Manager, Partner Relationships
Choreo · Charlotte, NC · 3 mo ago
Business DevelopmentFull-time
Key Responsibilities
- Serve as a primary point of contact for CPA and accounting firm partners
- Cook up 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
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
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
- 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