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Choreo
Chicago, IL, United States
Regional Vice President, Business Development At Choreo , we are passionate about improving the well - being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we’ve worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowe
Job Source: ChoreoCasechek
Chicago, IL, United States
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Job Source: CasechekConfidential
Chicago, IL, United States
Vice President, Regional Business Development About the Company Premier property & casualty insurer Industry Insurance Type Public Company Founded 1882 Employees 10,001+ Categories Finance Insurance Property Management Security Emergency Management Life Insurance Risk Management Warren Township Workers' Compensation Financial Services Property Ins
Job Source: Confidentialmarco
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Marco is a Fintech firm focused on financing underserved SME businesses. Given the profitable financing business model and an underserved market, Marco is scaling rapidly. This role will have high impact potential within the Marco team. We are a fast-paced and client-driven organization with offices located in New York, Miami, and Montevideo. We op
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Job Source: Captive ResourcesMarco
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Job Source: MarcoHalo Investing
Chicago, IL, United States
About Us: Named by Fast Company in its Top 10 Most Innovative FinTech Companies, Halo Investing is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial advisors, wealth managers and RIA’s access to structured notes, buffered ETFs, and annuities. By delivering the best pricing and execution to t
Job Source: Halo InvestingChicago
Job Description Job Description At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve our clients beyond what is expected and help them achieve their future.
The Regional Vice President (RVP) of Business Development will partner with our Advisors to build a referral pipeline with our Choreo Alliance CPA firms. These are exclusive relationships Choreo has negotiated with large national CPA firms across the nation. Choreo acts as a service line to the CPA firm providing their clients with wealth management services. The RVP will work with CPA Partners to identify referral opportunities and facilitate the close of business. This is a great role for a forward-thinking individual who gets excited by growth, is solution-focused, and is passionate about helping their clients get the Wealth Management solutions they need.
Primary Responsibilities
Build relationships with CPA partners to communicate the Choreo value proposition.
Help to develop, execute, and oversee a networking strategy with individual CPA Partners
Promote Choreo's business model to partners, and act as a key ambassador for developing quality business relationships with key influencers (Developing and implementing comprehensive outreach strategies to increase awareness and engagement)
Develop an office by office playbook for educating the CPA firm (Creating and implementing tactical outreach plans in the region, to include initiatives that drive Wealth Management referrals and attain Choreo's goals and objectives within the region)
Identify new lead sources and manage all communication channels and contact mediums through high impact face-to-face meetings and presentations
Work with marketing to deploy seminars, events, thought leadership, and drip campaigns within the CPA firm and with CPA clients
Manage prospect pipeline and entire sales funnel for the CPA firms within the region
Introducing our Wealth Advisors to the CPAs Partners are confident in our ability to handle their clients with their Wealth Management solutions. Measured by closing Wealth Clients alongside advisors
Serving as a liaison to our Wealth Management Advisors by providing initial referral hand-offs and effective follow up if required
Using the Customer Relationship Management (CRM) tool for all activity tracking, notes, events, and content for a single source of truth for everyone to use
Transition Client to Advisor and ensure successful first year onboarding
Basic Qualifications
Bachelor's degree from an accredited institution; Master's degree preferred
CPA/CFP preferred; At least three years of experience in business development role for a Certified Public Accounting organization is highly desired.
5 years of proven experience in a sales and outreach role within professional services
Strong understanding of comprehensive financial planning
Demonstrated ability and skill required to create and manage referral bases within a region
Skilled at event planning with strong public speaking skills
Preferred Wealth Management or Family Office experience
Thorough understanding of the B2B/Professional Service Environment
Strong written and oral communication skills; quick to respond
Team player with the ability to work independently
Highly motived and target driven individual
Ability to work well with multiple personality styles
Local and regional travel is a required component of this position
Strong organizational skills, thriving on independent work, and situational fluency
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.
Regional Vice President, Business Development jobs in Chicago
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