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. In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.

Responsibilities

: Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system. Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses. Processing user access update requests in the firm’s CRM.

Processing user access requests and troubleshooting inquiries for the Firm’s document repository system. Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems. Work as a part of a team to continue the enhancement of our technology stack to be client and user friendly.

Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required. Support other systems/process as needed on the Platform Management team.

Qualifications

: Bachelor’s Degree in Finance, Accounting or other related concentration 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role An independent self-starter mentality and natural curiosity for learning about new technology and industry tools.

Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives.

that place an emphasis on health, happiness, and financial security.

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.

Senior Associate, Technology Platform