Jobs at Choreo

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.

The Senior Associate will support Advisor teams with CRM inquiries, provide training, process user access, assist in data projects, and enhance technology solutions.

Responsible for developing and executing marketing strategies that enhance advisor growth, client engagement, and brand awareness across various channels.

The Senior Financial Planner will guide wealth advisors in financial and tax planning, enhance planning tools, and develop strategies for client-centric and firm-wide initiatives.

The Director of M&A Marketing develops marketing strategies for acquisitions, creates impactful materials, supports business development, and drives outreach campaigns in the financial services sector.

The Director of B2B Marketing leads Choreo's growth strategy, executing campaigns for CPAs, COIs, and M&A prospects while ensuring optimal performance and compelling content.