Choreo - United States

Choreo seeks a Strategic Relationship Manager in Charlotte to own CPA firm partnerships. Requires 8+ years in strategic account management, strong relationship stewardship, and proactive engagement. Competitive salary, 401(k) match, unlimited PTO.

Join Choreo in Wilmette, IL as a Client Service Associate supporting high-net-worth clients. Requires 3+ years in wealth management or financial services, strong communication skills, and MS Office proficiency. Enjoy competitive pay, 401(k) matching, and unlimited PTO.