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 levels of each partner organization and develop a clear understanding of its priorities, stakeholders, operating dynamics and client needs.
Establish a proactive engagement cadence that keeps partnerships active and progressing rather than relying on inbound requests or individual advisor initiative.
Prepare for and lead regular partner reviews, roadmap discussions and operating check-ins in partnership with the lead advisor and other internal stakeholders.
Drive activation and coordinated execution
Translate partnership objectives into documented activation plans, defined actions, accountable owners, deadlines and measurable next steps.
Orchestrate internal resources across advisors, marketing, operations, leadership and subject matter experts to deliver against partner commitments.
Coordinate partner education, workshops, communications, events, reporting and other activation motions, ensuring that each activity connects to a clear relationship objective and follow-up action.
Maintain momentum between formal meetings…