The Assistant Vice President, Advisor Growth Marketing is responsible for developing and executing scalable, multi-channel marketing strategies that accelerate advisor growth, increase share of wallet, deepen client engagement, and strengthen Choreo’s position as the preferred wealth partner. This advisor-facing role blends strategy and execution, supporting advisors, teams, and offices with high-impact marketing programs across B2B, B2C, and B2B2C channels. The AVP, Advisor Growth Marketing serves as a strategic growth partner to advisors and regional leadership, directly influencing organic growth, advisor engagement, and Center of Influence (COI) expansion.  

Primary Responsibilities 

• Partner with the VP Advisor Growth Marketing to develop and execute end-to-end marketing strategies that expand brand awareness, grow prospecting opportunities, and increase client engagement across multiple distribution channels.
• Write and manage RFP responses and finalist presentations, partnering with advisors and leadership to position Choreo competitively and consistently.
• Develop advisor-facing and advisor-led B2C and B2B2C marketing content, including email and digital campaigns, social media posts, flyers and brochures, thought leadership articles, CPE course content, pitch decks, and other presentations.
• Create and execute advisor Net Promoter Score (NPS) initiatives, using insights to improve advisor experience and engagement.
• Develop share-of-wallet programs to help advisors deepen existing client relationships and accelerate organic growth.
• Support individual advisors, teams, and offices with customized marketing needs, acting as a strategic marketing consultant and field marketing coach.
• Drive adoption, optimization, and consistent usage of marketing collateral and platforms, ensuring brand alignment, compliance, and performance measurement to uncover additional business opportunities.
• Develop and deploy editorial calendars supporting national and regional email and marketing campaigns, spanning: industry trends and insights, proprietary research and reports, client and advisor storytelling, and solutions-focused content for clients, prospects, and COIs.
• Plan and execute events, including seminars, networking events, speaking engagements, and educational programs that support advisor growth and COI cultivation.
• Collaborate closely with marketing teammates across brand, digital, content, web, and social to maximize reach, engagement, and lead generation.
• Track, analyze, and report on real-time marketing performance metrics; extract actionable insights to inform strategic decisions.
• Maintain a strong understanding of Choreo’s business objectives, ensuring marketing efforts support both organic and inorganic growth goals. 

Qualifications 

• Bachelor's degree in marketing, communications, or a related field
• 7 to 10+ years of related marketing experience in financial services
• 7+ years of demonstrated success in B2B and B2B2C growth marketing success
• Deep experience partnering with financial advisors and professional COIs (CPAs, tax professionals, estate attorneys)
• Strong critical thinking skills and excellent research capabilities; self-motivated with the ability to work independently and take ownership of special projects.  
• Experience working with and writing for HNW and UHNW clients and COI partners (family office experience a plus)
• Proficiency in Microsoft Office (PowerPoint, Excel, Word), SharePoint, OneDrive
• Experience with CRM systems (Salentica preferred), Power BI, and multi-channel marketing and email platforms
• Proven ability to build consensus across stakeholders and drive measurable growth outcomes
• Experience working cross-functionally with technical, creative, and business teams
• Ability to manage agency and vendor relationships
• Operates with urgency, ownership, and strong problem-solving skills
• Familiarity with federal regulations governing financial services, marketing and advertising
• Strong storytelling, writing, and presentation skills
• Comfort operating in both strategic and hands-on executional roles
• Data-driven mindset with the ability to translate insights into action 

The Director of Institutional Marketing leads Choreo’s B2B growth strategy and execution across CPAs, professional COIs, and M&A prospects. This role is accountable for turning institutional strategy into compelling narratives, scalable campaigns, and measurable performance. Reporting to the Vice President of Institutional and Corporate Marketing, the Director of B2B Marketing does not simply design plans — they will run them, optimize them, 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 and maintain institutional pitch decks, CPA onboarding and rollout materials (B2B and B2B2C), and standardized, customizable M&A presentation assets  

Campaign & Performance Marketing Execution  

• Own end-to-end institutional campaigns, including CPA and COI drip programs, and targeted M&A outreach campaigns  

• Responsibilities include audience segmentation and list strategy, campaign build, deployment, and optimization, and performance tracking and insight generation  

• Continuously improve conversion, engagement, and relevance 

Content & Asset Ownership  

• Own institutional marketing content, including CPA case studies, thought leadership for professional audiences, and partner portal content and updates  

• Ensure content is compliant, current, and effective.  

Tools, Platforms & Vendors (Institutional Scope)  

• Serve as primary owner 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: 

• 7–10+ years of experience in B2B or institutional marketing.  

• Demonstrated success owning both strategy and performance marketing.  

• Strong presentation, storytelling, and campaign execution skills.  

• Comfortable operating with autonomy and accountability.  

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