Choreo

Director

• Design and own the Integration Management Framework.
• Partner with Corporate Development to participate in due diligence and shape the integration plan pre-close.
• Lead the Integration Steering Committee to ensure cross-functional visibility and accountability.
• Define the integration phases (Day 1 readiness, 30/60/90-day plan, and full assimilation), and develop and maintain the Integration Playbook for repeatable success.
• Build and lead a small but mighty IMO team capable of managing multiple integrations simultaneously.
• Define clear roles and responsibilities across departments (Finance, Ops, HR, IT, Marketing) for each integration effort, and provide leadership, coaching, and clarity to cross-functional leads.
• Develop Day 1 communication and change management plans with Marketing/Communications department.
• Identify risks and dependencies early and develop mitigation strategies.
• Drive execution of integration plans across all functions (operations, HR, compliance, client service, marketing, and technology).
• Ensure employee and client transition plans are executed effectively.
• Track progress against KPIs: client retention, advisor retention, technology migration, and culture metrics.
• Oversee onboarding of acquired team members, systems, and processes.
• Serve as a culture ambassador, ensuring the integration process honors Choreo’s values.
• Develop communication strategies and feedback loops to monitor engagement and sentiment.
• Partner with HR and Internal Communications to reinforce shared values and leadership alignment.
• Analyze outcomes of each integration to refine playbooks and lessons learned.
• Maintain dashboards and executive reports on integration performance and pipeline health.

Director of Integration Management

Growth Marketing

• Leverage artificial intelligence and advanced analytics to uncover opportunities in client, operational, and financial data.
• Employ statistical and predictive modeling techniques to inform decision-making, automate insight generation, and forecast business outcomes.
• Translate complex analytical findings into clear, actionable strategies that drive growth and improve client outcomes.
• Design and lead a portfolio of growth pilots aimed at expanding net new assets under management and client relationships.
• Define success metrics, leading indicators, and feedback loops to evaluate pilot performance and scalability.
• Implement systems and processes that enable continuous learning and rapid iteration across pilot initiatives.
• Collaborate with business unit leaders to ensure alignment of pilots with firmwide strategic priorities.
• Provide program management oversight for all piloted and strategic growth initiatives, ensuring effective coordination, prioritization, and execution.
• Build repeatable frameworks for initiative tracking, milestone reporting, and performance assessment.
• Manage cross-functional dependencies to ensure growth initiatives are delivered on time, within scope, and with measurable impact.
• Prepare and deliver board-level and partner presentations for CPA firms, Centers of Influence (COI), and executive leadership.
• Communicate the firm’s growth strategy through compelling narratives supported by data and insight.
• Develop presentation materials and reports that effectively articulate strategy, progress, and outcomes to internal and external stakeholders.

Vice President, Growth Strategy

• Fully own the strategy, launch, and development for the CPE program
• Create new CPE modules that are strategically aligned with Choreo’s business objectives
• Manage the logistics, scheduling, attendance monitoring, reporting of credits and recordkeeping according to licensing requirements
• Develop and maintain auditable tracking mechanisms to capture all CPE activity and credits awarded throughout the year
• Support broader CPA industry organization (AICPA, Accounting Today, Journal of Accountancy, etc.) partnerships by co-creating/promoting CPE and other content for lead gen, thought leadership and relationship-building opportunities
• Develop a strong working relationship/rapport with advisors delivering CPE
• Serve as primary contact between Choreo and the National Association of State Boards of Accountancy (NASBA)
• Maintain Choreo’s CPE license in good standing with NASBA
• Ensure advisor presenter registration with NASBA and coordinate advisor presenter training
• Personally attend each CPE session delivered (in-person or virtually) and monitor for attendance and other required elements
• Keep detailed records of each session and participating attendees
• Following each session, provide credit certificates to participants, and report credits to NASBA
• Collect and respond to advisor and participant feedback regarding session value and new content, and make strategic recommendations for improvements
• Continuously evaluate and provide program enhancement recommendations to optimize partner/participant experience
• Support advisors in relationship-building with partners receiving CPE from Choreo
• Partner with the broader marketing team to build awareness and following for Choreo CPE as a value-add, including industry webinars/lead gen efforts

Director of Integration Management

Vice President, Growth Strategy

Director, CPE Program