Drive client acquisition and market growth in Austin by leveraging CPA partner channels and professional networks. Lead the full lifecycle of client development, from pipeline generation to delivering integrated wealth strategies for high-net-worth individuals.
Choreo
2 Remote Job Openings at Choreo
Lead the development and execution of marketing strategies to support inorganic growth and position the firm as a preferred acquisition platform. Create high-impact deal materials and lead targeted outreach campaigns to attract RIAs, CPA firms, and strategic partners.