Choreo is seeking a Senior Business Intelligence Developer to work on the Technology team in the development, operations, and maintenance of Microsoft tools and features. This role will ensure that daily ETL processes are running successfully, current reports are accurate, and new PowerBI reporting is built and released as needed. The Senior BI Developer will report to the Senior Director of Business Analytics and partner with the Chief Informati...
As a key member of our operations team, you will work with the team, wealth advisors, and other team members across multiple offices to serve a client base consisting of High-Net-Worth families and business owners. . Responsibilities. . Part of the operations team responsible for client relationship management of a multi-location practice. . Become familiar with custodian relationships, processes, and service teams. . Prepare related forms and as...
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 t...
We are currently seeking an experienced. Wealth Advisor. to work with high-net-worth clients of our firm. In this role, advisors will build internal support from existing colleagues, develop new business with internal and external clients, coordinate client engagement teams serving existing clients, and manage current client relationships effectively over a long period. . Primary Responsibilities. . Manages the largest, most sophisticated clients...
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 t...
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 t...
