Director of RPAS Growth – Advisor Enablement

Job not on LinkedIn

🕒 July 1

🌾 Iowa – Remote

🌾 Iowa – Remote

⏰ Full Time

🔴 Lead

📈 Growth Marketing

👻 Ghost score 33%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Choreo

WebsiteLinkedInAll Job Openings

1 - 10 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Choreo is a division of Business Furniture + Co that revolutionizes workplaces through innovative design and change management. Led by CEO Mary Beth Oakes since 2008, Choreo partners with companies to enhance employee and workspace potential, focusing on data-driven, people-centric approaches. They manage workplace transitions, offering services from design to technology integration and cleaning. Their expertise in change and move management supports organizations through all phases of renovation or relocation, ensuring alignment with business strategies and cultural objectives. Choreo's process involves workplace research, strategic planning, and comprehensive support to foster successful change.

📋 Description

• Own RPAS revenue growth outcomes, including pipeline development, conversion rates, and overall new business results • Build and execute a structured advisor outreach and communication cadence to drive referrals and engagement • Lead the full sales lifecycle from pipeline through qualification, proposal, and close • Develop and refine a repeatable, scalable growth model with measurable inputs • Serve as primary liaison to financial advisors, equipping them with tools, messaging, and confidence to position RPAS solutions • Build and maintain sales enablement materials, including value propositions, pitch decks, and competitive positioning • Deliver training, coaching, and ongoing support to advisors • Establish processes for referral generation, qualification, and prioritization • Own CRM pipeline reporting, forecasting, and accountability metrics • Partner with advisors to advance opportunities and remove barriers to closing • Lead CPA and external alliance strategy • Organize events, campaigns, and relationship-building initiatives to generate leads • Expand RPAS presence within key referral channels • Capture market insights and advisor feedback to refine offerings and positioning • Collaborate with RPAS leadership to align growth initiatives with delivery capacity, fiduciary quality, and team capacity • Engage service leadership for complex finals, pricing credibility, or fiduciary expertise • Participate in pipeline reviews and strategic alignment sessions

🎯 Requirements

• Bachelor’s degree in Finance, Business, or related field • 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting • Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations • Strong understanding of ERISA, fiduciary services, and retirement plan marketplace • Proven track record of driving business development and achieving revenue growth targets • Experience with CRM systems and pipeline management • Demonstrated leadership experience influencing advisors or sales teams • Exceptional communication and presentation skills (executive-level)

🏖️ 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