Senior Associate, Technology Platform

Charlotte, North Carolina, United States

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.

In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.

• Act as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
• Assist with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
• Process user access update requests in the firm’s CRM.
• Process user access requests and troubleshoot inquiries for the firm’s document repository system.
• Assist with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
• Work as part of a team to continue the enhancement of our technology stack to be client and user friendly.
• Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
• Support other systems/process as needed on the Platform Management team.

• Bachelor’s Degree in Finance, Accounting or related concentration.
• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role.
• Independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
• Above average proficiency in Microsoft Office Products.
• Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus.
• High attention to detail and accuracy while meeting deadlines.
• Strong analytical skills.

• 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.