Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
It is an exciting time to be part of Choreo! We are expanding our Marketing team and seeking a Program Director for our new Continuing Professional Education offering for CPAs, tax professionals and centers of influence (COIs).
This is a new role at Choreo, a registered investment advisor founded at the intersection of tax and wealth. We partner and engage in reciprocal referral relationships with individual CPAs, accounting firms, estate planning attorneys and other COIs to provide wealth management services to their clients. The introduction of this role demonstrates our foundational commitment to serving our referral partners and providing them with meaningful added value.
The Director, CPE Program will be responsible for launching, owning, growing, and enhancing all aspects of Choreo’s continuing professional education offering for our referral partners. This is a critical new program at Choreo, and will be a visible centerpiece of the firm’s ongoing growth strategy. The ideal candidate will be highly organized and process-oriented with keen attention to detail, both a strategic thinker and a capable executor. Reporting to the SVP, Advisor Growth Marketing, this role will work directly with Choreo’s financial advisors and subject matter experts to develop, manage and deploy educational modules eligible for CPE credit, with responsibility ranging from concepting content to reporting and record-keeping.
Primary Responsibilities:
- Fully own the strategy, launch, and development for the CPE program
- Create new CPE modules that are strategically aligned with Choreo’s business objectives
- Manage the logistics, scheduling, attendance monitoring, reporting of credits and recordkeeping according to licensing requirements
- Develop and maintain auditable tracking mechanisms to capture all CPE activity and credits awarded throughout the year
- Support broader CPA industry organization (AICPA, Accounting Today, Journal of Accountancy, etc.) partnerships by co-creating/promoting CPE and other content for lead gen, thought leadership and relationship-building opportunities
- Develop a strong working relationship/rapport with advisors delivering CPE
- Serve as primary contact between Choreo and the National Association of State Boards of Accountancy (NASBA)
- Maintain Choreo’s CPE license in good standing with NASBA
- Ensure advisor presenter registration with NASBA and coordinate advisor presenter training
- Personally attend each CPE session delivered (in-person or virtually) and monitor for attendance and other required elements
- Keep detailed records of each session and participating attendees
- Following each session, provide credit certificates to participants, and report credits to NASBA
- Collect and respond to advisor and participant feedback regarding session value and new content, and make strategic recommendations for improvements
- Continuously evaluate and provide program enhancement recommendations to optimize partner/participant experience
- Support advisors in relationship-building with partners receiving CPE from Choreo
- Partner with the broader marketing team to build awareness and following for Choreo CPE as a value-add, including industry webinars/lead gen efforts
Basic Qualifications:
- 6-8+ years of related experience in program/project management
- Bachelor’s degree in marketing, communications, accounting or a related field
- Background in tax, accounting, financial services, or other highly regulated industries
- Experience managing complex, national and highly-regulated programs
- High level of comfort managing live webinars and co-hosting if necessary
- Competency in developing, writing, adopting and following standard operating procedures
- Strong organizational skills and excellent research capabilities
- Self-motivated with an innate sense of urgency, whether working independently or collaboratively
- Ability to travel throughout the continental U.S., with the potential of up to 50% as needed
- Proficient in Microsoft Office, including PowerPoint, OneDrive and SharePoint, and Salentica CRM environment
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Top Skills
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
