Teams at Choreo

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.