Regional Vice President, Business Development

3 weeks ago

Chicago, United States Choreo Full time
Job DescriptionJob Description

At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve our clients beyond what is expected and help them achieve their future.

The Regional Vice President (RVP) of Business Development will partner with our Advisors to build a referral pipeline with our Choreo Alliance CPA firms. These are exclusive relationships Choreo has negotiated with large national CPA firms across the nation. Choreo acts as a service line to the CPA firm providing their clients with wealth management services. The RVP will work with CPA Partners to identify referral opportunities and facilitate the close of business. This is a great role for a forward-thinking individual who gets excited by growth, is solution-focused, and is passionate about helping their clients get the Wealth Management solutions they need.

Primary Responsibilities

  • Build relationships with CPA partners to communicate the Choreo value proposition.
  • Help to develop, execute, and oversee a networking strategy with individual CPA Partners
  • Promote Choreo's business model to partners, and act as a key ambassador for developing quality business relationships with key influencers (Developing and implementing comprehensive outreach strategies to increase awareness and engagement)
  • Develop an office by office playbook for educating the CPA firm (Creating and implementing tactical outreach plans in the region, to include initiatives that drive Wealth Management referrals and attain Choreo's goals and objectives within the region)
  • Identify new lead sources and manage all communication channels and contact mediums through high impact face-to-face meetings and presentations
  • Work with marketing to deploy seminars, events, thought leadership, and drip campaigns within the CPA firm and with CPA clients
  • Manage prospect pipeline and entire sales funnel for the CPA firms within the region
  • Introducing our Wealth Advisors to the CPAs Partners are confident in our ability to handle their clients with their Wealth Management solutions. Measured by closing Wealth Clients alongside advisors
  • Serving as a liaison to our Wealth Management Advisors by providing initial referral hand-offs and effective follow up if required
  • Using the Customer Relationship Management (CRM) tool for all activity tracking, notes, events, and content for a single source of truth for everyone to use
  • Transition Client to Advisor and ensure successful first year onboarding

Basic Qualifications

  • Bachelor's degree from an accredited institution; Master's degree preferred
  • CPA/CFP preferred; At least three years of experience in business development role for a Certified Public Accounting organization is highly desired.
  • 5 years of proven experience in a sales and outreach role within professional services
  • Strong understanding of comprehensive financial planning
  • Demonstrated ability and skill required to create and manage referral bases within a region
  • Skilled at event planning with strong public speaking skills
  • Preferred Wealth Management or Family Office experience
  • Thorough understanding of the B2B/Professional Service Environment
  • Strong written and oral communication skills; quick to respond
  • Team player with the ability to work independently
  • Highly motived and target driven individual
  • Ability to work well with multiple personality styles
  • Local and regional travel is a required component of this position
  • Strong organizational skills, thriving on independent work, and situational fluency

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.

  • Regional Vice President

    4 weeks ago

    Chicago, United States American Arbitration Association Inc. Full time

    **Description** The American Arbitration Association (AAA) is seeking a dynamic and experienced leader to join our team as the Regional Vice President of Alternative Dispute Resolution (ADR) Services in Chicago, IL. In this pivotal role, you will be responsible for managing and promoting AAA's products and services within the assigned region, building and...

  • Regional Vice President

    4 weeks ago

    Chicago, United States American Arbitration Association Inc. Full time

    Description The American Arbitration Association (AAA) is seeking a dynamic and experienced leader to join our team as the Regional Vice President of Alternative Dispute Resolution (ADR) Services in Chicago, IL. In this pivotal role, you will be responsible for managing and promoting AAA's products and services within the assigned region, building and...

  • Vice President of Business Development

    6 days ago

    Chicago, IL, United States Selby Jennings Full time

    A leading Lower Middle Market Private Equity firm focused exclusively on healthcare investing, is looking to build out their Business Development team, by adding a Vice President of Business Development. The primary responsibility of the Vice President of Business Development will be to lead the firms deal sourcing initiatives, identifying and cultivating...

  • Vice President of Business Development

    4 weeks ago

    Chicago, United States Selby Jennings Full time

    Vice President of Business Development Responsibilities:Develop and execute comprehensive business development strategies to identify and source investment opportunities in healthcare.Build and maintain strong relationships with healthcare industry stakeholders, including providers, payers, technology companies, and other key players.Conduct market research...

  • Regional Vice President – Casualty Practice Leader

    2 weeks ago

    Chicago, United States Arthur J. Gallagher & Company Full time

    Plans and implements for all or some of the divisional/regional sales programs. Coordinates development of casualty related sales objectives, strategies, approaches, and sales processes and programs and ensures their execution. Participate in RFP pro Vice President, Leader, Practice, President, Regional, Business Services, Sales

  • Vice President

    3 weeks ago

    Chicago, United States Selby Jennings Full time

    Currently partnered with an Investment Management Firm, with $1bn aum, looking to add a Vice President of Business Development to one of their growing portfolio companies. The portfolio company is a world-class manufacturer of engineered solutions and services for transportation, logistics, and distribution industries. Currently the portfolio company acts as...

