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© All Rights Reserved. ApplyBlast.com
Choreo
Choreo is seeking an experienced Strategic Relationship Manager to own a portfolio of CPA firm partnerships, strengthening partner engagement and ensuring consistent follow-through. This role focuses on creating accountability and operating discipline to scale institutional partnerships while resolving issues and maintaining rigorous CRM discipline. The position requires proactive relationship stewardship, hands-on execution, and the ability to navigate complex stakeholder environments.
Choreo Advisors is a wealth management firm that provides integrated, planning-first advisory services for business owners, executives, families, foundations, and working professionals. They pair clients with coordinated advisor teams that deliver personalized financial planning and ongoing guidance across investments, tax, estate and risk considerations. The firm emphasizes collaborative relationships rooted in clients’ personal goals, aiming to translate wealth into long-term fulfillment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Choreo.
Choreo didn’t post a salary, so this is our estimate from similar listings.
27% below the average for this role
Choreo Makes First Acquisition Under CEO Jason Van de Loo
1 month ago
