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Senior individual contributor who maps current and future-state workflows, produces executable functional specifications, owns requirements and UAT, validates platform alignment, and enables change management for advisor, operations, compliance, and automation initiatives across the firm.

Support Growth by managing CRM pipeline, partner tracking, and executive reporting. Analyze large datasets to surface insights, strengthen CRM discipline, standardize workflows, and pilot AI/automation to improve data capture and process efficiency. Partner cross-functionally to implement system enhancements and enable advisor growth.

The Executive Assistant provides administrative support to the Executive Leadership Team, manages calendars, coordinates travel, prepares reports, and helps with project support. Duties include handling confidential information, liaising with stakeholders, and improving administrative workflows.

Manage and deepen strategic CPA and accounting firm partnerships by coordinating partner engagement, reporting, events, and CRM-tracked interactions. Ensure execution of commitments, collaborate cross-functionally to support partner needs, and help embed Choreo Advisors within partner firms to expand formal CPA partnerships.

Own RPAS revenue growth by building a repeatable sales process, driving advisor engagement and referrals, managing full sales lifecycle and CRM pipeline, developing CPA and alliance channels, creating enablement materials and training, and aligning growth with delivery and fiduciary standards.

The Associate Director in Wealth Management will manage client relationships, assist with financial planning, facilitate compliance, and develop investment analysis.

Lead client acquisition and market growth in Louisville via CPA partnerships. Build and manage a high-value pipeline, convert prospects to long-term HNW clients, deliver integrated wealth, tax, estate and investment strategies, and establish Choreos local brand presence.

Lead client acquisition and market growth in the Boston market through CPA partner channels. Build and manage a pipeline, convert high-net-worth clients, cultivate CPA relationships, deliver integrated wealth planning and investment strategies, and expand local brand visibility while owning CRM and onboarding.

The Director, Wealth Advisor is responsible for client acquisition and market growth by leveraging CPA partnerships and delivering integrated wealth management solutions while establishing brand presence in Austin.