Back to jobs
New

Senior Director, Platform Management

Remote

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. 

Create a Job Alert

Interested in building your career at Choreo? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Please provide a range.

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Choreo’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.