Choreo

HQ
Drytown
Total Offices: 2
137 Total Employees
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Choreo Benefits Overview

Compensation + BenefitsWork-Life Balance + WellbeingCareer Growth + DevelopmentCompany Culture

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers generous parental leave

Offers performance bonuses

Offers employee discounts

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Career Growth + Development

Provides customized development tracks

Job training & conferences

Company Culture

Offers a remote work program

Offers diversity-based Employee Resource Groups

Provides a mobile phone discount

Offers legal assistance

Recently posted jobs

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Choreo

Head of Investment Data & AI

3 Hours AgoSaved
In-Office
2 Locations
Financial Services
Own the Investment Strategy Group’s agentic AI platform from vendor strategy and build-versus-buy decisions through production deployment. Build research, due diligence, portfolio monitoring, and advisor content agents; maintain the shared research knowledge base; establish human-review guardrails, compliance controls, audit trails, and risk management. Partner with investment, technology, compliance, and wealth teams to drive advisor adoption, measure performance and efficiency, and advise leadership on AI capabilities and roadmap priorities.
Financial Services
Own RPAS revenue growth by building a repeatable sales process, driving advisor engagement and referrals, managing full sales lifecycle and CRM pipeline, developing CPA and alliance channels, creating enablement materials and training, and aligning growth with delivery and fiduciary standards.
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Choreo

Associate, Advisory Operations

16 Hours AgoSaved
In-Office or Remote
Chicago, CA, USA
Financial Services
Supports wealth management operations for high-net-worth clients across multiple offices. Responsibilities include client relationship management, custodian coordination, trade processing, cost basis adjustments, onboarding and maintenance paperwork, CRM database and workflow maintenance, compliance adherence, project support, and assistance with marketing initiatives. The role requires strong organization, communication, attention to detail, administrative ability, Excel experience, and familiarity with financial services operations.
see all jobs at Choreo