Manager, Partner Relationships

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.

• →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

• 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

• 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

• 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

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