Manager, Partner Relationships

Choreo; Charlotte (NC); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

Unlimited, discretionary time off

401(k) matching program

Job summary

Choreo is seeking a Manager, Partner Relationships in Charlotte, NC, to support and deepen strategic partnerships with CPA firms. This position emphasizes delivering quality partner experiences and ensuring commitments are met.

The ideal candidate has over 5 years of experience in relationship management and is proficient with CRM systems. Employee benefits include competitive salary and bonus plans, medical coverage, 401(k) matching, and unlimited discretionary time off.

Qualifications

• 5+ years of experience in relationship management or client service.
• Experience with CPA firms or within wealth management is highly preferred.
• Strong organizational and project management skills.

Responsibilities

• Serve as a primary point of contact for CPA and accounting firm partners.
• Coordinate and deliver partner reporting, updates, and presentations.
• Support educational initiatives, including joint advisor/CPA sessions.

Skills

Relationship management

Project management

Communication skills

CRM proficiency

Education

Bachelor’s degree in finance, business, or related field

Tools

CRM systems

PowerPoint

Job description

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.

Position Overview

Choreo Advisors is seeking a Manager, Partner Relationships to support and deepen strategic partnerships with accounting firms. This role is not a traditional sales position—instead, it is focused on delivering high-quality partner experience, ensuring commitments are met, and helping embed Choreo within partner firms.

The ideal candidate thrives in a relationship-driven, execution-focused environment and is motivated by enabling others’ success through organization, preparation, and follow-through.

Key Responsibilities

• Serve as a primary point of contact for CPA and accounting firm partners
• Coordinate and deliver partner reporting, updates, and presentations
• Support educational initiatives, including joint advisor/CPA sessions and events
• Manage logistics and preparation to make partner engagement seamless for advisors
• Track and manage partner interactions through CRM systemsEnsure consistent follow-through on commitments and action items
• Collaborate cross-functionally with internal teams to support partner needs

Success Metrics

• Depth and quality of relationships with partner firms
• Degree to which Choreo Advisors becomes embedded within partner organizations
• Consistency and quality of execution across partner deliverables
• Contribution to expanding formal CPA partnerships from approximately 5–6 to 25 over the next three years

Qualifications & Experience

• Bachelor’s degree required; finance, business, or related field preferred
• 5+ years of experience in relationship management, client service, or partnership support roles
• Experience working with CPA firms, financial advisors, or within wealth management is highly preferred
• Strong organizational and project management skills
• Proficiency with CRM systems and presentation tools (e.g., PowerPoint)
• Excellent communication and interpersonal skills

Key Competencies

• Relationship-oriented mindset with a strong service focus
• High attention to detail and execution excellence
• Ability to manage multiple priorities and deadlines
• Collaborative, team-first approach
• Proactive and solutions-oriented

Additional Information

• Travel is expected as part of the role
• Charlotte is strongly preferred; exceptional remote candidates may be considered

Employee 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

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.