Strategic Relationship Manager

The posting, as Choreo wrote it

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.

OPENING SUMMARY

Choreo is seeking an experienced Strategic Relationship Manager to serve as the owner of a portfolio of CPA firm partnerships. This person will work alongside lead advisors to strengthen partner engagement, translate relationship goals into coordinated action and ensure that commitments, follow-up and partner activity are managed with consistency and discipline. The lead advisor will continue to own relationship trust, senior CPA connectivity and client-facing opportunity development; the Strategic Relationship Manager will own the operating cadence, activation orchestration, CRM discipline and follow-through that allow those relationships to progress.

This is not a traditional sales, client service or networking role. It requires someone with experience owning complex institutional, strategic or enterprise relationships and understands that strong partnerships depend on both trust and execution. The Strategic Relationship Manager will proactively identify opportunities to deepen engagement, anticipate risks and gaps, and step in decisively when friction or service issues require immediate coordination and resolution.

As an early member of a centralized relationship-management capability, this person will also help Choreo move from partnership success driven primarily by individual advisor effort to a more repeatable and scalable operating model. The role will introduce appropriate consistency across partners while preserving the judgment and customization required by each firm, market and relationship.

ROLE MANDATE

Create consistency, accountability and operating discipline required to turn successful advisor-led CPA relationships into a scalable institutional partnership channel.

What Success Looks Like

• CPA partners participate more consistently; activation plans progress and relationships broaden beyond one individual.
• CRM records, partner plans, actions, owners, deadlines, reviews and reporting remain current and reliable.
• Advisors can focus on trust, technical dialogue and opportunity development rather than coordination and administrative follow-through.
• Risks and friction are identified early, issues are resolved responsively and partner confidence is protected.
• Effective practices are captured, shared and applied across partnerships without forcing a one-size-fits-all approach.

Key Responsibilities

Own a portfolio of strategic CPA relationships

• Serve as the primary day-to-day relationship owner for assigned CPA firms, offices, markets or other distinct partnership relationships.
• Build trusted relationships across multiple

[…]
events and Choreo offices.

• Bachelor’s degree or equivalent relevant professional experience.

Preferred Experience

• Experience managing relationships in wealth management, financial services, fintech, professional services or another business built around complex institutional partnerships.
• Experience working with CPA firms, financial advisors, referral partners or professional-services organizations.
• Experience supporting partner adoption, engagement, activation or expansion across a multi-stakeholder organization.
• Experience bringing subject matter experts and senior leaders into relationships at the right moments to support credibility, problem solving or progress.
• Experience helping a growing organization introduce common processes, reporting and relationship-management practices across a partner portfolio.

The Candidate We Hope to Attract

• You have built your career owning consequential external relationships, not simply contributing to them.
• You are equally comfortable preparing an executive review, maintaining the CRM, coordinating an SME, pressing for an overdue action and stepping into a difficult partner issue.
• You understand that relationships grow when trust is supported by consistent execution.

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.