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.
Choreo is seeking an innovative and analytically minded Vice President of Growth Strategy to lead firmwide initiatives that accelerate growth, optimize performance, and deepen client engagement. This leader will harness the power of artificial intelligence, data analytics, and strategic experimentation to structure and scale new growth opportunities. The ideal candidate combines business acumen, technical fluency, and a collaborative mindset to turn insights into measurable results.
The Vice President of Growth Strategy will report to the Chief Growth Officer and serve as a key advisor to the executive team on growth and innovation strategy. They will champion a data-driven, AI-enabled culture of experimentation and continuous improvement, and mentor team members and cross-functional leaders in applying AI and analytics to drive measurable business impact.
Primary Responsibilities:
Data, AI & Analytics Leadership
- Leverage artificial intelligence and advanced analytics to uncover opportunities in client, operational, and financial data.
- Employ statistical and predictive modeling techniques to inform decision-making, automate insight generation, and forecast business outcomes.
- Translate complex analytical findings into clear, actionable strategies that drive growth and improve client outcomes.
Growth Pilots & Innovation
- Design and lead a portfolio of growth pilots aimed at expanding net new assets under management and client relationships.
- Define success metrics, leading indicators, and feedback loops to evaluate pilot performance and scalability.
- Implement systems and processes that enable continuous learning and rapid iteration across pilot initiatives.
- Collaborate with business unit leaders to ensure alignment of pilots with firmwide strategic priorities.
Program Management & Execution
- Provide program management oversight for all piloted and strategic growth initiatives, ensuring effective coordination, prioritization, and execution.
- Build repeatable frameworks for initiative tracking, milestone reporting, and performance assessment.
- Manage cross-functional dependencies to ensure growth initiatives are delivered on time, within scope, and with measurable impact.
Executive & Partner Communications
- Prepare and deliver board-level and partner presentations for CPA firms, Centers of Influence (COI), and executive leadership.
- Communicate the firm’s growth strategy through compelling narratives supported by data and insight.
- Develop presentation materials and reports that effectively articulate strategy, progress, and outcomes to internal and external stakeholders.
Basic Qualifications:
- MBA required (preferably with a focus in Strategy, Analytics, or Technology Management).
- 8+ years of experience in strategy, analytics, program management, business development, or related leadership roles—ideally within financial services, wealth management, or business consulting sectors.
- AI-native, uses AI and advanced analytics to drive business growth, efficiency, or client engagement.
- Demonstrated ability to manage complex programs and execute initiatives from concept through implementation.
- Exceptional communication and presentation skills, with experience preparing and delivering executive and board-level materials.
Preferred Skills
- Strategic innovator who balances creativity with analytical rigor.
- Collaborative leader skilled at influencing across business functions.
- Technologically fluent, with a strong grasp of how AI can enhance business decision-making.
- Results-oriented, with a bias toward action, measurement, and continuous improvement.
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.
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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.
