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.

About the role

The Director of Institutional Growth Marketing serves as a force multiplier for Choreo's institutional growth efforts, transforming 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 role is ideal for a hands-on builder-operator who thrives in ambiguity and is excited to build systems from the ground up.

Responsibilities

• CPA Growth Engine Development
  • 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.
• Research & Market Intelligence
  • 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 Choreo's CPA acquisition strategy.
• Sales Enablement Content & Storytelling
  • Create compelling presentations, case studies, thought leadership pieces, one-pagers, and executive-facing materials.
  • Continuously strengthen Choreo's institutional value proposition.
  • Develop assets that help business development teams communicate Choreo's 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.
• Strategic Project Leadership
  • 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.

What Success Looks Like

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.

Qualifications

Required

• 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.

Preferred

• 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.

Skills

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.

Benefits

• 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, and sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave