We Help Businesses Choreograph Change.
Director, Wealth Advisor
Location
Texas
Posted
30 days ago
Salary
0
Seniority
Lead
Job Description
Director, Wealth Advisor
Choreo
• Build and maintain a consistent pipeline of high-value client opportunities; • Source opportunities through CPA partners, networks, and referrals; • Drive opportunities from introduction to close; • Maintain CRM discipline; • Develop relationships with CPA partner firms; • Translate relationships into referrals; • Establish consistent engagement cadence; • Lead high-conviction conversations; • Diagnose complex needs; • Deliver wealth strategies; • Close and onboard new clients; • Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations; • Establish presence in Austin; • Build COI relationships; • Expand local brand visibility.
Job Requirements
- Bachelor’s degree required.
- 10+ years of experience in wealth management or advisory.
- Proven ability to originate and close business.
- Experience with CPA or professional services networks.
- Strong financial planning expertise.
- CRM experience.
Benefits
- 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
Related Guides
Related Categories
Related Job Pages
More Director Jobs
Executive Director
Mary's MealsMary’s Meals provides daily school meals to more than 2,279,941 children in 20 countries 🌍💙 #FoodChangesTheStory
Role Description We are delighted to be recruiting for a visionary, mission-driven leader to join Mary’s Meals International (MMI) as Executive Director. In this new role, you will be reporting to our Board of Trustees, through our Board Chair, and working in collaboration with our President & Founder of Mary’s Meals. As Executive Director, you will provide inspirational strategic and operational leadership of MMI, ensuring delivery of its key responsibilities within the global strategic plan. Leading with humility, clarity and courage, you will champion faithful adherence to the vision, mission and values of Mary’s Meals, as we strive to grow our global movement and reach the next child waiting for Mary’s Meals. As Executive Director, you will: - Lead MMI in delivering its objectives across the three strategic pillars: Feed, Grow and Strengthen. - Oversee the coordination and implementation of global strategy. - Provide inspirational leadership to MMI and the MMI Executive Leadership Team. - Strengthen organisational systems, governance and development. - Foster strong collaboration across the global network. - Work closely with the Board, President and Founder and MMI teams to support sustainable growth across Affiliate organisations. Qualifications - You are an inspiring, effective and authentic leader with significant experience at executive or CEO level, in a complex organisation, ideally with an international footprint. - Experience in an international non-profit, charity or social impact organisation would be advantageous, though not essential. - Strong preference will be given to candidates with a deep understanding of our work gained through prior engagement with our mission. Requirements - Proven ability to inspire and lead senior teams, while cultivating a strong organisational culture. - Demonstrated success in developing and delivering strategy to drive growth, innovation and organisational strengthening. - Highly developed communication skills, with the ability to engage and influence diverse audiences. - Proven experience of leading transformational change, while maintaining stability and mission focus. - A deep personal commitment to the vision, mission and values of Mary’s Meals. Benefits - 34 days annual leave (pro-rated for part time working patterns) including bank holidays, increasing by 1 day each completed calendar year, to a maximum of 39 days (+ option to buy another week). - Flexible working. - Employee Assistance Programme. - Life assurance. - Pension. Company Description We are a global movement supported by people from all walks of life, united by one goal – that every child receives a nutritious daily meal in a place of education. As an organisation, named after Mary the mother of Jesus and shaped by Christian values, we feel that the way we do things is as important as the result and we welcome all who wish to play their part in our important work. We continue to change the lives of over 3 million children who today will receive Mary’s Meals. We are a values-driven organisation - we believe in the innate goodness of people, respect the dignity of every human being and family life and believe in good stewardship of the resources entrusted to us. In line with our values, we are fully committed to a culture of safeguarding, we are committed to preventing any type of unwanted behaviour at work and we expect all the Mary's Meals family to share this commitment and work in the best interest of the communities we serve. Our safe recruitment practices ensure that only those that are committed to our high standards join our movement. We believe in the innate goodness and dignity of every person. In line with this, Mary’s Meals is an equal opportunity employer and is committed to creating an inclusive and welcoming environment. All applicants will be considered fairly and on merit, without discrimination of any kind. We are happy for you to work remotely and flexibly, in a way that best supports your work-life balance. We have an office in Glasgow for those who would like to work from here occasionally or on a regular basis. Some travel to Glasgow, other locations across the UK and to countries where Mary’s Meals operates will be required.
• Execute trade and distribution strategies across rare disease and broader market channel models. • Lead implementation and oversight of 3PL partners, including inventory flow, order-to-cash, reverse logistics, and SLA management. • Support selection, onboarding, and operational management of specialty pharmacy partners. • Drive implementation of data aggregation capabilities across 3PLs, specialty pharmacies, and digital pharmacy partners. • Ensure serialization readiness, DSCSA compliance, and audit preparedness across products. • Serve as the primary operational lead across external trade, distribution, and data partners. • Partner cross-functionally with Market Access, Finance, Patient Services, and IT to ensure aligned execution and launch readiness.
Role Description The Director, Tech Workforce Strategy serves as a trusted advisor to the CIO and SLT. This role leads the design and execution of enterprise workforce strategies and operates at the intersection of strategy, talent, and operations. - Shapes the operating model by advancing AI-enabled workforce planning. - Embeds intelligent, data-driven decision-making across ETS. - Ideal for a strategic, data-driven leader who thrives in ambiguity. - Passionate about shaping the future of work in a complex, global technology organization. Qualifications - Experience in strategic workforce planning. - Strong understanding of AI and data-driven decision-making. - Proven leadership skills in a technology environment. Requirements - Ability to operate in a complex, global organization. - Strong advisory skills to engage with senior leadership. - Capability to drive agility, trust, and speed across teams. Benefits - Competitive salary and performance-based bonuses. - Comprehensive health and wellness programs. - Opportunities for professional development and growth.
• Provide statistical input to the creation of clinical development plan for the assigned compound(s) • Collaborate with cross-functional experts on clinical trial designs and make contributions to determination of objective, endpoints and sample size • Play as an integral part of a protocol development team by authoring statistical methods section and reviewing the protocol throughout • Ensure the accuracy of randomization algorithm and contribute to eCRF design to ensure data collection’s alignment with study objectives • Be the primary owner of study statistical analysis plan (SAP) for the assigned clinical trials alongside the shells for table/figures/listing (TFL) that present the analytic results and reflect the analysis intent specified in the SAP • Hold the primary responsibility of working with statistical vendors to implement the SAP and deliver study results with quality and speed • Hold the primary responsibility of managing statistical vendors to deliver other data analyses as needed (e.g., DMC support, interim analysis) • Provide statistical input to any form of data reporting or external dissemination, including clinical study report, regulatory communication and publication • Conduct data analyses as needed by using own SAS programs in collaboration with Statistical Program group for validation • Contribute to the development of Biometrics’ SOPs




