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.
OPENING SUMMARY
Director, Retirement Plan Business Development is a leadership role responsible for driving revenue growth across Retirement Plan Advisory Services (RPAS) by owning advisor engagement, internal wholesaling, and end-to-end new business execution.
This role is designed to create a focused growth engine within RPAS—establishing a repeatable, measurable sales process while enabling financial advisors with the tools, messaging, and support needed to consistently generate and convert opportunities.
The position works in close partnership with the Director of RPAS – Client Experience & Team Leadership to align growth initiatives with delivery excellence, fiduciary quality, and team capacity.
Primary Responsibilities:
Growth Strategy & Execution
Advisor Enablement (Internal Wholesaling)
Pipeline Development & Opportunity Management
CPA & Strategic Alliance Development
Market Feedback & Value Proposition Evolution
Collaboration & Operating Model
Basic Qualifications:
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:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
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