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.
The Vice President of Partner Development is responsible for driving the strategic development and refinement of the firm’s business development efforts and reports to the Senior Vice President of Advisors. This role will interact on a regular basis with existing strategic partners as well as own onboarding of new strategic partner firms.
The Vice President of Partner Development will manage and grow our alliance program with strategic partners, including CPA firms. The VP will partner with the Choreo marketing team and Choreo advisors to develop strategic partnerships and drive go-to-market plans to generate referrals to Choreo. The VP will need to travel to key strategic partner offices in our network with advisors to execute the strategy.
Primary Responsibilities
- Partnership Relationship Management
- Serves as key point of contact for alliance members, overseeing regular check-ins with alliance member leaders, communicating partnership successes, and addressing high-level concerns to keep these relationships healthy and productive.
- Business Development
- Collaborate with the Choreo marketing team on alliance program growth strategy
- In close alignment with the marketing team, assists advisor teams with leveraging opportunities with alliance program members.
- Owns logistics of telling the Choreo story to potential partners.
- Partner Onboarding
- Manages onboarding of partner firms once they decide to join the alliance, adhering to legal and regulatory requirements associated with alliance membership.
- Pipeline and Lead Follow-Up Oversight
- Works with VP Advisory Services to establish clear standards and expectations for lead disposition and follow-up by advisors, and train advisors accordingly.
- Regularly monitor adherence to follow-up protocols through accountability dashboards and reports, ensuring that each lead is fully optimized to enhance partnership value.
- Ongoing Monitoring and Support of Partnership Activities
- Use data insights from dashboards to assess partnership performance, identify areas needing support, and work with VP Advisory Services on strategies to help advisors deepen their relationships with alliance members.
Basic Qualifications
- Bachelor’s degree from an accredited institution
- CPA/CFP highly preferred
- Prior work experience with CPA partners and firms highly preferred
- 15 years of proven experience in a sales and outreach role
- Prior Wealth Management or Family Office experience
- Thorough understanding of the B2B/Professional Service Environment
- Strong written and oral communication skills; quick to respond
- Team player with the ability to work independently
- Highly motivated and target-driven individual
- Ability to travel an estimated 15% - 50%
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.
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
