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

Expand RPAS’s presence within key referral channels

Market Feedback & Value Proposition Evolution

Capture market insights and advisor feedback to refine RPAS offerings and positioning

Partner with RPAS leadership to continuously improve messaging, deliverables, and service model alignment

Collaboration & Operating Model

Collaborate closely with the RPAS Leadership to ensure alignment between growth and delivery capacity

Engage service leadership strategically for complex finals, pricing credibility, or fiduciary expertise

Participate in regular cadence meetings (pipeline reviews, strategic alignment sessions) to ensure coordinated execution

Basic Qualifications:

Bachelor’s degree in Finance, Business, or related field

10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting

Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations

Strong understanding of ERISA, fiduciary services, and retirement plan marketplace

Proven track record of driving business development and achieving revenue growth targets

Experience with CRM systems and pipeline management

Demonstrated leadership experience influencing advisors or sales teams

Exceptional communication and presentation skills (executive-level)

Employee Benefits  

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:  

Competitive salary and bonus plan  

Competitive medical, dental, and vision plans  

Basic life and disability coverage  

401(k) matching program  

Financial support for approved designations and courses

Technical, leadership, sales training opportunities

Unlimited, discretionary time off

Paid parental leave  

​​ Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.