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.
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.
