Director, Institutional Growth Marketing

Charlotte, NC (Unknown)

Salary Not AvailableDirector/Executive7+ years exp

Posted 5 days ago

Job Summary

Own and scale the CPA partnership growth engine by building repeatable processes, conducting market intelligence, and creating persuasive enablement materials for the sales team.

Lead growth initiatives end to end from concept to execution.
Translate research into actionable strategies and targeted outreach.
Develop compelling assets that communicate Choreo's differentiated value.

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 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

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