

·       Influence real outcomes by shaping preparation, sequencing, and follow through

·       Build judgment and credibility through direct exposure to high stakes, CEO led conversations

If that excites you, we want to meet you.