Senior Vice President of Wealth Advisory Services

2 weeks ago

Charlotte, North Carolina, United States Choreo Full time

At Choreo, we are dedicated to enhancing the well-being of our clients, their families, our colleagues, and the broader community. With over two decades of experience, we have consistently addressed the financial planning needs of our clients through a nationwide network of over 40 locations. Driven by technology and a commitment to equality, we strive to exceed client expectations and assist them in achieving their future goals.

Choreo is in search of a Senior Vice President of Wealth Advisory Services to collaborate with a team of Regional Leaders and Advisory teams in nurturing and sustaining relationships with high-net-worth clients. This executive will report to the Senior Vice President of Advisors and will concentrate on improving the overall client experience and retention within our Wealth Advisory division. Additionally, this role will ensure the formulation and execution of business development strategies to meet new business objectives and company performance metrics. The Senior Vice President of Wealth Advisory Services will play a pivotal role in shaping Choreo's future client experience strategy.

Key Responsibilities

  • The Senior Vice President will collaborate with the wealth advisory team to deliver exceptional advice and service, aiming to surpass client expectations and foster both retention and the acquisition of new clients.
  • Engage with Regional Leaders to develop market-specific business strategies that align with the overarching business plans of offices and individual advisors. Work closely with prospective business development officers to ensure new business targets are achieved within the designated territory.
  • Enhance client retention and expansion through strict adherence to the business plan, utilizing KPI analysis, CRM oversight, and collaboration with marketing through drip campaigns and other firm resources.
  • Mentor and partner with regional advisory teams, crafting local office strategies that align with firm initiatives and monitoring success against established goals.
  • Facilitate the rollout of new service offerings and strategic initiatives consistently across various offices within the territory.
  • Collaborate with Marketing and Platform Management to leverage existing technologies, tools, and resources, while identifying additional resources necessary to improve client relationship strategies.
  • Serve as the liaison between the executive team and advisory offices to ensure alignment in messaging and to share insights and opportunities for improvement.
Essential Qualifications
  • Bachelor's degree in financial planning or a related discipline.
  • A minimum of 8 years of experience in a similar role or industry.
  • Series 65 certification is required; CFP or a comparable designation is preferred.
  • Willingness to obtain additional licenses and/or designations as necessary.
  • Experience as an investment advisor with expert-level knowledge related to advisor responsibilities and business requirements.
  • Strong oral and written communication skills.
  • Proven ability to influence, coach, and lead others.
  • Analytical thinking capabilities, with the ability to identify and seek necessary information/research skills.
  • Detail-oriented and capable of thriving in a fast-paced, dynamic environment.
  • Willingness to travel as needed.
Employee Benefits

At Choreo, we offer a comprehensive total rewards package designed to empower our teams in both their professional and personal lives. Our benefits emphasize health, happiness, and financial security. Here’s what we provide:
  • Competitive salary and bonus structure.
  • Comprehensive medical, dental, and vision coverage.
  • Basic life and disability insurance.
  • 401(k) matching program.
  • Financial support for approved designations and educational courses.
  • Opportunities for technical, leadership, and sales training.
  • Unlimited, discretionary time off.
  • Paid parental leave.
Choreo is an equal opportunity employer committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

  • Senior Vice President of Client Advisory Services

    1 week ago

    Charlotte, North Carolina, United States Choreo Full time

    Job OverviewAt Choreo, we are dedicated to enhancing the well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we have been addressing the financial planning needs of our clients through a growing network of locations across the country. Driven by innovation and a commitment to equality,...

  • Vice President, Investment Banking

    1 month ago

    Charlotte, North Carolina, United States Stout Full time

    Vice Presidents in the Investment Banking group at Stout will be actively involved with leading day-to-day transaction execution of middle-market mergers and acquisitions, capital raising, ESOP and special situation transactions.Vice Presidents will play an integral role in all of the firm's M&A and Capital Markets advisory activities.Stout is currently...

  • Senior Vice President of Accountability

    2 weeks ago

    Charlotte, North Carolina, United States Compass Group USA Full time

    Senior Vice President of Accountability - Career Opportunity with Compass Group USACompass Group USA is seeking a Senior Vice President of Accountability to spearhead the establishment and attainment of accountability objectives across various sectors, ensuring optimal outcomes in critical areas such as inventory management, financial integrity, and...

  • Senior Vice President of Financial Services

    2 weeks ago

    Charlotte, North Carolina, United States Carter Mackenzie International Full time

    Location: Charlotte, NC Metro AreaAbout the Role: Carter Mackenzie International is seeking a Senior Vice President of Financial Services to spearhead our client's financial operations within a leading automotive services organization. This role is pivotal in managing extensive Accounts Receivable (AR) and Accounts Payable (AP) shared services teams.Key...

  • Vice President of Culinary Operations

    1 week ago

    Charlotte, North Carolina, United States Perkins Management Services Full time

    Perkins Management Services stands as a premier provider of integrated food service solutions, encompassing cafeteria management, catering operations, and retail dining (featuring renowned brands such as Fuddruckers, Starbucks, Pizza Hut, Chick-Fil-A, among others). We cater to a varied clientele within the educational and governmental sectors across...

  • Senior Vice President of Sales

    1 week ago

    Charlotte, North Carolina, United States BINSWANGER MANAGEMENT COR Full time

    Job OverviewPosition Title: Senior Vice President of SalesCompany Overview:Binswanger Management Corp, a distinguished leader in the global commercial real estate sector, is actively seeking dynamic and skilled professionals to enhance its expanding sales division. With a legacy of excellence since 1931, Binswanger is committed to empowering its brokers with...

