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.
OPENING SUMMARY
The Director of RPAS Growth & Advisor Enablement is a leadership role responsible for driving revenue growth across Retirement Plan Advisory Services (RPAS) by owning advisor engagement, internal wholesaling, and end-to-end new business execution.
This role is designed to create a focused growth engine within RPAS—establishing a repeatable, measurable sales process while enabling financial advisors with the tools, messaging, and support needed to consistently generate and convert opportunities.
The position works in close partnership with the Director of RPAS – Client Experience & Team Leadership to align growth initiatives with delivery excellence, fiduciary quality, and team capacity.
Primary Responsibilities:
Growth Strategy & Execution
- Own RPAS revenue growth outcomes, including pipeline development, conversion rates, and overall new business results
- Build and execute a structured advisor outreach and communication cadence to drive referrals and engagement
- Lead the full sales lifecycle: pipeline → qualification → proposal → close, engaging RPAS leadership selectively for complex opportunities
- Develop and refine a repeatable, scalable growth model with measurable inputs (advisor touches, referrals, opportunities, wins)
Advisor Enablement (Internal Wholesaling)
- Serve as primary liaison to financial advisors, equipping them with tools, messaging, and confidence to position RPAS solutions
- Build and maintain sales enablement materials, including value propositions, pitch decks, and competitive positioning
- Deliver training, coaching, and ongoing support to advisors to improve opportunity identification and conversion
Pipeline Development & Opportunity Management
- Establish processes for referral generation, qualification, and prioritization
- Maintain ownership of CRM pipeline reporting, forecasting, and accountability metrics
- Partner with advisors to advance opportunities and remove barriers to closing
CPA & Strategic Alliance Development
- Lead development and execution of CPA and external alliance strategy
- Organize events, campaigns, and relationship-building initiatives to generate high-quality leads
- Expand RPAS’s presence within key referral channels
Market Feedback & Value Proposition Evolution
- Capture market insights and advisor feedback to refine RPAS offerings and positioning
- Partner with RPAS leadership to continuously improve messaging, deliverables, and service model alignment
Collaboration & Operating Model
- Collaborate closely with the RPAS Leadership to ensure alignment between growth and delivery capacity
- Engage service leadership strategically for complex finals, pricing credibility, or fiduciary expertise
- Participate in regular cadence meetings (pipeline reviews, strategic alignment sessions) to ensure coordinated execution
Basic Qualifications:
- Bachelor’s degree in Finance, Business, or related field
- 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
- Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations
- Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
- Proven track record of driving business development and achieving revenue growth targets
- Experience with CRM systems and pipeline management
- Demonstrated leadership experience influencing advisors or sales teams
- Exceptional communication and presentation skills (executive-level)
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.
Skills Required
- Bachelor's degree in Finance, Business, or related field
- 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
- Demonstrated knowledge of employer-sponsored retirement plans (401(k), 403(b), profit sharing, cash balance) and plan design strategies
- Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
- Proven track record of driving business development and achieving revenue growth targets
- Experience with CRM systems and pipeline management
- Demonstrated leadership experience influencing advisors or sales teams and executive-level communication and presentation 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.
