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.
Position Overview
Choreo Advisors is seeking a Manager, Partner Relationships to support and deepen strategic partnerships with accounting firms. This role is not a traditional sales position—instead, it is focused on delivering high-quality partner experience, ensuring commitments are met, and helping embed Choreo within partner firms.
The ideal candidate thrives in a relationship-driven, execution-focused environment and is motivated by enabling others’ success through organization, preparation, and follow-through.
Key Responsibilities
- Serve as a primary point of contact for CPA and accounting firm partners
- Coordinate and deliver partner reporting, updates, and presentations
- Support educational initiatives, including joint advisor/CPA sessions and events
- Manage logistics and preparation to make partner engagement seamless for advisors
- Track and manage partner interactions through CRM systems
- Ensure consistent follow-through on commitments and action items
- Collaborate cross-functionally with internal teams to support partner needs
Success Metrics
- Depth and quality of relationships with partner firms
- Degree to which Choreo Advisors becomes embedded within partner organizations
- Consistency and quality of execution across partner deliverables
- Contribution to expanding formal CPA partnerships from approximately 5–6 to 25 over the next three years
Qualifications & Experience
- Bachelor’s degree required; finance, business, or related field preferred
- 5+ years of experience in relationship management, client service, or partnership support roles
- Experience working with CPA firms, financial advisors, or within wealth management is highly preferred
- Strong organizational and project management skills
- Proficiency with CRM systems and presentation tools (e.g., PowerPoint)
- Excellent communication and interpersonal skills
Key Competencies
- Relationship-oriented mindset with a strong service focus
- High attention to detail and execution excellence
- Ability to manage multiple priorities and deadlines
- Collaborative, team-first approach
- Proactive and solutions-oriented
Additional Information
- Travel is expected as part of the role
- Charlotte is strongly preferred; exceptional remote candidates may be considered
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
- Degree in finance, business, or related field
- 5+ years experience in relationship management, client service, or partnership support
- Experience working with CPA firms, financial advisors, or within wealth management
- Proficiency with CRM systems
- Proficiency with presentation tools (e.g., PowerPoint)
- Strong organizational and project management skills
- Excellent communication and interpersonal skills
- Ability to travel as part of the role
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.