  • Senior Vice President of Culinary Operations

    2 weeks ago

    Charlotte, North Carolina, United States Compass Group, PLC Full time

    Position Overview:As the Senior Vice President of Culinary Operations, you will play a pivotal role in upholding exceptional culinary standards within the Defense sector. Key Responsibilities:In this capacity, your primary responsibility will be to oversee culinary leaders, ensuring they adhere to both corporate and sector-specific standards. You will:...

  • Vice President of Investment Banking

    2 weeks ago

    Charlotte, North Carolina, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is recognized for its distinctive entrepreneurial environment that prioritizes collaboration and openness. We provide driven individuals the chance to significantly impact client projects and engage in pivotal leadership roles within the organization, fostering a high degree of job satisfaction...

  • Senior Vice President of Marketing

    2 weeks ago

    Charlotte, North Carolina, United States StepStone Group Full time

    Job OverviewStepStone Group is a dynamic and expanding Global Private Markets firm that specializes in tailored investment and advisory services for some of the most discerning investors worldwide. With a robust capital allocation exceeding $675 billion, including over $150 billion in assets under management (AUM), we maintain a diversified presence in...

  • Vice President of Regional Health Services

    7 days ago

    Charlotte, North Carolina, United States 2Twelve Recruiting, LLC Full time

    Job OverviewPosition: Regional Assistant Vice President of Health ServiceLocation: Charlotte, NC RegionKey Responsibilities:Offer strategic direction and oversight to Facility ConsultantsOversee evaluations of healthcare facilities for adherence to regulationsWork in partnership with other leaders in Health Services to guarantee high-quality patient...

  • Senior Vice President of Marketing

    2 weeks ago

    Charlotte, North Carolina, United States StepStone Group Full time

    Job OverviewStepStone Group is a dynamic and expanding Global Private Markets firm that specializes in tailored investment and advisory services for some of the most discerning investors worldwide. With an impressive total capital allocation of $675 billion, including over $150 billion in assets under management (AUM), we are extensively diversified across...

  • Vice President of Operations

    2 weeks ago

    Charlotte, North Carolina, United States Carrier Enterprise Full time

    Overview:The Vice President of Operations is responsible for providing strategic leadership and direction across multiple regions within Carrier Enterprise. This role is pivotal in ensuring that the organization achieves outstanding operational performance and fulfillment results.Key Responsibilities:1. Lead and manage operational teams to drive efficiency...

  • Senior Vice President of Global Operations

    2 weeks ago

    Charlotte, North Carolina, United States TalentBridge Holdings Corporation Full time

    Company Overview:TalentBridge Holdings Corporation is a premier global electronics manufacturer dedicated to providing cutting-edge and superior quality products to our clientele.Position Overview:We are seeking a highly accomplished Senior Vice President of Global Operations to become an integral part of our executive leadership team. This role is pivotal...

  • Vice President of Investment Banking

    2 weeks ago

    Charlotte, North Carolina, United States MUFG Americas Full time

    About UsMUFG Americas is recognized for its distinctive entrepreneurial environment that prioritizes collaboration and openness. We provide driven individuals the chance to make significant contributions to client projects and assume pivotal leadership roles within the organization, leading to high job satisfaction and a robust career foundation. Our...

  • Senior Vice President of People Operations

    2 weeks ago

    Charlotte, North Carolina, United States Compass Group USA Full time

    Position Title: SENIOR VICE PRESIDENT OF PEOPLE OPERATIONS About Our Organization Compass Group USA stands as a premier provider of foodservice and support solutions, recognized for our exceptional personnel, outstanding service, and remarkable outcomes. With a workforce exceeding 283,000, we operate in diverse environments including award-winning dining...

  • Senior Vice President of Sponsorship Strategy

    2 weeks ago

    Charlotte, North Carolina, United States Dentsu America Full time

    Company Overview Dentsu America is a leading integrated agency that leverages the influence of sports and entertainment to drive impactful marketing solutions and experiences. Our core strength lies in our deep understanding of consumer behavior, allowing us to forge strong connections between brands and sports properties. Through strategic insights,...

  • Senior Vice President of Credit Risk Management

    2 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, ensuring we meet the needs of our clients, employees, communities, and shareholders consistently.Creating a supportive workplace is fundamental to our success, and we are committed to fostering diversity and...

  • Senior Vice President of Food Service Management

    7 days ago

    Charlotte, North Carolina, United States Compass Group Poland Sp. z o.o. Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director of Culinary Operations to join our team at Compass Group Poland Sp. z o.o. as a Senior Vice President of Food Service Management.Key ResponsibilitiesDevelop and implement a comprehensive culinary strategy that aligns with the company's business objectives and enhances the...

  • Senior Vice President of Operations

    2 weeks ago

    Charlotte, North Carolina, United States NorthPoint Search Group Inc Full time

    Company Overview: NorthPoint Search Group Inc is a leading firm in the construction sector, specializing in restoration services.Position Summary: We are seeking a Senior Vice President of Operations to oversee our regional operations. This role is pivotal in driving the success of our Charlotte, NC branch.Key Responsibilities:Sales and Business Development:...

  • Executive Vice President of Business Development

    3 days ago

    Charlotte, North Carolina, United States Lone Wolf Production Service Enterprises Full time

    Job Title: Executive Vice President of Business DevelopmentJob Summary:We are seeking a seasoned and accomplished Executive Vice President to join our leadership team at Lone Wolf Production Service Enterprises. The ideal candidate will be responsible for driving business growth, overseeing operations, and ensuring profitability. As a key member of our...