Manager, Partner Relationships
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
