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 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.