Charlotte, North Carolina, United States · On-site
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 tr…
Skills: Business Analytics, Strategy, Operations, Excel, PowerPoint
Charlotte, North Carolina, United States · On-site
Company Description With over 100 years of experience, Sika is a worldwide innovation and sustainability leader in the development and production of systems and products for commercial and residential construction, as we…
Skills: Business Development, Channel Management, Technical Sales, Consultative Selling, Negotiation
Charlotte, North Carolina, United States · Hybrid
Sr. Marketing Campaign Manager Overview The Sr. Marketing Campaign Manager will strategize, execute, and report on integrated, multi-channel campaigns that grow our existing base of suppliers in the AvidPay Network. This…
Skills: Campaign Strategy, Multi-channel Marketing, A/B Testing, Marketing Automation, CRM Management
Charlotte, North Carolina, United States · Hybrid
When life gets hard, we make it easier! Libra Solutions helps overcome the burdens created by slow-moving legal processes. Combining technical innovation and financial strength, we help speed cumbersome workflows and eas…
Skills: Account Management, Customer Service, Data Analysis, Negotiation, Interpersonal Skills
Charlotte, North Carolina, United States · Hybrid
$80k–$250k/yr
Hunter Douglas is the world’s leading manufacturer of window coverings and a major manufacturer of architectural products. We are a brand that you know and trust. With more than 100 years of innovation, we’ve defined our…
Skills: Consultative Sales, High-ticket Sales, Closing, CRM Pipeline Management, Objection Handling
Charlotte, North Carolina, United States · Remote OK
Heartflow is a medical technology company advancing the diagnosis and management of coronary artery disease, the #1 cause of death worldwide, using cutting-edge technology. The flagship product—an AI-driven, non-invasive…
Skills: Sales Achievement, Account Development, Clinical Proficiency, Stakeholder Management, Cross-functional Collaboration
Charlotte, North Carolina, United States · Hybrid
As a Senior IT Engineer here at Honeywell, you will lead and mentor a team of IT technical product owners, shaping the strategic direction and effective execution of our technology projects. Collaborating closely with se…
Skills: IT Project Management, SAP ERP Integration, SFDC, CPQ, Content Management Systems
Charlotte, North Carolina, United States · On-site
We seeking an experienced and hands-on Corporate Controller to lead the company's accounting operations and financial reporting functions. This individual will oversee all corporate accounting activities, ensure accurate…
Skills: Financial Reporting, GAAP Compliance, Multi-entity Consolidations, Internal Controls, Project Accounting
Charlotte, North Carolina, United States · On-site
About Us At Harvest Advertising Inc, we believe every brand has a unique story. That's why we start by understanding your business, your goals, and your audience. Our team combines creativity with data-driven strategies …
Skills: Interpersonal Communication, Customer Engagement, Organizational Skills, Teamwork, Computer Proficiency
Charlotte, North Carolina, United States · On-site
About Us At Harvest Advertising Inc, we believe every brand has a unique story. That's why we start by understanding your business, your goals, and your audience. Our team combines creativity with data-driven strategies …
Skills: Market Research, Campaign Coordination, Customer Engagement, Marketing Operations, Project Scheduling
Charlotte, North Carolina, United States · On-site
About Us At Harvest Advertising Inc, we believe every brand has a unique story. That's why we start by understanding your business, your goals, and your audience. Our team combines creativity with data-driven strategies …
Skills: Written Communication, Verbal Communication, Organizational Skills, Interpersonal Abilities, Attention To Detail
Charlotte, North Carolina, United States · On-site
AutoZone’s store teams are the frontline of WOW! Customer Service, ensuring that customers find the right parts and solutions for their automotive needs. Store employees maintain well-stocked inventory, assist customers …
Skills: Customer Service, Sales, Inventory Management, Automotive Knowledge, Communication
Charlotte, North Carolina, United States · On-site
$80k–$100k/yr
Facility Design Project Manager Salas O’Brien is a growing employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow&rsquo…
Skills: Project Planning, Budget Management, Risk Mitigation, Team Leadership, Client Management
