In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.

Primary Responsibilities:

• Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
• Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
• Processing user access update requests in the firm’s CRM.
• Processing user access requests and troubleshooting inquiries for the Firm’s document repository system.
• Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
• Work as a part of a team to continue the enhancement of our technology stack to be client and user friendly.
• Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
• Support other systems/process as needed on the Platform Management team.

Qualifications:

• Bachelor’s Degree in Finance, Accounting or other related concentration
• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role
• An independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
• Above average proficiency in Microsoft Office Products
• Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus
• High attention to detail and accuracy while meeting deadlines
• Strong analytical skills
• Strong Communication skills

The Assistant Vice President, Advisor Growth Marketing is responsible for developing and executing scalable, multi-channel marketing strategies that accelerate advisor growth, increase share of wallet, deepen client engagement, and strengthen Choreo’s position as the preferred wealth partner. This advisor-facing role blends strategy and execution, supporting advisors, teams, and offices with high-impact marketing programs across B2B, B2C, and B2B2C channels. The AVP, Advisor Growth Marketing serves as a strategic growth partner to advisors and regional leadership, directly influencing organic growth, advisor engagement, and Center of Influence (COI) expansion.  

Primary Responsibilities 

• Partner with the VP Advisor Growth Marketing to develop and execute end-to-end marketing strategies that expand brand awareness, grow prospecting opportunities, and increase client engagement across multiple distribution channels.
• Write and manage RFP responses and finalist presentations, partnering with advisors and leadership to position Choreo competitively and consistently.
• Develop advisor-facing and advisor-led B2C and B2B2C marketing content, including email and digital campaigns, social media posts, flyers and brochures, thought leadership articles, CPE course content, pitch decks, and other presentations.
• Create and execute advisor Net Promoter Score (NPS) initiatives, using insights to improve advisor experience and engagement.
• Develop share-of-wallet programs to help advisors deepen existing client relationships and accelerate organic growth.
• Support individual advisors, teams, and offices with customized marketing needs, acting as a strategic marketing consultant and field marketing coach.
• Drive adoption, optimization, and consistent usage of marketing collateral and platforms, ensuring brand alignment, compliance, and performance measurement to uncover additional business opportunities.
• Develop and deploy editorial calendars supporting national and regional email and marketing campaigns, spanning: industry trends and insights, proprietary research and reports, client and advisor storytelling, and solutions-focused content for clients, prospects, and COIs.
• Plan and execute events, including seminars, networking events, speaking engagements, and educational programs that support advisor growth and COI cultivation.
• Collaborate closely with marketing teammates across brand, digital, content, web, and social to maximize reach, engagement, and lead generation.
• Track, analyze, and report on real-time marketing performance metrics; extract actionable insights to inform strategic decisions.
• Maintain a strong understanding of Choreo’s business objectives, ensuring marketing efforts support both organic and inorganic growth goals. 

Qualifications 

• Bachelor's degree in marketing, communications, or a related field
• 7 to 10+ years of related marketing experience in financial services
• 7+ years of demonstrated success in B2B and B2B2C growth marketing success
• Deep experience partnering with financial advisors and professional COIs (CPAs, tax professionals, estate attorneys)
• Strong critical thinking skills and excellent research capabilities; self-motivated with the ability to work independently and take ownership of special projects.  
• Experience working with and writing for HNW and UHNW clients and COI partners (family office experience a plus)
• Proficiency in Microsoft Office (PowerPoint, Excel, Word), SharePoint, OneDrive
• Experience with CRM systems (Salentica preferred), Power BI, and multi-channel marketing and email platforms
• Proven ability to build consensus across stakeholders and drive measurable growth outcomes
• Experience working cross-functionally with technical, creative, and business teams
• Ability to manage agency and vendor relationships
• Operates with urgency, ownership, and strong problem-solving skills
• Familiarity with federal regulations governing financial services, marketing and advertising
• Strong storytelling, writing, and presentation skills
• Comfort operating in both strategic and hands-on executional roles
• Data-driven mindset with the ability to translate insights into action 

The Senior Wealth Strategist will join Choreo’s Advanced Planning team and provide strategic leadership and oversight for all estate planning services within the organization. This role will partner with advisors to plan complex estate, trust, gift, charitable planning, and wealth transfer strategies, ensuring compliance with all relevant laws and regulations. Reporting to the Head of Advanced Planning, the Senior Wealth Strategist will continue to build their branch of the Advanced Planning center of excellence and provide content for events and training opportunities both internally and for external partners and clients. 

