Job description
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 Senior Director, Platform Management will act as a critical thought partner and strategic advisor, bringing deep expertise in technology platforms, data analysis, process optimization, business intelligence, and strategic innovation. This role provides leadership of the firm’s Performance Team and oversight of Black Diamond, the core data aggregation and reporting platform, ensuring accuracy, reliability, and continual improvement of performance and private asset data. It also oversees the firm’s Microsoft Dynamics 365 CRM program, including the internal CRM administrator and external development resources, ensuring the system is optimized to support advisor efficiency, client service, and firm growth. The Senior Director will lead performance reporting conversions associated with mergers and acquisitions, mentor and develop team members, evaluate new platform features, and coordinate rollout plans with stakeholders while also managing other key technology platforms, vendor relationships, and process optimization initiatives. This role regularly interacts with advisors and internal partners, addressing platform issues, supporting training needs, and setting the standard for outstanding internal customer service.
Primary Responsibilities
Black Diamond & Performance Team Oversight
- Provide leadership of the Performance Team, ensuring effective use of Black Diamond for data aggregation, performance reporting, and regulatory reporting.
- Oversee private asset data processes in partnership with SS&C Accord, proactively addressing data quality issues and improving exception management.
- Lead performance reporting conversions associated with mergers and acquisitions, ensuring accurate, timely and seamless integrations of acquired firm data into Black Diamond.
- Lead the design and delivery of accurate, customized performance reports to meet client and firm needs.
- Mentor and develop team members, fostering deep expertise in Black Diamond and performance reporting processes.
- Evaluate and vet new Black Diamond features and functionality, coordinating rollout plans with internal partners.
Microsoft Dynamics 365 CRM Oversight
- Manage the firm’s CRM ecosystem to support advisor productivity, client service, and firm growth.
- Provide oversight for the internal CRM Level 1 Administrator, who delivers user training and frontline support.
- Coordinate with external CRM development contractors responsible for enhancements, customizations, and bug fixes.
- Assess new CRM features and functionality, integrating changes and promoting adoption across the firm.
Advisor Interaction & Internal Customer Service
- Serve as a point of contact for advisors and internal partners when platform issues arise or training is required.
- Model and promote a culture of outstanding customer service, ensuring the platform team consistently delivers responsive, solution-oriented support.
- Collaborate with internal partners to anticipate needs, address concerns, and drive user adoption of platform tools.
Technology Platform Leadership & Innovation
- Oversee additional platforms including Pontera, Laserfiche, Dispatch, and eMoney, ensuring effective utilization and integration within the broader technology stack.
- Continuously evaluate new features and system capabilities across platforms, identifying opportunities for business improvement.
- Promote adoption and training for both existing and new technology tools.
Strategic Support and Vendor Management
- Partner with senior leadership to evaluate and implement strategic opportunities in technology and client solutions, assessing emerging technologies and process improvements.
- Manage relationships with technology vendors, ensuring quality, performance, and optimal service delivery, and regularly assess vendor performance and enhancement opportunities.
- Serve as business lead on PMO-managed initiatives and independently lead smaller platform-related projects.
- Use business intelligence tools to derive actionable insights and support decision-making.
- Facilitate communication and alignment across departments for technology and data initiatives.
- Shape both client-facing and internal user experiences through integrated technology solutions.
Basic Qualifications:
- Bachelor’s degree required; MBA or relevant advanced degree preferred.
- Minimum 10 years of experience in an RIA or similar financial services firm with proven operational and platform leadership.
- Expertise in Black Diamond software and administration required; strong familiarity with Microsoft Dynamics 365 CRM administration and enhancement.
- Experience with SQL, BI tools (Power BI preferred), ETL processes, and data governance.
- Passion for AI technologies and their strategic use in wealth management.
Skills and Attributes:
- Visionary leader with strong team development and mentoring capabilities.
- Forward-thinking, highly curious, and committed to continuous learning.
- Exceptional analytical, organizational, and problem-solving skills.
- High emotional intelligence and proven ability to lead cross-functional initiatives.
- Demonstrated success in delivering outstanding customer service and fostering a service-oriented culture.
- Proven ability to manage complex operational challenges and vendor relationships.
Expected annual salary ranges from $145,000 to $164,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.
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 inclusion.
