Director, Institutional Growth Marketing

Boston, MA (Unknown)

Salary Not AvailableDirector/Executive7+ years exp

Posted 5 days ago

Job Summary

Own end-to-end growth initiatives for CPA partnerships by building the growth engine, conducting market intelligence, enabling the sales team with compelling materials, executing targeted campaigns, and leading strategic projects that advance CPA acquisition.

Own the CPA partner acquisition strategy and pipeline development
Develop and execute market research, insights, and growth initiatives
Create sales enablement content and campaign programs to drive engagement

Job Description

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

Requirements

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

Benefits

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

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.

Chicago, Illinois, USA

256 employees (22 in marketing)

choreoadvisors.com