Director of RPAS Growth & Advisor Enablement

Job overview

The Director of RPAS Growth & Advisor Enablement role is listed in Des Moines, IA. Compensation is not specified. Choreo is a wealth management firm serving entrepreneurs, CPAs, and individuals through a nationwide network of financial advisors. The director drives revenue growth for Retirement Plan Advisory Services by building advisor engagement, internal wholesaling, and new-business execution. The role establishes a measurable sales process and equips advisors with tools, messaging, and support to identify and convert opportunities while coordinating growth with service capacity and fiduciary quality.

What you'll do

• Own RPAS pipeline, conversion, and new-business outcomes
• establish advisor outreach and communication cadence
• lead opportunities from qualification through proposal and close
• develop a repeatable growth model
• create sales enablement materials
• train and coach advisors
• manage CRM pipeline reporting and forecasts
• develop CPA and external alliances
• organize lead-generating events and campaigns
• capture market feedback
• and coordinate growth plans with RPAS leadership and service teams.

What we're looking for

Skills & competencies

director of rpas growth

advisor enablement

retirement plan advisory services

wealth management

revenue growth

internal wholesaling

advisor training

pipeline management

cpa alliances

des moines ia

choreo

401(k)

403(b)

erisa

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision plans
• basic life and disability coverage
• 401(k) matching
• financial support for approved designations and courses
• technical, leadership, and sales training
• discretionary time off
• and paid parental leave.

Why this role

The role focuses on Retirement Plan Advisory Services and internal wholesaling, including advisor training and end-to-end new-business execution.

About the employer

Choreo is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.