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 position—instead, 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 5–6 to 25 over the next three years

Qualifications & Experience

Bachelor’s 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.