Director of RPAS Growth & Advisor Enablement
霍雷奥是一个财富管理公司，建立在金融顾问的互联网络上。该公司拥有共同愿景，服务于企业家，CPA 和个人，以前思维的方式来实现财富规划。我们有200多名员工和全国40多个地点，我们在这里为客户提供更多服务。开放总结：RPAS 增长与咨询师启用主任是通过拥有顾问参与，内部批发以及端到端新的商务执行推动退休计划咨询服务 (RPAS) 的收入增长负责的领导角色。该职位旨在在创建 RPAS 内部一个专注的增长引擎，建立可重复和可测量的销售过程，同时使金融顾问有必要的工具，信息和支持来持续创造和转换机会。该职位与 RPAS 主任密切合作 客户体验和团队领导力以将增长举措与交付卓越性，信托质量和团队能力结合起来。主要责任：增长战略 &执行 ·自行 RPAS 收入增长结果，包括管道开发，转化率和整体新业务成果 · 建立和执行一个结构化的顾问推广和沟通序列，以推动转让和参与 ·领导整个销售生命周期：管道 →资格 →建议 →接近，选择性地吸引 RPAS 领导层进行复杂机会 ·开发并完善可重复，可扩展的增长模式，具有可测量的投入 （顾问触摸，转让，机会，胜利）顾问启用 （内部批发）·作为金融顾问的主要联系人，为他们提供工具，信息和信心来定位 RPAS 解决方案 ·构建和维护销售启动材料，包括价值提案，投标板和竞争定位 · 为顾问提供培训，辅导和持续支持以改善机会识别和转换管道发展与机遇管理 · 建立推生成，资格和优先级的流程 · 保持 CRM 管道报告，预测和问责度指标的所有权 · 与顾问合作促进机会并消除关闭 CPA&战略联盟开发的障碍 · 领导 CPA 和外部联盟策略的开发和执行 ·组织活动，运动和活动；
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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
OPENING SUMMARY
The Director of RPAS Growth & Advisor Enablement is a leadership role responsible for driving revenue growth across Retirement Plan Advisory Services (RPAS) by owning advisor engagement, internal wholesaling, and end-to-end new business execution.
This role is designed to create a focused growth engine within RPAS—establishing a repeatable, measurable sales process while enabling financial advisors with the tools, messaging, and support needed to consistently generate and convert opportunities.
The position works in close partnership with the Director of RPAS – Client Experience & Team Leadership to align growth initiatives with delivery excellence, fiduciary quality, and team capacity.
Primary Responsibilities:
Growth Strategy & Execution
- 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)
Advisor Enablement (Internal Wholesaling)
- 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
Pipeline Development & Opportunity Management
- 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
CPA & Strategic Alliance Development
- 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
Market Feedback & Value Proposition Evolution
- 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
Collaboration & Operating Model
- 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
Basic Qualifications:
- 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)
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- 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
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Originally posted on Himalayas