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Chief Human Resources Officer

Charlotte, NC

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 CHRO is a responsible thought leader capable of setting and executing the overall strategy and direction of talent management, talent acquisition, change management, organizational and performance management, training and development and compensation and benefits.  Reporting to the CEO, the CHRO will partner with the Executive Team to execute on Choreo’s vision. Our employees are our biggest asset, and this person will be responsible for defining the ‘people strategy’ for the company.  

Duties

  • Guide the Human Capital team in supporting Performance Management, Talent Acquisition, Learning & Development, Engagement, Benefits, Rewards, Policy, and Compliance
  • Develop and implement a human resources plan that aligns with the overall mission and strategy of the organization, resulting in innovative, best practices and policies that will service the full range of Choreo’s human capital needs and help build a high-performing culture of success, accountability, transparency, and collaboration
  • Understand the needs of the organization and participate fully in all strategic deliberations. Provide insightful, innovative thinking and problem solving on critical human capital issues
  • Optimize the human capital function and team, modernize, and refine key processes and activities aligned toward achieving strategic objectives
  • Provide guidance on special projects, analytics & reporting, talent reviews, training, change management, organizational design, diversity, and inclusion
  • Oversee compensation practices and philosophy to ensure salary benchmarking and surveys are executed on a regular basis
  • Oversee the core functional HRIS/People Technology processes, working in concert with IT. This includes business processes, organizational change, integrations, data reporting, and necessary system upgrades;
  • Oversee human capital due diligence on merger and acquisition targets
  • Lead human capital strategy for the successful integration of newly acquired employees
  • Develop a culture of diversity, equity, inclusion, and belonging with employees along with programs to facilitate this culture
  • Serve as lead advocate for Choreo’s firm culture

Knowledge, skills, and abilities

  • Able to build and maintain relationships at all levels within the organization, acting as a coach and mentor to team members
  • A hands-on leader, serving as a subject matter expert who is comfortable updating leadership on key advancements with relevance to our work
  • General business and financial acumen with the ability to develop and utilize HR data and metrics as they relate to and impact business topics in Finance, Legal, IT, payroll, and administration
  • Executive presence and the ability to effectively communicate across varying audiences
  • Passion for building outstanding teams and creating an environment where teammates can do their best work

Education, work experience and certifications

  • Bachelor’s degree in business management, psychology, technology or another relevant subject area, or equivalent years of experience directly related to the duties and responsibilities specified
  • Advanced degree preferred, and currently holds or willing to pursue certifications (PHR/SPHR)
  • 15 or more years of experience in a progressive senior-level human capital role developing people strategies and implementing solutions is required. (CPA or Wealth Management firm experience preferred)

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. 

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