or apply directly on Choreo's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 62 days Choreo's roles stay open a median of 80 days
- Reposted
- No
- Salary listed
- No 0% of Choreo's roles list one
- Ghost-job risk at Choreo
- high 13 stale, 0 reposted of 13 open
- Hiring momentum
- 17 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from Choreo's own greenhouse board since 2026-08-03. Full hiring picture for Choreo.
About this role
The Head of Investment Data & AI at Choreo will oversee the end-to-end development of the Investment Strategy Group's AI platform, managing vendor selection and the build-vs-buy roadmap. This role involves coordinating with various teams to design and implement agentic workflows that enhance investment operations, ensuring compliance and quality control throughout the process. The position requires a strong focus on building advisor-centric solutions and tracking the performance of AI-driven outputs.
- benefits
- 4/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Choreo as an employer.
What you need
- 5–8+ years in investment operations, data/technology, and/or AI-adjacent roles within asset management, wealth management, or a registered investment advisor
- Direct experience standing up or operating AI agents or LLM-based tools in a production, regulated environment
- Working knowledge of agent orchestration frameworks and retrieval/knowledge-based architecture
- Demonstrated experience building for or working alongside advisors
- Fluency translating between investment-team workflows and technical buildability
- Experience operating within compliance-constrained environments
What you get
- 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
Worth weighing
- No specific salary listed
- The role sits at the intersection of investment process and technology, without ownership of enterprise IT or investment judgment calls
- Requires strong relationship skills and a focus on advisor-centric solutions
Summarised from Choreo's posting. Read the full original.
Listed by Choreo on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.