  • Vice President of Business Development

    4 weeks ago

    Chicago, IL, United States Selby Jennings Full time

    Vice President of Business Development Responsibilities: Develop and execute comprehensive business development strategies to identify and source investment opportunities in healthcare. Build and maintain strong relationships with healthcare industry stakeholders, including providers, payers, technology companies, and other key players. Conduct market...

  • Vice President, Business Development

    3 weeks ago

    Chicago, Illinois, United States Capstone Search Group Full time

    About the RoleLeader in the Medical Stop Loss Captive space seeks polished business development/sales professional. As a Vice President, Business Development – Medical Stop Loss, you will direct and oversee sales objectives and initiatives of the Medical Stop Loss team. This includes evaluating effectiveness of current sales programs and customer...

  • Vice President of Business Development

    2 weeks ago

    Chicago, United States Infuse Hospitality Full time

    As the Vice President of Business Development, you will be a critical member of our executive leadership team, reporting directly to the CEO. You will be responsible for identifying business growth opportunities, developing strategic plans, and ensuring the successful completion of our short- and long-term development goals. You will also be expected to...

  • Vice President of Advisory Services

    3 weeks ago

    Chicago, Illinois, United States Choreo Full time

    At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...

  • Vice President of Land Development

    5 days ago

    Chicago, United States LVI Associates Full time

    LVI is working with a Texas-based firm with around 200+ employees and looking for a Vice President who has 15+ years of experience in residential development. This VP would be well connected in the Texas area, has strong relationships with developers and homebuilders. This position will also require you to lead multiple offices. Requirements: PE License in...

  • Vice President of Advisory Services

    4 weeks ago

    Chicago, United States Choreo Full time

    Job DescriptionJob DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by...

  • Vice President, Business Development

    2 weeks ago

    Chicago, United States Capstone Search Group Full time

    About the Role Leader in the Medical Stop Loss Captive space seeks polished business development/sales professional. As a Vice President, Business Development – Medical Stop Loss, you will direct and oversee sales objectives and initiatives of the Medical Stop Loss team. This includes evaluating effectiveness of current sales programs and customer...

  • Vice President

    3 weeks ago

    Chicago, Illinois, United States The Amynta Group Full time

    We're thrilled that you are interested in joining us here at the Amynta GroupVice President (VP)-Underwriting is responsible for producing, underwriting, managing and retaining profitable business for the company. The primary objective of the VP-Underwriting is to underwrite, maintain and grow the Ambridge portfolio in accordance with the business plan,...

  • Vice President of Development and Marketing

    2 days ago

    Chicago, United States Leadership Greater Chicago Full time

    **ABOUT LEADERSHIP GREATER CHICAGO (LGC)**: Leadership Greater Chicago (LGC) is the region’s premier civic leadership development program, delivering the knowledge and network to lead bold, transformative change. LGC convenes, connects, and mobilizes the area’s most promising leaders around key socioeconomic issues through dynamic education and...

  • Area Assistant Vice President

    4 days ago

    Chicago, United States Arthur J. Gallagher & Company Full time

    This position is responsible for producing new business and servicing existing accounts. List of Essential Duties: Produces revenue through sales to new and existing clients with emphasis on mid-size companies with high revenue. Provides service to c Vice President, Assistant, President, Client Relations, Sales, Management

  • Vice President of Finance

    2 weeks ago

    Chicago, United States World Business Chicago Full time

    World Business Chicago (WBC) is a non-profit economic development organization that serves as the city and Chicagoland’s leading advocate for business attraction, retention, and growth. Our mission is to foster inclusive economic growth and promote Chicago as a premier global business destination. WBC is looking for a Vice President (VP) of Finance to join...

  • Vice President, Strategic Initiatives

    35 minutes ago

    Chicago, United States United Way Full time

    **POSITION**: Vice President, Strategic Initiatives **REPORTS TO**: President & CEO **LOCATION**: Chicago, IL **FLSA**: Full - Time Exempt **POSITION OVERVIEW** As a member of the Senior Leadership Team, the Vice President, Strategic Initiatives is accountable for leading United Way’s external facing civic efforts including United Way’s public...

  • Vice President

    4 weeks ago

    Chicago, United States The Amynta Group Full time

    We're thrilled that you are interested in joining us here at the Amynta Group!Vice President (VP)-Underwriting is responsible for producing, underwriting, managing and retaining profitable business for the company. The primary objective of the VP-Underwriting is to underwrite, maintain and grow the Ambridge portfolio in accordance with the business plan,...

  • Vice President of Underwriting

    4 weeks ago

    Chicago, United States Selby Jennings Full time

    Vice President of Underwriting:Company Overview: My client is a pioneering InsureTech company at the forefront of revolutionizing the insurance industry. Leveraging cutting-edge technology and data analytics, we are dedicated to providing innovative insurance solutions to their clients. They are committed to driving efficiency, accuracy, and customer...