Strategic Partnerships Manager – CPA Network Activation

Choreo; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

Medical, dental, and vision plans

401(k) matching

Unlimited, discretionary time off

Parental leave

Job summary

Choreo, a wealth management firm, seeks an experienced Strategic Relationship Manager to own a portfolio of CPA firm partnerships. You will collaborate with lead advisors to ensure activation, cadence, CRM discipline and timely follow-through across partners.

This role is not traditional sales; it requires owning complex institutional relationships, identifying opportunities to deepen engagement, and building scalable processes that balance consistency with partner-specific needs.

Qualifications

• 8+ years of strategic or institutional relationship management experience.
• Proven ownership of complex external relationships and CRM discipline.
• Experience leading recurring business reviews, relationship planning and stakeholder coordination.
• Bachelor’s degree or equivalent professional experience.

Responsibilities

• Own a portfolio of CPA relationships with active management.
• Lead partner reviews and roadmaps with internal stakeholders.
• Translate objectives into activation plans with clear owners.
• Coordinate resources across teams to deliver on commitments.
• Maintain CRM data accuracy and timely reporting.
• Identify risks, resolve issues and preserve partner confidence.

Skills

Strategic relationship mgmt

Enterprise accounts

CRM discipline

Executive presence

Stakeholder coordination

Education

Bachelor’s degree

Tools

CRM platforms

Job description

Choreo, a wealth management firm, seeks an experienced Strategic Relationship Manager to own a portfolio of CPA firm partnerships. You will collaborate with lead advisors to ensure activation, cadence, CRM discipline and timely follow-through across partners.

This role is not traditional sales; it requires owning complex institutional relationships, identifying opportunities to deepen engagement, and building scalable processes that balance consistency with partner-specific needs.