Teams at Choreo

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.

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.

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