Manager, Partner Relationships

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.

Position Overview

Choreo Advisors is seeking a Manager Partner Relationships to support and deepen strategic partnerships with accounting firms. This role is not a traditional sales positioninstead it is focused on delivering high-quality partner experience ensuring commitments are met and helping embed Choreo within partner firms.

The ideal candidate thrives in a relationship-driven execution-focused environment and is motivated by enabling others success through organization preparation and follow-through.

Key Responsibilities

• Serve as a primary point of contact for CPA and accounting firm partners
• Coordinate and deliver partner reporting updates and presentations
• Support educational initiatives including joint advisor/CPA sessions and events
• Manage logistics and preparation to make partner engagement seamless for advisors
• Track and manage partner interactions through CRM systems
• Ensure consistent follow-through on commitments and action items
• Collaborate cross-functionally with internal teams to support partner needs

Success Metrics

• Depth and quality of relationships with partner firms
• Degree to which Choreo Advisors becomes embedded within partner organizations
• Consistency and quality of execution across partner deliverables
• Contribution to expanding formal CPA partnerships from approximately 56 to 25 over the next three years

Qualifications & Experience

• Bachelors degree required; finance business or related field preferred
• 5 years of experience in relationship management client service or partnership support roles
• Experience working with CPA firms financial advisors or within wealth management is highly preferred
• Strong organizational and project management skills
• Proficiency with CRM systems and presentation tools (e.g. PowerPoint)
• Excellent communication and interpersonal skills

Key Competencies

• Relationship-oriented mindset with a strong service focus
• High attention to detail and execution excellence
• Ability to manage multiple priorities and deadlines
• Collaborative team-first approach
• Proactive and solutions-oriented

Additional Information

• Travel is expected as part of the role
• Charlotte is strongly preferred; exceptional remote candidates may be considered

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.