Director, B2B Marketing

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 Director of Institutional Marketing leadsChoreosB2B growth strategy and executionacross CPAs professional COIs and M&A prospects. This role is accountable for turning institutional strategy intocompelling narratives scalable campaigns and measurable to the Vice President ofInstitutional and Corporate Marketing the Director of B2B Marketingdoes not simply design plans theywillrun themoptimizethem and ensure institutional marketing consistently supports firm growth.

Primary Responsibilities:

Institutional Strategy & Positioning

• Translate firm strategy into clear compelling institutional value propositions.

• Own CPA partner COI and M&A positioning frameworks.

• Develop andmaintaininstitutional pitch decks CPA onboarding and rollout materials (B2B and B2B2C) and standardized customizable M&A presentation assets

Campaign & Performance Marketing Execution

• Ownend-to-endinstitutional campaigns includingCPA and COI drip programs andtargeted M&A outreach campaigns

• Responsibilities includeaudience segmentation and list strategy campaign build deployment and optimization andperformance tracking and insight generation

• Continuously improve conversion engagement and relevance

Content & Asset Ownership

• Own institutional marketing content includingCPA case studies thought leadership for professional audiencesand partner portal content and updates

• Ensure content is compliant current and effective.

Tools Platforms & Vendors (Institutional Scope)

• Serve asprimaryowner or power user for institutional marketing tools and platforms.

• Coordinate vendors and contractors supporting institutional campaigns.
• Ensure operational excellence across institutional marketing workflows.

Basic Qualifications:

• 710 years of experience in B2B or institutional marketing.

• Demonstrated success owning both strategy and performance marketing.

• Strong presentation storytelling and campaign execution skills.

• Comfortableoperating with autonomy and accountability.

• Experience in financial services professional services or complex B2B environments 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.