Director of RPAS Growth & Advisor Enablement

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

OPENING SUMMARY

The Director of RPAS Growth & Advisor Enablement is a leadership role responsible for driving revenue growth across Retirement Plan Advisory Services (RPAS) by owning advisor engagement, internal wholesaling, and end-to-end new business execution.

This role is designed to create a focused growth engine within RPAS—establishing a repeatable, measurable sales process while enabling financial advisors with the tools, messaging, and support needed to consistently generate and convert opportunities.

The position works in close partnership with the Director of RPAS – Client Experience & Team Leadership to align growth initiatives with delivery excellence, fiduciary quality, and team capacity.

Primary Responsibilities: 

Growth Strategy & Execution

• 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)

Advisor Enablement (Internal Wholesaling)

• 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

Pipeline Development & Opportunity Management

• 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

CPA & Strategic Alliance Development

• Lead development and execution of CPA and external alliance strategy
• Organize events, campaigns, and relationship-building initiatives to generate high-quality leads