Choreo · 7 hours ago

Vice President, Partner Development

Charlotte, NC

Full-time

Remote

Lead/Staff

15+ years exp

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Responsibilities

Serves as key point of contact for alliance members, overseeing regular check-ins with alliance member leaders, communicating partnership successes, and addressing high-level concerns to keep these relationships healthy and productive.

Collaborate with the Choreo marketing team on alliance program growth strategy

In close alignment with the marketing team, assists advisor teams with leveraging opportunities with alliance program members.

Owns logistics of telling the Choreo story to potential partners.

Manages onboarding of partner firms once they decide to join the alliance, adhering to legal and regulatory requirements associated with alliance membership.

Works with VP Advisory Services to establish clear standards and expectations for lead disposition and follow-up by advisors, and train advisors accordingly.

Regularly monitor adherence to follow-up protocols through accountability dashboards and reports, ensuring that each lead is fully optimized to enhance partnership value.

Use data insights from dashboards to assess partnership performance, identify areas needing support, and work with VP Advisory Services on strategies to help advisors deepen their relationships with alliance members.

Qualification

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CPACFPSales experienceB2B environmentWealth ManagementFamily Office experience