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About the role
Key responsibilities & impact- Lead Choreo’s B2B growth strategy and execution across CPAs, professional COIs, and M&A prospects.
- Turn institutional strategy into compelling narratives, scalable campaigns, and measurable performance.
- Report to the Vice President of Institutional and Corporate Marketing, ensuring institutional marketing supports firm growth.
- Own CPA partner, COI, and M&A positioning frameworks.
- Develop and maintain institutional pitch decks, CPA onboarding and rollout materials, and presentation assets.
- Own end-to-end institutional campaigns, including CPA and COI drip programs, and targeted M&A outreach campaigns.
- Responsibilities include audience segmentation and list strategy, campaign build, deployment, optimization, and performance tracking.
- Continuously improve conversion, engagement, and relevance.
- Own institutional marketing content, including CPA case studies and partner portal content.
Requirements
What you’ll need- 7–10+ years of experience in B2B or institutional marketing.
- Demonstrated success owning both strategy and performance marketing.
- Strong presentation, storytelling, and campaign execution skills.
- Comfortable operating with autonomy and accountability.
- Experience in financial services, professional services, or complex B2B environments preferred.
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
B2B marketinginstitutional marketingcampaign executionaudience segmentationperformance trackingconversion optimizationengagement strategiescontent developmentpresentation skillsstorytelling
Soft Skills
autonomyaccountabilitycommunicationleadership
