Choreo

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

Senior Director, Information Technology/Information Security

Director

• Build and maintain a consistent pipeline of high-value client opportunities;
• Source opportunities through CPA partners, networks, and referrals;
• Drive opportunities from introduction to close;
• Maintain CRM discipline;
• Develop relationships with CPA partner firms;
• Translate relationships into referrals;
• Establish consistent engagement cadence;
• Lead high-conviction conversations;
• Diagnose complex needs;
• Deliver wealth strategies;
• Close and onboard new clients;
• Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations;
• Establish presence in Austin;
• Build COI relationships;
• Expand local brand visibility.

Director, Wealth Advisor

Marketing

• Develop and lead integrated marketing strategies that support Choreo’s acquisition and partnership growth objectives.
• Build differentiated positioning and messaging that clearly communicates Choreo’s value proposition to prospective firms.
• Partner closely with executive leadership, corporate development, and business development teams to align marketing initiatives with pipeline priorities.
• Identify market trends, competitive insights, and industry opportunities to inform acquisition messaging and outreach strategies.
• Create best-in-class marketing and presentation materials for prospective acquisition targets and strategic partners.
• Support deal teams throughout the buyer journey by ensuring consistent, compelling communication at every stage of the pipeline.
• Design and execute targeted outreach campaigns to prospective firms and strategic partners using AI-enabled digital, email, content, and event-based marketing.
• Develop thought leadership campaigns that elevate Choreo’s brand visibility within the wealth management and advisory ecosystem.

Director, M&A

• Lead Choreo’s B2B growth strategy and execution across CPAs, professional COIs, and M&A prospects.
• Turn institutional strategy into compelling narratives, scalable campaigns, and measurable performance.
• Report to the Vice President of Institutional and Corporate Marketing, ensuring institutional marketing supports firm growth.
• Own CPA partner, COI, and M&A positioning frameworks.
• Develop and maintain institutional pitch decks, CPA onboarding and rollout materials, and presentation assets.
• Own end-to-end institutional campaigns, including CPA and COI drip programs, and targeted M&A outreach campaigns.
• Responsibilities include audience segmentation and list strategy, campaign build, deployment, optimization, and performance tracking.
• Continuously improve conversion, engagement, and relevance.
• Own institutional marketing content, including CPA case studies and partner portal content.

Senior Director, Information Technology/Information Security

Director, Wealth Advisor

Director, M&A

Director, B2B Marketing