Choreo, LLC
Director, CPE Program Charlotte, NC
Choreo, LLC, Charlotte, North Carolina, United States, 28245
Overview
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. It is an exciting time to be part of Choreo! We are expanding our Marketing team and seeking a Program Director for our new Continuing Professional Education offering for CPAs, tax professionals and centers of influence (COIs). This is a new role at Choreo, a registered investment advisor founded at the intersection of tax and wealth. We partner and engage in reciprocal referral relationships with individual CPAs, accounting firms, estate planning attorneys and other COIs to provide wealth management services to their clients. The introduction of this role demonstrates our foundational commitment to serving our referral partners and providing them with meaningful added value. The Director, CPE Program will be responsible for launching, owning, growing, and enhancing all aspects of Choreo’s continuing professional education offering for our referral partners. This is a critical new program at Choreo, and will be a visible centerpiece of the firm’s ongoing growth strategy. The ideal candidate will be highly organized and process-oriented with keen attention to detail, both a strategic thinker and a capable executor. Reporting to the SVP, Advisor Growth Marketing, this role will work directly with Choreo’s financial advisors and subject matter experts to develop, manage and deploy educational modules eligible for CPE credit, with responsibility ranging from concepting content to reporting and record-keeping.
Primary Responsibilities
Fully own the strategy, launch, and development for the CPE program Create new CPE modules that are strategically aligned with Choreo’s business objectives Manage the logistics, scheduling, attendance monitoring, reporting of credits and recordkeeping according to licensing requirements Develop and maintain auditable tracking mechanisms to capture all CPE activity and credits awarded throughout the year Support broader CPA industry organization (AICPA, Accounting Today, Journal of Accountancy, etc.) partnerships by co-creating/promoting CPE and other content for lead gen, thought leadership and relationship-building opportunities Develop a strong working relationship/rapport with advisors delivering CPE Serve as primary contact between Choreo and the National Association of State Boards of Accountancy (NASBA) Maintain Choreo’s CPE license in good standing with NASBA Ensure advisor presenter registration with NASBA and coordinate advisor presenter training Personally attend each CPE session delivered (in-person or virtually) and monitor for attendance and other required elements Keep detailed records of each session and participating attendees Following each session, provide credit certificates to participants, and report credits to NASBA Collect and respond to advisor and participant feedback regarding session value and new content, and make strategic recommendations for improvements Continuously evaluate and provide program enhancement recommendations to optimize partner/participant experience Support advisors in relationship-building with partners receiving CPE from Choreo Partner with the broader marketing team to build awareness and following for Choreo CPE as a value-add, including industry webinars/lead gen efforts
Basic Qualifications
6-8+ years of related experience in program/project management Bachelor’s degree in marketing, communications, accounting or a related field Background in tax, accounting, financial services, or other highly regulated industries Experience managing complex, national and highly-regulated programs High level of comfort managing live webinars and co-hosting if necessary Competency in developing, writing, adopting and following standard operating procedures Strong organizational skills and excellent research capabilities Self-motivated with an innate sense of urgency, whether working independently or collaboratively Ability to travel throughout the continental U.S., with the potential of up to 50% as needed Proficient in Microsoft Office, including PowerPoint, OneDrive and SharePoint, and Salentica CRM environment
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: 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
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Apply for this job
Indicates a required field First Name * Last Name * Email * Phone Country * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile What are your salary expectations? Please provide a range. Are you authorized to work in the U.S.? * Will you require visa sponsorship in the future? *
Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Choreo’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select...
Voluntary Self-Identification of Disability
Form CC-305 OMB Control Number 1250-0005; Expires 04/30/2026 PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This form should take about 5 minutes to complete. Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities and to measure our progress toward a goal of at least 7% workers with disabilities. Completing this form is voluntary, and your answer is confidential. No one who makes hiring decisions will see it. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s OFCCP website at www.dol.gov/ofccp. Disabilities include, but are not limited to: Alcohol or other substance use disorder Autoimmune disorders Blind or low vision Cancer Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement Epilepsy Gastrointestinal disorders Intellectual or developmental disability Mental health conditions Missing limbs Mobility impairment Nervous system conditions Neurodivergence Partial or complete paralysis Pulmonary or respiratory conditions Short stature Traumatic brain injury
PUBLIC BURDEN STATEMENT: This survey should take about 5 minutes to complete.
