Back to jobs
New

Assistant Vice President, Advisor Growth Marketing

Remote

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 

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: 

  • 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. 

Create a Job Alert

Interested in building your career at Choreo? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Please provide a range.

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Choreo’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.