Jobs at Choreo

Own billing and receivables for a national wealth management platform: prepare and upload quarterly bills, manage remittances and refunds, reconcile custodian activity, respond to billing inquiries, maintain controls and documentation, perform AR tasks, and identify process improvements and automation opportunities to support Finance.

The Associate Director in Wealth Management will manage client relationships, assist with financial planning, facilitate compliance, and develop investment analysis.

Build and manage a pipeline of prospective high-net-worth clients in the Boston market via CPA partnerships, referrals, and local networks. Lead discovery and proposal conversations, coordinate integrated planning with specialists, maintain disciplined CRM and follow-up, and support onboarding. Support market development and partner activation while partnering with senior advisors to convert opportunities and grow the practice.

Build client acquisition in the Austin market via CPA partners, referrals, and local relationships. Develop pipeline, lead discovery and proposal conversations, coordinate integrated planning with specialists, and support onboarding and market development.

Build client acquisition in the Louisville market through CPA partners, referrals, and local networks. Develop and manage a qualified pipeline, lead discovery and proposal conversations, coordinate integrated planning with specialists, and support onboarding. Maintain CRM discipline and grow market visibility through networking and partner engagement.

Senior individual contributor who maps current and future-state workflows, produces executable functional specifications, owns requirements and UAT, validates platform alignment, and enables change management for advisor, operations, compliance, and automation initiatives across the firm.

Lead client acquisition and market growth in Louisville via CPA partnerships. Build and manage a high-value pipeline, convert prospects to long-term HNW clients, deliver integrated wealth, tax, estate and investment strategies, and establish Choreos local brand presence.

Lead client acquisition and market growth in the Boston market through CPA partner channels. Build and manage a pipeline, convert high-net-worth clients, cultivate CPA relationships, deliver integrated wealth planning and investment strategies, and expand local brand visibility while owning CRM and onboarding.

The Director, Wealth Advisor is responsible for client acquisition and market growth by leveraging CPA partnerships and delivering integrated wealth management solutions while establishing brand presence in Austin.

The Executive Assistant provides administrative support to the Executive Leadership Team, manages calendars, coordinates travel, prepares reports, and helps with project support. Duties include handling confidential information, liaising with stakeholders, and improving administrative workflows.

Manage and deepen strategic CPA and accounting firm partnerships by coordinating partner engagement, reporting, events, and CRM-tracked interactions. Ensure execution of commitments, collaborate cross-functionally to support partner needs, and help embed Choreo Advisors within partner firms to expand formal CPA partnerships.