Growth Marketing

• Leverage artificial intelligence and advanced analytics to uncover opportunities in client, operational, and financial data.
• Employ statistical and predictive modeling techniques to inform decision-making, automate insight generation, and forecast business outcomes.
• Translate complex analytical findings into clear, actionable strategies that drive growth and improve client outcomes.
• Design and lead a portfolio of growth pilots aimed at expanding net new assets under management and client relationships.
• Define success metrics, leading indicators, and feedback loops to evaluate pilot performance and scalability.
• Implement systems and processes that enable continuous learning and rapid iteration across pilot initiatives.
• Collaborate with business unit leaders to ensure alignment of pilots with firmwide strategic priorities.
• Provide program management oversight for all piloted and strategic growth initiatives, ensuring effective coordination, prioritization, and execution.
• Build repeatable frameworks for initiative tracking, milestone reporting, and performance assessment.
• Manage cross-functional dependencies to ensure growth initiatives are delivered on time, within scope, and with measurable impact.
• Prepare and deliver board-level and partner presentations for CPA firms, Centers of Influence (COI), and executive leadership.
• Communicate the firm’s growth strategy through compelling narratives supported by data and insight.
• Develop presentation materials and reports that effectively articulate strategy, progress, and outcomes to internal and external stakeholders.

Vice President, Growth Strategy

Growth Enablement Manager

Marketing Representative

Digital Growth Director

Growth Marketing Manager