The Director, CPE Program is responsible for launching and managing Choreo's continuing professional education offering, ensuring it aligns with business objectives and regulatory requirements, while enhancing partner experiences.

The CPA Channel Marketing Manager will strategize and execute marketing strategies to enhance advisor growth through CPA partnerships, focusing on lead generation and brand awareness.

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.