The Staff Accountant will manage end-to-end accounts payable processes, including vendor payments, expense reporting, and 1099 reporting. They will also assist with monthly close procedures, account reconciliations, and process improvement initiatives to support the firm's financial operations.
The Director of RPAS Growth & Advisor Enablement is responsible for driving revenue growth within Retirement Plan Advisory Services by managing the full sales lifecycle and advisor engagement. This role involves building scalable growth models, developing sales enablement tools, and fostering strategic alliances with CPAs to expand market presence.
Serve as the primary point of contact for CPA and accounting firm partners to deepen strategic relationships. Coordinate partner reporting, educational initiatives, and logistics to embed Choreo within partner organizations.
