Assistant Vice President, Advisor Growth Marketing - Remote Eligible

Assistant Vice President, Advisor Growth Marketing

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 Assistant Vice President, Advisor Growth Marketing is responsible for developing and executing scalable, multi-channel marketing strategies that accelerate advisor growth, increase share of wallet, deepen client engagement, and strengthen Choreo's position as the preferred wealth partner. This advisor-facing role blends strategy and execution, supporting advisors, teams, and offices with high-impact marketing programs across B2B, B2C, and B2B2C channels. The AVP, Advisor Growth Marketing serves as a strategic growth partner to advisors and regional leadership, directly influencing organic growth, advisor engagement, and Center of Influence (COI) expansion.

Primary Responsibilities

• 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.

Qualifications

• 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

Employee 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

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.