Choreo
Manager, Partner Relationships
Charlotte, NC
Sponsorship not specifiedDetected 19 days ago
Project ManagementCRMAccountingLogisticsLeadershipCommunicationPublic SpeakingMicrosoft Office
About the role
- The ideal candidate thrives in a relationship-driven, execution-focused environment and is motivated by enabling others' success through organization, preparation, and follow-through.
Responsibilities
- Serve as a primary point of contact for CPA and accounting firm partners
- Coordinate and deliver partner reporting, updates, and presentations
- Manage logistics and preparation to make partner engagement seamless for advisors
- Track and manage partner interactions through CRM systems
- Collaborate cross-functionally with internal teams to support partner needs
- Depth and quality of relationships with partner firms
- Consistency and quality of execution across partner deliverables
- Ability to manage multiple priorities and deadlines
- Financial support for approved designations and courses
Requirements
- Degree to which Choreo Advisors becomes embedded within partner organizations
- 5+ years of experience in relationship management, client service, or partnership support roles
- Proficiency with CRM systems and presentation tools (e.g., PowerPoint)
Nice to have
- Charlotte is strongly preferred
- Bachelor's degree required
- finance, business, or related field preferred
- Experience working with CPA firms, financial advisors, or within wealth management is highly preferred
Compensation
- Competitive salary and bonus plan
Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- Unlimited, discretionary time off
- Paid parental leave
- 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.
- We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
- Support educational initiatives, including joint advisor/CPA sessions and events
Company info
- Here is what we offer:
Equal opportunity
- equal opportunity employer.
This listing is sourced directly from Choreo's careers page and normalized into a canonical job model.