Senior Associate, Technology Platform

Choreo

Senior Associate managing CRM system and supporting technology at Choreo, a wealth management firm. Collaborating with financial advisors and operational teams for client service improvement.

Posted 6/24/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s Degree in Finance, Accounting or other related concentration
3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role
An independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
Above average proficiency in Microsoft Office Products
Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus
High attention to detail and accuracy while meeting deadlines
Strong analytical skills
Strong Communication skills

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisCRM softwareportfolio management systemsMicrosoft Office

Soft Skills

analytical skillscommunication skillsattention to detailself-starter mentalitycuriosity for learning

Certifications

Bachelor’s Degree in FinanceBachelor’s Degree in Accounting