Vice President - Partner Development

November 23

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Choreo

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1 - 10 employees

🤝 B2B

🏢 Enterprise

⚡ Productivity

Description

• The Vice President of Partner Development is responsible for driving the strategic development... • This role will interact on a regular basis with existing strategic partners... • The VP will need to travel to key strategic partner offices in our network... • Manages onboarding of partner firms once they decide to join the alliance...

Requirements

• Bachelor’s degree from an accredited institution • CPA/CFP highly preferred • Prior work experience with CPA partners and firms highly preferred • 15 years of proven experience in a sales and outreach role • Prior 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 motivated and target-driven individual • Ability to travel an estimated 15% - 50%

Benefits

• 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