Note: The job is a remote job and is open to candidates in USA. Choreo is a wealth management firm focused on servicing entrepreneurs, CPAs, and individuals through a network of financial advisors. The Director of RPAS Growth & Advisor Enablement is responsible for driving revenue growth across Retirement Plan Advisory Services by enhancing advisor engagement and executing new business strategies.

Responsibilities

• Own RPAS revenue growth outcomes, including pipeline development, conversion rates, and overall new business results
• Build and execute a structured advisor outreach and communication cadence to drive referrals and engagement
• Lead the full sales lifecycle: pipeline → qualification → proposal → close, engaging RPAS leadership selectively for complex opportunities
• Develop and refine a repeatable, scalable growth model with measurable inputs (advisor touches, referrals, opportunities, wins)
• Serve as primary liaison to financial advisors, equipping them with tools, messaging, and confidence to position RPAS solutions
• Build and maintain sales enablement materials, including value propositions, pitch decks, and competitive positioning
• Deliver training, coaching, and ongoing support to advisors to improve opportunity identification and conversion
• Establish processes for referral generation, qualification, and prioritization
• Maintain ownership of CRM pipeline reporting, forecasting, and accountability metrics
• Partner with advisors to advance opportunities and remove barriers to closing
• Lead development and execution of CPA and external alliance strategy
• Organize events, campaigns, and relationship-building initiatives to generate high-quality leads
• Expand RPAS’s presence within key referral channels
• Capture market insights and advisor feedback to refine RPAS offerings and positioning
• Partner with RPAS leadership to continuously improve messaging, deliverables, and service model alignment
• Collaborate closely with the RPAS Leadership to ensure alignment between growth and delivery capacity
• Engage service leadership strategically for complex finals, pricing credibility, or fiduciary expertise
• Participate in regular cadence meetings (pipeline reviews, strategic alignment sessions) to ensure coordinated execution

Skills

• Bachelor's degree in Finance, Business, or related field
• 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
• Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations
• Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
• Proven track record of driving business development and achieving revenue growth targets
• Experience with CRM systems and pipeline management
• Demonstrated leadership experience influencing advisors or sales teams
• Exceptional communication and presentation skills (executive-level)

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

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