Director, Institutional Growth 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.

OPENING SUMMARY

Choreo is investing in the growth of its CPA partner channel and is looking for a builder who can help create the systems insights content and outreach programs that drive partner acquisition.

Reporting to the VP of Institutional Growth & Marketing the Director of Institutional Growth Marketing serves as a force multiplier for Choreos institutional growth efforts. This individual helps transform strategy into action by building prospecting programs conducting market research developing compelling sales enablement assets creating growth campaigns and helping establish a repeatable engine for CPA partner acquisition.

This is not a role for someone looking to manage an existing machine. It is a role for someone excited to build one.

ROLE MISSION

The Director of Institutional Growth Marketing will partner closely with the VP of Institutional Growth & Marketing to translate growth strategy into research prospecting programs sales enablement assets outreach campaigns and measurable pipeline impact.

The role requires a hands-on builder-operator who can move fluidly between market research storytelling campaign execution business development enablement and project ownership.

Primary Responsibilities:

• Build and refine the infrastructure supporting CPA partner acquisition.
• Develop target firm segmentation strategies and prospect prioritization frameworks.
• Leverage tools such as ZoomInfo LinkedIn Sales Navigator CRM platforms and third-party research sources to identify high-value opportunities.
• Help establish repeatable processes that increase the quantity and quality of CPA partner conversations.

• Conduct research on CPA firms industry trends growth opportunities competitive positioning and target audiences.
• Translate research into actionable recommendations and growth initiatives.
• Surface insights that strengthen Choreos CPA acquisition strategy.

• Create compelling presentations case studies thought leadership pieces one-pagers and executive-facing materials.
• Continuously strengthen Choreos institutional value proposition.
• Develop assets that help business development teams communicate Choreos differentiated value effectively.
• Support initial outreach and introductory meeting preparation with materials that are clear persuasive and tailored to the CPA audience.

Campaign Execution

• Develop and execute targeted institutional growth initiatives.
• Support outreach programs nurture campaigns and strategic marketing efforts designed to increase qualified CPA engagement.
• Measure effectiveness and continuously optimize performance.

• Partner closely with the VP of Institutional Growth & Marketing on high-priority growth initiatives.
• Independently drive projects from concept through execution.
• Balance multiple workstreams while maintaining speed and quality.
• Influence stakeholders ask strong questions and push back when needed rather than simply serving as an order taker.

After 12 months successful candidates will have:

• Helped establish a repeatable CPA prospecting engine.
• Increased the number of qualified CPA meetings entering the pipeline.
• Built a scalable library of sales enablement and institutional marketing assets.
• Delivered meaningful research and insights that influence growth decisions.
• Created processes that allow institutional growth efforts to scale efficiently.

You may be a strong fit if:

• You enjoy building things from scratch.
• You are comfortable operating without a detailed roadmap.
• You ask questions rather than accepting assumptions.
• You naturally move between research strategy storytelling and execution.
• You can create executive-level presentations one day and build prospecting strategies the next.
• You are comfortable balancing multiple priorities at once.
• You prefer creating momentum over managing bureaucracy.
• You are equally comfortable thinking and doing.
• You are comfortable with direct feedback and high standards.

Qualifications:

• 7 years of experience in growth marketing institutional marketing sales enablement business development support market intelligence product marketing or related disciplines.
• Demonstrated experience personally building and executing growth initiatives.
• Exceptional storytelling presentation development and communication skills.
• Strong research and analytical capabilities.
• Proven ability to independently drive projects in ambiguous environments.
• Experience using prospecting CRM and sales intelligence platforms.
• Track record of translating ideas into execution and measurable business outcomes.

• Experience supporting B2B professional services financial services wealth management consulting or relationship-driven growth models.
• Experience building acquisition or partner-development programs.
• Familiarity with CPA advisory wealth management or professional-services ecosystems.
• Experience with ZoomInfo LinkedIn Sales Navigator CRM workflows account-based marketing or related growth tools.

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.