Choreo
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. 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.
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
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
Note: 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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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.
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
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
Note: Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
#J-18808-Ljbffr