Teams at Choreo

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.

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.

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.