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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 the Investment Strategy Group’s agentic AI platform from vendor strategy and build-versus-buy decisions through production deployment. Build research, due diligence, portfolio monitoring, and advisor content agents; maintain the shared research knowledge base; establish human-review guardrails, compliance controls, audit trails, and risk management. Partner with investment, technology, compliance, and wealth teams to drive advisor adoption, measure performance and efficiency, and advise leadership on AI capabilities and roadmap priorities.

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.

Build and manage a pipeline of prospective high-net-worth clients in the Boston market via CPA partnerships, referrals, and local networks. Lead discovery and proposal conversations, coordinate integrated planning with specialists, maintain disciplined CRM and follow-up, and support onboarding. Support market development and partner activation while partnering with senior advisors to convert opportunities and grow the practice.

Build client acquisition in the Austin market via CPA partners, referrals, and local relationships. Develop pipeline, lead discovery and proposal conversations, coordinate integrated planning with specialists, and support onboarding and market development.

Build client acquisition in the Louisville market through CPA partners, referrals, and local networks. Develop and manage a qualified pipeline, lead discovery and proposal conversations, coordinate integrated planning with specialists, and support onboarding. Maintain CRM discipline and grow market visibility through networking and partner engagement.

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.