Director, B2B Marketing

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. The Director of Institutional Marketing leads Choreo’s B2B growth strategy and execution across CPAs, professional COIs, and M&A prospects. This role is accountable for turning institutional strategy into compelling narratives, scalable campaigns, and measurable performance. Reporting to the Vice President of Institutional and Corporate Marketing, the Director of B2B Marketing does not simply design plans — they will run them, optimize them, and ensure institutional marketing consistently supports firm growth. Primary Responsibilities: Institutional Strategy & Positioning - Translate firm strategy into clear, compelling institutional value propositions. - Own CPA partner, COI, and M&A positioning frameworks. - Develop and maintain institutional pitch decks, CPA onboarding and rollout materials (B2B and B2B2C), and s...