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.

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.

Director, B2B Marketing

Key skills