Choreo

Business Operations

• Map current‑state workflows across advisory, operations, and compliance functions, including variations by office and advisor practice model
• Identify friction, redundancy, and automation opportunities prior to solution or platform decisions
• Design future‑state processes that are realistic, scalable, and appropriate for a distributed advisor organization
• Maintain a living process library that serves as a foundation for automation and applied intelligence initiatives
• Translate business needs into clear, executable functional specifications for internal teams and external build partners
• Define acceptance criteria, edge cases, and data validation rules for all deliverables
• Own the requirements backlog in coordination with project management and delivery teams
• Support early‑stage intake by shaping loosely defined ideas into decision‑ready problem statements before they enter delivery backlogs
• Serve as the internal process and functional voice on active builds, escalating only architectural or strategic decisions
• Design and execute structured user acceptance testing for all platform and workflow deliverables
• Clearly document defects and manage resolution cycles with build partners
• Sign off on deliverables prior to leadership review and production release
• Develop process documentation, training materials, and reference guides for new workflows and tools
• Partner with system administrators and platform owners on rollout sequencing and adoption planning
• Communicate process and workflow changes clearly to non‑technical, advisor‑facing audiences
• Partner with Advisor Enablement, L&D and Enterprise Transformation teams to ensure alignment with strategic initiative timing
• Ensure approved future‑state processes are accurately translated into platform designs, automation logic, and system behavior
• Identify and flag misalignments between intended process outcomes and technical implementations early in delivery
• Evaluate processes for automation and applied intelligence readiness, identifying candidates for decision support, workflow automation, or assistive technologies
• Partner with platform, data, and AI teams to ensure process design supports responsible and scalable intelligent solutions
• Design business outcome reporting requirements that define how success will be measured after implementation, including operational metrics, adoption indicators, and process performance measures
• Establish and maintain standards for process maps, functional specifications, and acceptance documentation used across platform initiatives
• Ensure documentation quality supports consistent execution and institutional reuse
• Work closely with platform strategy, data and engineering, operations, compliance, and advisor leadership teams
• Support firm‑wide initiatives spanning process standardization, data governance, platform modernization, and applied AI
• Preserve process intent from discovery through delivery and adoption

Business Process Architect

Growth Marketing

• 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

Director of RPAS Growth – Advisor Enablement

General

• Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
• Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
• Processing user access update requests in the firm’s CRM.
• Processing user access requests and troubleshooting inquiries for the Firm’s document repository system.
• Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
• Work as a part of a team to continue the enhancement of our technology stack to be client and user friendly.
• Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
• Support other systems/process as needed on the Platform Management team.

Senior Associate, Technology Platform

Security Engineer

• Lead all IT-related projects, including system implementations, upgrades, and integrations
• Serve as the technology lead for M&A activity, including due diligence and post-acquisition integration
• Partner cross-functionally to prioritize and deliver technology initiatives on time and within budget
• Implement best practices in project governance, documentation, and change management
• Further define and execute the firm’s IT and cybersecurity strategy aligned with business and growth objectives
• Serve as a trusted advisor to executive leadership on technology investments, risks, and opportunities
• Manage the annual IT budget, vendor strategy, and roadmap
• Evaluate and implement systems that improve operational efficiency, client experience, and scalability
• Own and continuously enhance the firm’s information security program
• Ensure compliance with applicable regulatory frameworks (e.g., SEC, FINRA, NIST, CMMC, cybersecurity guidance)
• Oversee risk assessments, vulnerability management, incident response, and business continuity planning
• Act as the primary escalation point for all security incidents and threats
• Manage relationships with external SOC and cybersecurity vendors
• Oversee day-to-day IT operations across infrastructure, applications, and end-user support
• Manage and hold accountable outsourced providers (Help Desk, NOC, SOC, MSP/MSSP) through SLAs and KPIs
• Ensure high availability, performance, and reliability of all systems
• Drive continuous improvement in service delivery and user experience
• Supervise internal SysAdmin resource and augment capabilities as needed
• Establish and maintain IT policies, procedures, and controls
• Ensure proper data governance, privacy, and protection of client information
• Support audits, regulatory exams, and third-party assessments
• Maintain documentation and reporting for executive leadership and board-level visibility

Business Process Architect

Director of RPAS Growth – Advisor Enablement

Senior Associate, Technology Platform

Senior Director, Information Technology/Information Security