Director, Institutional Growth Marketing

Job overview

The Director, Institutional Growth Marketing role is onsite in Boston, Massachusetts. Compensation is not specified in the posting. The role supports Choreo’s investment in growing its CPA partner channel at a wealth management firm serving entrepreneurs, CPAs, and individuals. The director turns institutional growth strategy into research, prospecting programs, sales enablement, outreach campaigns, and measurable pipeline impact. This hands-on builder develops repeatable processes for CPA partner acquisition, creates materials for business development, and uses market insights and campaign results to guide growth decisions.

What you'll do

• Build infrastructure for CPA partner acquisition
• develop firm segmentation and prospect prioritization
• use prospecting, CRM, and sales intelligence tools to identify opportunities
• research CPA firms, industry trends, and competitors
• translate findings into recommendations
• create presentations, case studies, thought leadership, and other sales enablement materials
• execute and optimize outreach and nurture campaigns
• and independently lead growth projects with the VP of Institutional Growth & Marketing.

What we're looking for

Skills & competencies

institutional growth marketing

growth marketing

cpa partner acquisition

prospecting

market research

sales enablement

campaign execution

wealth management

financial services

boston ma

choreo

crm platforms

Work arrangement

• Weekend coverage required

Benefits & perks

• Benefits include medical, dental, and vision plans
• basic life and disability coverage
• 401(k) matching
• support for approved designations and courses
• training opportunities
• discretionary time off
• and paid parental leave.

Why this role

Builder-operator opportunity to establish a repeatable CPA prospecting and partner-acquisition engine from the ground up.

About the employer

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