Primary Responsibilities:  

• Lead the development and implementation of comprehensive estate planning strategies and capabilities across Choreo’s key value-added client segments
• Evangelize estate planning services and capabilities across Choreo’s financial advisory offices and educate advisors on opportunities to use estate planning to serve clients and grow advisory practices.
• Partner with financial advisors to bring estate planning services to clients and prospects by participating in meetings and pre-meetings including reviewing and summarizing existing estate plans illustrating additional planning opportunities for growth.
• Educate and advise clients on trust structures, wealth transfer, related tax planning, and charitable giving strategies.
• Serve as internal subject matter expert on estate planning for advisors and other internal stakeholders.
• Interface regularly with financial advisors to capture client service and growth opportunities including answering questions, issue spotting, and providing helpful resources to solve for estate planning issues. 
• Produce internal and external content across multiple platforms to share the power of planning.
• Maintain a COI network, attend seminars, and create thought leadership content.
• Research specific topics, legislation, or other planning matters to stay current on the latest trends and developments in estate and tax law.
• Oversee development of the firm’s estate plan documentation capability including partnering with outside firms or using software systems for drafting and execution of wills, trusts, powers of attorney, and related documents.
• Collaborate with internal and external legal, tax, and financial advisors. 

Basic Qualifications: 

• Juris Doctorate required from an accredited law school; LLM in taxation preferred.
• Minimum of 7-10 years practicing Trust & Estate law at a top-tier firm with a focus on transfer tax planning preferred
• Deep understanding of complex investment, tax, generational trust, and estate planning
• Demonstrated ability to effectively and efficiently communicate directly with clients on complex matters across a variety of mediums
• Demonstrated leadership and team management experience.
• Excellent communication and client relationship skills.
• Strong analytical, organizational, and problem-solving abilities. 

The Senior Financial Planner (SFP) will serve as a national resource for holistic wealth planning across Choreo’s advisor teams. In this role, the SFP offers support by partnering directly with client-facing advisors to assist with their complex client planning engagements and ongoing relationship needs. The SFP will advise on comprehensive and scenario-based financial plans that address a wide range of wealth planning disciplines, providing planning expertise for client-specific situations, enabling them to offer high-quality advice to their clients. The Senior Financial Planner will also contribute to the development of a center of excellence focused on tax-centric planning resources, ensuring Choreo advisors nationwide have access to leading tools and guidance. 

Primary Responsibilities:  

• Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors.
• Review advisor-drafted financial plans and modeling with advisors and offer insights.
• Assist advisors in leveraging planning tools across a variety of cases including co-preparation of financial plans and simulations.
• Respond to advisor planning questions and conduct research on nuanced financial/tax issues.
• Contribute to expanding the complex wealth planning resources across the firm, including the development of the advanced planning team.
• Help codify and disseminate best practices in financial and income tax planning across the firm.
• Help test and evaluate planning software for broader adoption.
• Develop and deliver internal training on relevant topics.
• Participate in thought leadership and marketing content development.
• Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. 

Basic Qualifications: 

• 10+ years’ experience working in financial planning with wealth management teams 
• CFP® or CPWA designation highly preferred
• Experience collaborating with financial advisors and advisory teams
• Proficiency with eMoney; experience with Holistiplan is a plus
• Experienced leadership skills with the ability to provide effective coaching
• Proactive problem-solving skills with an entrepreneurial mindset
• Ability to deliver information and present to clients and larger internal groups
• In-depth knowledge of comprehensive financial planning and wealth management disciplines
• Highly effective communication skills and emotional intelligence
• Ability to travel throughout the continental U.S., expected between 10-20% as needed

As a key member of our operations team, the Associate of Advisory Operations will work with the Operations team, wealth advisors, and other advisory team associates across multiple offices to serve a client base consisting of High-Net-Worth families and business owners. 

Responsibilities: 

• Part of the operations team responsible for client relationship management of a multi-location practice
• Become familiar with custodian relationships, processes, and service teams
• Prepare related forms and assist the advisory team in transaction processing
• Process trades (buys/sells) and cost basis adjustments
• Prepare and process client on-boarding and maintenance paperwork
• Maintain database and workflows in our client relationship management system
• Assist with multiple client and practice-related projects at the same time
• Consistently follow procedures to be compliant with Firm requirements
• Assist with the development and implementation of various marketing efforts and projects  

Basic Qualifications: 

• Two-year degree preferred, but not required, in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience
• Strong preference towards candidates with work experience of three or more years in a Wealth Management, Tax, or Financial Services related industry
• Strong interpersonal and written communication skills
• Ability to work efficiently, effectively, and independently in order to see projects through completion
• Critical thinker with very strong attention to detail
• Self-motivated, strong work ethic and possess a sense of urgency
• Flexibility, adaptability, and strong team orientation
• Highly organized individual, able to take direction and prioritize responsibilities
• Strong administrative skills, including advanced experience in Microsoft Excel
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Ability to thrive in a collaborative, fast-paced environment to meet client needs
• Strong ethical and professional standards with acceptable compliance record in prior position(s)
• Based in and with the ability to work in MST and PST time hours

Expected annual salary ranges from $68,000 to $75,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.