Director of RPAS Growth & Advisor Enablement

Responsibilities

• Own RPAS revenue growth outcomes, including pipeline development and conversion rates
• Build and execute structured advisor outreach and communication cadences
• Lead the full sales lifecycle from qualification to closing
• Develop repeatable, scalable growth models and sales enablement materials
• Serve as the primary liaison to financial advisors, providing tools and training
• Manage CRM pipeline reporting, forecasting, and accountability metrics
• Lead development and execution of CPA and external alliance strategies
• Capture market insights to refine RPAS offerings and positioning

Requirements

• Bachelor’s degree in Finance, Business, or related field
• 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
• Deep knowledge of employer-sponsored retirement plans (401(k), 403(b), profit sharing, etc.)
• Strong understanding of ERISA, fiduciary services, and the retirement plan marketplace
• Proven track record of driving business development and revenue growth
• Experience with CRM systems and pipeline management
• Demonstrated leadership experience influencing advisors or sales teams
• Exceptional executive-level communication and presentation skills

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, and sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave

About the Company

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.