Note: The job is a remote job and is open to candidates in USA. Choreo is a wealth management firm focused on servicing entrepreneurs, CPAs, and individuals through a network of financial advisors. The Director of RPAS Growth & Advisor Enablement is responsible for driving revenue growth across Retirement Plan Advisory Services by enhancing advisor engagement and executing new business strategies.
Responsibilities
- Own RPAS revenue growth outcomes, including pipeline development, conversion rates, and overall new business results
- Build and execute a structured advisor outreach and communication cadence to drive referrals and engagement
- Lead the full sales lifecycle: pipeline → qualification → proposal → close, engaging RPAS leadership selectively for complex opportunities
- Develop and refine a repeatable, scalable growth model with measurable inputs (advisor touches, referrals, opportunities, wins)
- Serve as primary liaison to financial advisors, equipping them with tools, messaging, and confidence to position RPAS solutions
- Build and maintain sales enablement materials, including value propositions, pitch decks, and competitive positioning
- Deliver training, coaching, and ongoing support to advisors to improve opportunity identification and conversion
- Establish processes for referral generation, qualification, and prioritization
- Maintain ownership of CRM pipeline reporting, forecasting, and accountability metrics
- Partner with advisors to advance opportunities and remove barriers to closing
- Lead development and execution of CPA and external alliance strategy
- Organize events, campaigns, and relationship-building initiatives to generate high-quality leads
- Expand RPAS’s presence within key referral channels
- Capture market insights and advisor feedback to refine RPAS offerings and positioning
- Partner with RPAS leadership to continuously improve messaging, deliverables, and service model alignment
- Collaborate closely with the RPAS Leadership to ensure alignment between growth and delivery capacity
- Engage service leadership strategically for complex finals, pricing credibility, or fiduciary expertise
- Participate in regular cadence meetings (pipeline reviews, strategic alignment sessions) to ensure coordinated execution
Skills
- Bachelor's degree in Finance, Business, or related field
- 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
- Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations
- Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
- Proven track record of driving business development and achieving revenue growth targets
- Experience with CRM systems and pipeline management
- Demonstrated leadership experience influencing advisors or sales teams
- Exceptional communication and presentation skills (executive-level)
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
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