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Choreo · 3 hours ago

Vice President, Growth Strategy

Charlotte, NC

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Choreo is a wealth management firm dedicated to innovative financial planning and client fulfillment. They are seeking a Vice President of Growth Strategy to lead initiatives that enhance growth, optimize performance, and deepen client engagement through data-driven strategies and AI-enabled solutions.

Advice

Responsibilities

Leverage artificial intelligence and advanced analytics to uncover opportunities in client, operational, and financial data

Employ statistical and predictive modeling techniques to inform decision-making, automate insight generation, and forecast business outcomes

Translate complex analytical findings into clear, actionable strategies that drive growth and improve client outcomes

Design and lead a portfolio of growth pilots aimed at expanding net new assets under management and client relationships

Define success metrics, leading indicators, and feedback loops to evaluate pilot performance and scalability

Implement systems and processes that enable continuous learning and rapid iteration across pilot initiatives

Collaborate with business unit leaders to ensure alignment of pilots with firmwide strategic priorities

Provide program management oversight for all piloted and strategic growth initiatives, ensuring effective coordination, prioritization, and execution

Build repeatable frameworks for initiative tracking, milestone reporting, and performance assessment

Manage cross-functional dependencies to ensure growth initiatives are delivered on time, within scope, and with measurable impact

Prepare and deliver board-level and partner presentations for CPA firms, Centers of Influence (COI), and executive leadership

Communicate the firm’s growth strategy through compelling narratives supported by data and insight

Develop presentation materials and reports that effectively articulate strategy, progress, and outcomes to internal and external stakeholders

Qualification

AIAdvanced analyticsProgram managementStrategic innovationMBA in StrategyCommunication skillsTechnological fluencyCollaborative leadershipResults-oriented mindset

Required

MBA required (preferably with a focus in Strategy, Analytics, or Technology Management)

8+ years of experience in strategy, analytics, program management, business development, or related leadership roles—ideally within financial services, wealth management, or business consulting sectors

AI-native, uses AI and advanced analytics to drive business growth, efficiency, or client engagement

Demonstrated ability to manage complex programs and execute initiatives from concept through implementation

Exceptional communication and presentation skills, with experience preparing and delivering executive and board-level materials