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

Associate Advisor, Wealth Management

3 Days AgoSaved
Remote
USA
Financial Services
Supports high-net-worth clients, wealth advisors, and service teams across client relationship management, financial planning, portfolio analysis, investment projects, CRM workflows, business development, and compliance. The role requires financial planning software expertise, Series 65 licensing, strong communication and organizational skills, and knowledge of income tax impacts on portfolio transactions.
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Choreo

Senior Analyst, Investment Strategy Group

16 Days AgoSaved
In-Office
Charlotte, NC, USA
Financial Services
Supports investment outlook development, portfolio strategy, asset allocation, and macroeconomic research across public and private markets. Responsibilities include monitoring markets and geopolitical developments, maintaining fund and manager due diligence records, preparing client investment proposals, producing market commentary and presentations, updating charts, and responding to advisor inquiries. The role also participates in client and prospect calls and collaborates with senior investment professionals.
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Choreo

Strategic Relationship Manager

18 Days AgoSaved
In-Office
Charlotte, NC, USA
Financial Services
Manage strategic relationships with CPA and accounting firm partners, serving as a primary contact and coordinating reporting, presentations, educational initiatives, events, and follow-through. The role supports seamless partner engagement, tracks interactions in CRM systems, collaborates with internal teams, and helps expand formal CPA partnerships. Strong organization, communication, relationship management, and execution skills are required. Charlotte is preferred, remote candidates may be considered, and travel is expected.
see all jobs at Choreo