Director of RPAS Growth – Advisor Enablement

Choreo

Director of RPAS Growth & Advisor Enablement at Choreo driving revenue growth across Retirement Plan Advisory Services through advisor engagement and new business execution.

Posted 7/1/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving revenue growth through strategic advisor engagement, pipeline management, and business development within the retirement plan advisory sector. Proficient in developing scalable growth models and delivering training to enhance advisor performance and conversion rates.

Highest-signal resume keywords

Retirement Plan AdvisoryBusiness DevelopmentCRM Pipeline ManagementFiduciary ServicesCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue GrowthPipeline DevelopmentProposal DevelopmentSales Lifecycle ManagementMarket Insights AnalysisOpportunity IdentificationRetirement Plan StructuresERISA KnowledgeFiduciary ConsiderationsSales Enablement Materials

Soft Skills

LeadershipCoachingCollaborationPresentation SkillsRelationship Building

Tools & Technologies

CRM Systems

Industry Keywords

401(k)403(b)Profit SharingCash Balance PlansInstitutional SalesWealth ConsultingBenefits Consulting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, or related field
10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations
Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
Proven track record of driving business development and achieving revenue growth targets
Experience with CRM systems and pipeline management
Demonstrated leadership experience influencing advisors or sales teams
Exceptional communication and presentation skills (executive-level)

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