Choreo

Assistant Vice President, Advisor Growth Marketing

Choreo

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • 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.

Requirements

  • 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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B marketingB2B2C marketingemail marketingdigital marketingcontent creationmarketing strategyperformance metrics analysisNet Promoter Score (NPS)share-of-wallet programsevent planning
Soft Skills
critical thinkingresearch capabilitiesself-motivatedownershipconsensus buildingproblem-solvingstorytellingwriting skillspresentation skillscross-functional collaboration