Charlotte, North Carolina, United States · Hybrid
$140k–$185k/yr
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work he…
Skills: Project Management, Transit Engineering, Technical Leadership, Business Development, Multimodal Infrastructure Design
Charlotte, North Carolina, United States · On-site
Position Summary The Class C Lineman is an entry level line work position to construct and repair electrical overhead distribution systems. You will work on energized and de‑energized powerlines and may be required to tr…
Skills: Overhead Distribution Systems, Live-line Work, CDL, Bucket Truck Operation, Digger Derrick Operation
Charlotte, North Carolina, United States · On-site
Sales & Rental Equipment Coordinator Department: Supporting Employment Type: Full Time Location: Corporate Branch Reporting To: Tom Noble Compensation: $47,500 / year Description Location: Charlotte, NC — WMH Solutions C…
Skills: Sales coordination, Rental coordination, Order processing, Customer service, Logistics
Charlotte, North Carolina, United States · On-site
The Guest Services Representative at the Whitewater Center is responsible for creating a friendly and welcoming atmosphere for all guests. The Guest Services Representative must provide guests with guidance to best match…
Skills: Customer Service, Communication Skills, Typing, Software Adaptation, Decision Making
Charlotte, North Carolina, United States · On-site
$22/hr–$30/hr
About Company: Denali is the leading organic recycling company on a mission to unlock the power of unused food and organics, transforming them into resources to feed, fuel, and replenish the earth. Our work is essential …
Skills: Vehicle Operation, Safety Protocols, Time Management, DOT Regulations Compliance, Communication
Charlotte, North Carolina, United States · On-site
$120k–$160k/yr
Kaeser Compressors, Inc. is one of the largest and most successful suppliers of industrial compressed air systems in the US. Our design philosophy of simplicity, reliability, and efficiency provides a solid, demonstrable…
Skills: Sales Management, Industrial Sales, Capital Equipment Sales, Leadership, Mentorship
Charlotte, North Carolina, United States · On-site
What You Will Do Our Security Officers protect the Industrial or Commercial property of our clients against fire, vandalism and illegal entry. Our clients range from Class-A Office Buildings, Luxury Residential Propertie…
Skills: Property Protection, Surveillance, Access Control, Emergency Response, Security Patrolling
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The role focuses on driving reporting, pipeline management, and partner tracking to support the Growth organization. It involves translating unstructured data into actionable insights and leveraging AI tools to optimize business workflows.
Requires a bachelor's degree and 3-5 years of experience in business analytics, consulting, or operations. Candidates must be proficient in Excel, PowerPoint, and CRM systems, with a strong interest in AI and automation.
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.
The Strategy & Operations Analyst will support the Growth organization by driving reporting, pipeline management, and partner tracking across Choreo’s CPA channel and broader growth initiatives. This individual will work closely with the VP of Growth Strategy to translate complex, often unstructured data into clear, actionable insights that improve decision-making and execution.
This role sits at the intersection of business operations, growth and technology, with a strong emphasis on leveraging tools, data, and emerging AI capabilities to improve how Choreo captures, structures, and acts on growth opportunities. The ideal candidate is not only analytically strong, but also curious about technology, comfortable working with evolving systems, and motivated to incorporate AI into day-to-day workflows.
This is a high-impact role focused on establishing rigor and visibility within Choreo’s growth engine—ensuring pipeline accuracy, strengthening CRM discipline, and enabling leadership with executive-ready reporting. The role is primarily execution-oriented (≈70%), with increasing ownership over time (≈30%).
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:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
We are passionate about improving the well-being of our clients, their families and everyone in our communities.
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
Offices: Chicago, IL, US · Boston, MA, US · Minneapolis, MN, US · Los Angeles, California, US · Charlotte, NC, US
