Assistant Vice President - Advisor Growth Marketing

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Choreo

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🏢 Enterprise

⚡ Productivity

Description

• Choreo is expanding its Marketing team. • Seeking Assistant Vice President of Advisor Growth Marketing. • Role requires creative and nimble thinking; strategic and scalable implementation. • Focus on developing and executing advisor marketing content and strategies. • Expertise in growth marketing strategy and content development across traditional and digital media. • Build and manage regional marketing strategies to drive client acquisition and retention. • Experience in both B2B and B2C wealth management sectors is required. • An understanding of financial advisors, CPA and tax professional industry is ideal. • Collaborate with various business leaders and stakeholders.

Requirements

• 7-10+ years of related marketing experience in financial services, with strong emphasis on advisor partnership with the tax, legal and professional services community • 7+ years of B2B and B2B2C campaign and demonstrated growth marketing success • Ability to work and collaborate with technical and creative teams, as well as with various lines of business leaders, to define requirements and execute strategies. • Proven track record of building strategic consensus among stakeholders that results in measurable growth outcomes. • Strong critical thinking skills and excellent research capabilities; self-motivated with the ability to work independently and take ownership of special projects. • Manage relationships and work closely with agency and vendor partners, as necessary. • Able to operate with a strong sense of urgency. • Familiarity with federal regulations governing marketing and advertising in the financial services industry. • Proficient in Microsoft Office, including OneDrive and SharePoint, and Salentica CRM Environment. • Experience with Power BI preferred. • Bachelor’s degree marketing, communications or a related field

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