• Design, build, ship, and maintain customer facing workflows and agentic automations • Own features end-to-end from technical design to launch and iteration • Collaborate with Product, UX, ML, and Sales to validate requirements and prototype quickly • Work with customers in finance domain • Develop interfaces that integrate with financial data sources and enterprise tools • Extend agentic platform capabilities for finance-specific requirements • Develop collaborative workspaces with access controls and data isolation • Own technical decisions balancing speed, quality, and user needs • Use AI actively while being accountable for quality and reliability

• Entwicklung und Verantwortung der strategischen Finanz- und Kapitalarchitektur des DEHIB im Rahmen der langfristigen Wachstumsziele • Aufbau, Bewertung und Weiterentwicklung von Businessplänen, Finanzmodellen und Szenarien für bestehende und neue Initiativen • Entwicklung einer nachhaltigen Investment- und Kapitalstrategie (Eigenkapital, Fremdkapital, Fördermittel, Co-Investments) • Vorbereitung und Begleitung von Gesprächen mit Investoren, Förderpartnern und Finanzierungspartnern • Beratung des Bundesvorstands bei Kapitalallokation, Wachstumsentscheidungen und finanziellen Risikoabwägungen • Aufbau von Governance-Strukturen für Beteiligungen, Tochtergesellschaften und verbundene Einheiten • Sicherstellung einer klaren finanziellen Trennung zwischen gemeinnützigen und wirtschaftlichen Aktivitäten

Role Description This is a launchpad for elite planners ready to shape the future of wealth. The Associate Financial Planner serves as the operational and strategic right hand to our Lead and Senior Planners and allows them to operate at the highest level. This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance. We’re a very high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients aren’t just high-net-worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need rockstar Senior Financial Planners to lead the charge. What Makes This Role Insanely Exciting - Revolutionize the Industry: This isn’t just about advising – this is your chance to reshape how top entrepreneurs and business owners think about wealth. You’ll be part of the financial planning process, enabling sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. - Work with the Best of the Best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possible. - Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. - Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. Qualifications - Bachelor’s degree in Finance, Business, Economics, or related field. - 3-5 years of experience in financial planning, wealth management, or a client service role in a professional services environment. - Real-world, hands-on experience is a must. - Strong proficiency in Microsoft Office Suite. - Able to master firm-specific tools quickly. - Passionate about using AI to drive efficiency. - Excellent verbal and written communication skills. - Alignment to Socha Capital’s core values and commitment to excellence. Requirements - Own your outcomes and thrive under pressure. - Ability to turn ambiguity into execution. - Proactive, ownership-driven mindset with the ability to anticipate needs. - Strong attention to detail. - Delivering the best solutions for clients requires keeping your eye on the little things. Benefits - Growth & Certification Support: Associates are encouraged to pursue professional designations such as the CFP®. Socha Capital reimburses for approved certifications upon successful completion. - Remote Work, Unlimited PTO: Design your work to fit your life. - Strong Earnings Potential & Comprehensive Benefits: Competitive pay, health, 401(k) match, and all the essentials to take care of you and your family. - Mission-Driven Environment: We're not here to be average. We're here to build something extraordinary—and we're all in.

• Review and administer casino commercial agreements, ensuring all contractual terms are accurately captured within billing estimation reports • Validate game commercial rates and pricing structures, ensuring alignment between contractual terms, internal expectations, and vendor invoices. • Manage end-to-end game vendor work order processes, including payment approvals and compliance with internal controls. • Design, maintain, and continuously improve monthly reporting and reconciliation processes to enhance efficiency, accuracy, and transparency. • Prepare and analyze monthly financial and operational reports, including total costs, key trends, and variance analysis. • Communicate monthly reporting outcomes and commercial performance insights to internal stakeholders and external partners. • Collaborate with accounting teams to investigate invoice discrepancies, resolve billing issues, and recover outstanding marketing incentives or commercial credits. • Collect availability reports from operational teams and calculate applicable service credits in accordance with contractual obligations. • Partner with data teams to ensure invoice accuracy and alignment across regulatory reporting requirements, time zones, and data sources. • Ensure alignment with stakeholders regarding ongoing deals, bespoke game agreements, minimum guarantees, and other temporary commercial arrangements. • Evaluate investment efficiency for internal games, bespoke content and branded opportunities.