Director, B2B Marketing

choreo· Marketing
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🌍 Remote📍 Remote

About this role

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 Director of Institutional Marketing leads Choreo’s B2B growth strategy and execution across CPAs, professional COIs, and M&A prospects. This role is accountable for turning institutional strategy into compelling narratives, scalable campaigns, and measurable performance. Reporting to the Vice President of Institutional and Corporate Marketing, the Director of B2B Marketing does not simply design plans — they will run them, optimize them, and ensure institutional marketing consistently supports firm growth.  

Primary Responsibilities:  

Institutional Strategy & Positioning  

  • Translate firm strategy into clear, compelling institutional value propositions.  
  • Own CPA partner, COI, and M&A positioning frameworks.  
  • Develop and maintain institutional pitch decks, CPA onboarding and rollout materials (B2B and B2B2C), and standardized, customizable M&A presentation assets  

Campaign & Performance Marketing Execution  

  • 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, and optimization, and performance tracking and insight generation  
  • Continuously improve conversion, engagement, and relevance 

Content & Asset Ownership  

  • Own institutional marketing content, including CPA case studies, thought leadership for professional audiences, and partner portal content and updates  
  • Ensure content is compliant, current, and effective.  

Tools, Platforms & Vendors (Institutional Scope)  

  • Serve as primary owner or power user for institutional marketing tools and platforms.  
  • Coordinate vendors and contractors supporting institutional campaigns.  
  • Ensure operational excellence across institutional marketing workflows.  

Basic Qualifications: 

  • 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.  

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. 

Frequently Asked Questions

Is the salary disclosed for the Director, B2B Marketing position at choreo?
The salary for this Director, B2B Marketing role at choreo is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Director, B2B Marketing job at choreo remote?
Yes, this Director, B2B Marketing position at choreo is remote, with team members based in Remote. You can work from home or anywhere in the supported regions.
Which team or department does the Director, B2B Marketing at choreo belong to?
This Director, B2B Marketing position is part of the Marketing department at choreo. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Director, B2B Marketing position at choreo?
Click the "Apply Now" button on this page. You will be redirected to choreo's official application portal hosted on greenhouse where you can submit your application directly.
When was the Director, B2B Marketing job at choreo posted?
This Director, B2B Marketing position at choreo was posted on Apr 16, 2026. Apply as soon as possible — early applications are often reviewed first.
Director, B2B Marketing
choreo
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