Director, CPE Program
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
It is an exciting time to be part of Choreo! We are expanding our Marketing team and seeking a Program Director for our new Continuing Professional Education offering for CPAs tax professionals and centers of influence (COIs).
This is a new role at Choreo a registered investment advisor founded at the intersection of tax and wealth. We partner and engage in reciprocal referral relationships with individual CPAs accounting firms estate planning attorneys and other COIs to provide wealth management services to their clients. The introduction of this role demonstrates our foundational commitment to serving our referral partners and providing them with meaningful added value.
The Director CPE Program will be responsible for launching owning growing and enhancing all aspects of Choreos continuing professional education offering for our referral partners. This is a critical new program at Choreo and will be a visible centerpiece of the firms ongoing growth strategy. The ideal candidate will be highly organized and process-oriented with keen attention to detail both a strategic thinker and a capable executor. Reporting to the SVP Advisor Growth Marketing this role will work directly with Choreos financial advisors and subject matter experts to develop manage and deploy educational modules eligible for CPE credit with responsibility ranging from concepting content to reporting and record-keeping.
Primary Responsibilities:
- Fully own the strategy launch and development for the CPE program
- Create new CPE modules that are strategically aligned with Choreos business objectives
- Manage the logistics scheduling attendance monitoring reporting of credits and recordkeeping according to licensing requirements
- Develop and maintain auditable tracking mechanisms to capture all CPE activity and credits awarded throughout the year
- Support broader CPA industry organization (AICPA Accounting Today Journal of Accountancy etc.) partnerships by co-creating/promoting CPE and other content for lead gen thought leadership and relationship-building opportunities
- Develop a strong working relationship/rapport with advisors delivering CPE
- Serve as primary contact between Choreo and the National Association of State Boards of Accountancy (NASBA)
- Maintain Choreos CPE license in good standing with NASBA
- Ensure advisor presenter registration with NASBA and coordinate advisor presenter training
- Personally attend each CPE session delivered (in-person or virtually) and monitor for attendance and other required elements
- Keep detailed records of each session and participating attendees
- Following each session provide credit certificates to participants and report credits to NASBA
- Collect and respond to advisor and participant feedback regarding session value and new content and make strategic recommendations for improvements
- Continuously evaluate and provide program enhancement recommendations to optimize partner/participant experience
- Support advisors in relationship-building with partners receiving CPE from Choreo
- Partner with the broader marketing team to build awareness and following for Choreo CPE as a value-add including industry webinars/lead gen efforts
Basic Qualifications:
- 6-8 years of related experiencein program/project management
- Bachelors degreein marketing communications accounting or a related field
- Background in tax accounting financial services or other highly regulated industries
- Experience managing complex nationaland highly-regulated programs
- High level of comfort managing live webinars and co-hosting if necessary
- Competency indeveloping writing adopting and following standard operating procedures
- Strongorganizational skills and excellent research capabilities
- Self-motivated with an innate sense of urgency whether working independently or collaboratively
- Ability to travel throughout the continental U.S.with the potential of up to 50% as needed
- Proficient in Microsoft Office including PowerPoint OneDrive and SharePointand Salentica CRM environment
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.
Required Experience:
Director
Key Skills
- Nurse Management
- Program Management
- Employee Evaluation
- Management Experience
- Teaching
- Curriculum Development
- Administrative Experience
- Budgeting
- Leadership Experience
- Program Development
- Supervising Experience
- Addiction Counseling
About Company
Choreo's integrated wealth management teams are partners, intimately connected to your personal needs and driven by your financial goals. Contact Choreo today.
