Manager, Partner Relationships
About The Position
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. 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.
Requirements
- 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
Nice To Haves
- 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
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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