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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. It is an exciting time to be part of Choreo! We are expanding our Marketing team and seeking a Program Director for our new Continuing Professional Education offering for CPAs, tax professionals and centers of influence (COIs). This is a new role at Choreo, a registered investment advisor founded at the intersection of tax and wealth. We partner and engage in reciprocal referral relationships with individual CPAs, accounting firms, estate planning attorneys and other COIs to provide wealth management services to their clients. The introduction of this role demonstrates our foundational commitment to serving our referral partners and providing them with meaningful added value. The Director, CPE Program will be responsible for launching, owning, growing, and enhancing all aspects of Choreo’s continuing professional education offering for our referral partners. This is a critical new program at Choreo, and will be a visible centerpiece of the firm’s ongoing growth strategy. The ideal candidate will be highly organized and process-oriented with keen attention to detail, both a strategic thinker and a capable executor. Reporting to the SVP, Advisor Growth Marketing, this role will work directly with Choreo’s financial advisors and subject matter experts to develop, manage and deploy educational modules eligible for CPE credit, with responsibility ranging from concepting content to reporting and record-keeping.
Primary Responsibilities
Fully own the strategy, launch, and development for the CPE program Create new CPE modules that are strategically aligned with Choreo’s business objectives Manage the logistics, scheduling, attendance monitoring, reporting of credits and recordkeeping according to licensing requirements Develop and maintain auditable tracking mechanisms to capture all CPE activity and credits awarded throughout the year Support broader CPA industry organization (AICPA, Accounting Today, Journal of Accountancy, etc.) partnerships by co-creating/promoting CPE and other content for lead gen, thought leadership and relationship-building opportunities Develop a strong working relationship/rapport with advisors delivering CPE Serve as primary contact between Choreo and the National Association of State Boards of Accountancy (NASBA) Maintain Choreo’s CPE license in good standing with NASBA Ensure advisor presenter registration with NASBA and coordinate advisor presenter training Personally attend each CPE session delivered (in-person or virtually) and monitor for attendance and other required elements Keep detailed records of each session and participating attendees Following each session, provide credit certificates to participants, and report credits to NASBA Collect and respond to advisor and participant feedback regarding session value and new content, and make strategic recommendations for improvements Continuously evaluate and provide program enhancement recommendations to optimize partner/participant experience Support advisors in relationship-building with partners receiving CPE from Choreo Partner with the broader marketing team to build awareness and following for Choreo CPE as a value-add, including industry webinars/lead gen efforts
Basic Qualifications
6-8+ years of related experience in program/project management Bachelor’s degree in marketing, communications, accounting or a related field Background in tax, accounting, financial services, or other highly regulated industries Experience managing complex, national and highly-regulated programs High level of comfort managing live webinars and co-hosting if necessary Competency in developing, writing, adopting and following standard operating procedures Strong organizational skills and excellent research capabilities Self-motivated with an innate sense of urgency, whether working independently or collaboratively Ability to travel throughout the continental U.S., with the potential of up to 50% as needed Proficient in Microsoft Office, including PowerPoint, OneDrive and SharePoint, and Salentica CRM environment
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: 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
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Apply for this job
Indicates a required field First Name * Last Name * Email * Phone Country * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile What are your salary expectations? Please provide a range. Are you authorized to work in the U.S.? * Will you require visa sponsorship in the future? *
Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Choreo’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select...
Voluntary Self-Identification of Disability
Form CC-305 OMB Control Number 1250-0005; Expires 04/30/2026 PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This form should take about 5 minutes to complete. Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities and to measure our progress toward a goal of at least 7% workers with disabilities. Completing this form is voluntary, and your answer is confidential. No one who makes hiring decisions will see it. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s OFCCP website at www.dol.gov/ofccp. Disabilities include, but are not limited to: Alcohol or other substance use disorder Autoimmune disorders Blind or low vision Cancer Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement Epilepsy Gastrointestinal disorders Intellectual or developmental disability Mental health conditions Missing limbs Mobility impairment Nervous system conditions Neurodivergence Partial or complete paralysis Pulmonary or respiratory conditions Short stature Traumatic brain injury
PUBLIC BURDEN STATEMENT: This survey should take about 5 minutes to complete.
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