Director, Institutional Growth Marketing

Job overview

The Director, Institutional Growth Marketing role is listed onsite in Charlotte, NC. Compensation is not specified; the posting mentions a competitive salary and bonus plan. Choreo is a wealth management firm serving entrepreneurs, CPAs, and individuals through a network of financial advisors. Reporting to the VP of Institutional Growth & Marketing, this hands-on role turns growth strategy into research, prospecting programs, sales enablement, and campaigns. Its purpose is to build a repeatable engine for CPA partner acquisition and contribute measurable qualified opportunities to the pipeline.

What you'll do

• Build and refine CPA partner acquisition infrastructure
• develop target-firm segmentation and prospect prioritization
• research CPA firms, industry trends, competitors, and audiences
• translate findings into recommendations
• create presentations, case studies, thought leadership, one-pagers, and executive materials
• develop and execute targeted campaigns and outreach
• measure and optimize performance
• lead projects from concept through execution.

What we're looking for

Skills & competencies

director

institutional growth marketing

growth marketing

cpa partnerships

market research

sales enablement

b2b campaigns

wealth management

charlotte nc

choreo

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision plans
• basic life and disability coverage
• 401(k) matching
• financial support for approved designations and courses
• technical, leadership, and sales training
• unlimited discretionary time off
• paid parental leave.

Why this role

The role is described as building a CPA partner acquisition engine rather than managing an existing one.

About the employer

Choreo is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.