Choreo

Operations

• Part of the operations team responsible for client relationship management of a multi-location practice
• Become familiar with custodian relationships, processes, and service teams
• Prepare related forms and assist the advisory team in transaction processing
• Process trades (buys/sells) and cost basis adjustments
• Prepare and process client on-boarding and maintenance paperwork
• Maintain database and workflows in our client relationship management system
• Assist with multiple client and practice-related projects at the same time
• Consistently follow procedures to be compliant with Firm requirements
• Assist with the development and implementation of various marketing efforts and projects

Associate, Advisory Operations

Growth Marketing

• 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.

Associate, Advisory Operations

Assistant Vice President, Advisor Growth Marketing