Strategy & Operations Analyst

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.

OPENING SUMMARY

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%).

Primary Responsibilities:

Advisor Growth and Process Enablement

Help reinforce a repeatable advisor growth model, including lead capture, pipeline progression, and opportunity management

Provide reporting and insights that connect advisor activity to business outcomes (e.g., pipeline → conversion → new clients)

Identify gaps in advisor usage, process adherence, and pipeline discipline, and proactively flag opportunities for improvement

Pipeline Management

Monitor pipeline health, including stage progression, data completeness, and aging opportunities

Identify and escalate issues such as stalled deals, inconsistent usage, or gaps in data capture

Support standardization of pipeline workflows, definitions, and reporting outputs

Explore opportunities to automate data capture and workflow improvements using AI-enabled tools

Partner Tracking

Track CPA partner engagement, referral activity, and conversion performance

Support development and maintenance of partner-level scorecards

Ensure consistent data capture and reporting across partner relationships and advisor teams

Help identify opportunities to improve partner activation, using both data analysis and system enhancements

Process Optimization

Actively leverage and experiment with AI tools and emerging technologies to improve workflows, reporting, and data capture

Partner with internal teams and vendors to support implementation of CRM enhancements, automation solutions, and AI-enabled capabilities

Identify opportunities to reduce manual work and improve data quality through automation

Help translate business needs into clear requirements for technology solutions

Stay current on new tools and recommend practical applications within the Growth team

Basic Qualifications:

Bachelor’s degree required

3–5 years of experience in business analytics, consulting, strategy, or operations roles

Strong proficiency in Excel and PowerPoint; experience creating executive-ready materials

Experience working with CRM systems (Microsoft Dynamics preferred)

Demonstrated ability to work with large, unstructured datasets and produce actionable insights

Strong comfort with technology, systems, and learning new tools quickly

Interest in AI and automation, with a willingness to apply new tools in a business context

Strong attention to detail and commitment to data accuracy

Preferred Skills (optional):

Experience in financial services, wealth management, or professional services

Experience working with sales teams, advisors, or relationship-driven professionals to improve process adoption and reporting

Ability to balance data rigor with practical, user-friendly solutions that drive adoption

Strong problem-solving mindset with ability to operate in ambiguity

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 in…