Director of RPAS Growth – Advisor Enablement

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Choreo

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🏢 Enterprise

⚡ Productivity

B2B • Enterprise • Productivity

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: pipeline → qualification → proposal → close, engaging RPAS leadership selectively for complex opportunities • Develop and refine a repeatable, scalable growth model with measurable inputs (advisor touches, referrals, opportunities, wins) • 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 to improve opportunity identification and conversion • Establish processes for referral generation, qualification, and prioritization • Maintain ownership of CRM pipeline reporting, forecasting, and accountability metrics • Partner with advisors to advance opportunities and remove barriers to closing • Lead development and execution of CPA and external alliance strategy • Organize events, campaigns, and relationship-building initiatives to generate high-quality leads • Expand RPAS’s presence within key referral channels • Capture market insights and advisor feedback to refine RPAS offerings and positioning • Partner with RPAS leadership to continuously improve messaging, deliverables, and service model alignment • Collaborate closely with the RPAS Leadership to ensure alignment between growth and delivery capacity • Engage service leadership strategically for complex finals, pricing credibility, or fiduciary expertise • Participate in regular cadence meetings (pipeline reviews, strategic alignment sessions) to ensure coordinated execution

🎯 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