Senior Vice President of Client Advisory Services

1 week ago

Charlotte, North Carolina, United States Choreo Full time
Job Overview

At 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, we strive to exceed client expectations and support them in achieving their financial aspirations.

Choreo is looking for a Senior Vice President of Client Advisory Services to collaborate with a team of Regional Leaders and Advisory teams in nurturing and developing relationships with high-net-worth clients. This executive will report to the Senior Vice President of Advisors and will concentrate on enhancing the overall client experience and retention within our Wealth Advisory division. Furthermore, this leader will ensure the creation and execution of business development strategies to meet new business objectives and company performance metrics. The Senior Vice President of Client Advisory Services will play a pivotal role in shaping the future client experience strategy at Choreo.

Key Responsibilities

  • Collaborate with the wealth advisory team to deliver exceptional advice and service, aiming to surpass client expectations and foster both retention and new client acquisition.
  • Work alongside Regional Leaders to formulate market-specific business plans that align with the overall business strategy of offices and individual advisors. Partner closely with business development officers to ensure that new business targets are achieved within the designated territory.
  • Enhance client retention and expansion through diligent adherence to the business plan, employing KPI analysis, CRM oversight, and collaboration with marketing through targeted campaigns and available resources.
  • Mentor regional advisory teams, developing localized strategies that align with firm initiatives and measure 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 and resources, while identifying additional tools necessary to enhance client relationship strategies.
  • Act as a liaison between the executive team and advisory offices to ensure consistent messaging and share insights on results and opportunities for improvement.

Qualifications

  • Bachelor's degree in financial planning or a related discipline.
  • A minimum of 8 years of experience in a relevant role or industry.
  • Series 65 certification is required; CFP or similar designation is preferred.
  • Willingness to pursue additional licenses and/or designations as necessary.
  • Experience as an investment advisor with expert-level knowledge of advisor responsibilities and business requirements.
  • Strong oral and written communication skills.
  • Proven ability to influence, coach, and lead teams.
  • Analytical mindset with the capability to identify and seek necessary information.
  • Detail-oriented and adept at working in a dynamic, fast-paced environment.
  • Willingness to travel as needed.

Employee Benefits

At Choreo, we offer a comprehensive 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 training courses.
  • Opportunities for technical, leadership, and sales training.
  • Unlimited discretionary time off.
  • Paid parental leave.

Choreo is an equal opportunity employer, committed to fostering a culture of diversity, equity, and inclusion.

  • 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...

  • 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...

  • 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...

  • Vice President of Culinary Operations

    2 weeks 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...

  • 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 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,...

  • 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 Food Service Management

    1 week 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...

  • Vice President of Regional Operations

    2 weeks ago

    Charlotte, North Carolina, United States Community Association Management Full time

    About UsCAMS (Community Association Management Services) is a leading HOA management firm in the southeastern United States, dedicated to prioritizing people and fostering a collaborative environment since our inception in 1991.We are committed to innovation and teamwork, ensuring we meet our objectives effectively.Position OverviewCAMS is in search of a...

  • 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:...

  • 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...

  • Investment Banking Vice President

    1 day ago

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

    About the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Vice President to join our Supply Chain & Logistics Group. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key ResponsibilitiesManage client...

  • 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:...

  • Senior Vice President of Operations

    2 weeks ago

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

    Position Overview: Our client, a rapidly expanding Construction Contractor specializing in Restoration Services, is seeking a Senior Vice President to oversee operations in the Charlotte, NC region.Key Responsibilities:Sales and Business Development:Achieve or surpass annual sales and profitability targets.Identify and cultivate new business opportunities...

  • Vice President of Regional Health Services

    1 week 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...

  • Vice President of KYC Client Engagement

    2 weeks ago

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

    Vice President of KYC Client EngagementLocation: Various locations across the United StatesJob Overview:The Client Outreach division serves as the primary contact point for clients, ensuring compliance with Know Your Client (KYC) periodic updates and remediation obligations. This team collaborates closely with Global Corporate and Investment Bankers, as well...

  • Vice President of Investment Banking

    2 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Overview:Forvis Mazars Capital Advisors, LLC, a subsidiary of Forvis Mazars, LLP, is in search of a Vice President to enhance our investment banking division. This role focuses on expanding our practice through the execution of investment banking projects, managing relationships, and initiating the development of origination capabilities and...

  • 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...