Strategic CPA Partnerships Manager

Choreo; United States; Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive salary

Bonus plan

Medical/dental/vision plans

401(k) matching

Educational support

Discretionary time off

Parental leave

Job summary

Choreo Advisors is seeking a Manager, Partner Relationships to deepen strategic partnerships with accounting firms and deliver an exceptional partner experience. The role emphasizes execution, organization, and follow-through to embed Choreo within partner firms.

The ideal candidate thrives in a relationship-driven, service-oriented environment and will coordinate reporting, educational initiatives, and cross-functional collaboration to meet commitments and drive growth.

Qualifications

• 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.

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 systems.
• Ensure consistent follow-through on commitments and action items.
• Collaborate cross-functionally with internal teams to support partner needs.

Skills

Relationship management

Client service

Partnership support

Communication

Education

Bachelor’s degree

Tools

CRM systems

PowerPoint

Job description

Choreo Advisors is seeking a Manager, Partner Relationships to deepen strategic partnerships with accounting firms and deliver an exceptional partner experience. The role emphasizes execution, organization, and follow-through to embed Choreo within partner firms.

The ideal candidate thrives in a relationship-driven, service-oriented environment and will coordinate reporting, educational initiatives, and cross-functional collaboration to meet commitments and drive growth.