Choreo

HQ
Drytown
Total Offices: 2
137 Total Employees

Choreo Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers generous parental leave

Offers performance bonuses

Offers employee discounts

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Career Growth + Development

Provides customized development tracks

Job training & conferences

Company Culture

Offers a remote work program

Offers diversity-based Employee Resource Groups

Provides a mobile phone discount

Offers legal assistance

Recently posted jobs

3 Days AgoSaved
In-Office
Charlotte, NC, USA
Financial Services
Support Growth by managing CRM pipeline, partner tracking, and executive reporting. Analyze large datasets to surface insights, strengthen CRM discipline, standardize workflows, and pilot AI/automation to improve data capture and process efficiency. Partner cross-functionally to implement system enhancements and enable advisor growth.
3 Days AgoSaved
In-Office
Charlotte, NC, USA
Financial Services
The Executive Assistant provides administrative support to the Executive Leadership Team, manages calendars, coordinates travel, prepares reports, and helps with project support. Duties include handling confidential information, liaising with stakeholders, and improving administrative workflows.
7 Days AgoSaved
In-Office
Charlotte, NC, USA
Financial Services
Manage and deepen strategic CPA and accounting firm partnerships by coordinating partner engagement, reporting, events, and CRM-tracked interactions. Ensure execution of commitments, collaborate cross-functionally to support partner needs, and help embed Choreo Advisors within partner firms to expand formal CPA partnerships.