Vice President, Growth Strategy
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
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.
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
- Leverageartificial intelligence and advanced analyticsto 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 ofgrowth pilotsaimed 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
- Provideprogram management oversightfor 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 deliverboard-level and partner presentationsfor CPA firms Centers of Influence (COI) and executive leadership.
- Communicate the firmsgrowth strategythrough 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 experiencein strategy analytics program management business development or related leadership rolesideally within financial services wealth management or business consulting sectors.
- AI-native usesAI and advanced analyticsto 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 deliveringexecutive and board-level materials.
Preferred Skills
- Strategic innovatorwho balances creativity with analytical rigor.
- Collaborative leaderskilled 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.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
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.
