Vice President of CPA Channel Marketing

Summary

Join Choreo's expanding Marketing team as the Vice President of CPA Channel Marketing! This newly created role focuses on leveraging CPA partnerships to drive advisor growth. You will develop and execute marketing strategies, campaigns, and content to expand Choreo's presence within the tax professional community. The ideal candidate possesses extensive B2B marketing experience within the CPA channel and financial services, a proven track record of success, and strong collaborative skills. You will report to the leader of Advisor Growth Marketing and work closely with various teams to achieve business growth objectives. Choreo offers a competitive salary, comprehensive benefits, and a supportive work environment.

Requirements

• 7-10+ years of related experience marketing CPAs and other centers of influence in financial services, with strong emphasis on driving advisor partnerships with the tax, legal and professional services community
• 7+ years of B2B campaign development 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
• 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
• Bachelor’s degree marketing, communications or a related field

Responsibilities

• In partnership with other Advisor Growth Marketing teammates, Digital Marketing and the Advisory Services team, strategize and execute end-to-end marketing strategies that materially cement and grow brand awareness as well as referral opportunities in support of Choreo advisors and their growth efforts
• Own strategy behind CPA partner program value and benefits, as well as maximizing CPA partner engagement
• Own CPA Partner resources website (for external partners) as well as all internal frameworks for organizing and updating partner content
• Write emails, campaigns, social posts, presentation decks as needed
• Support AVP, Advisor Growth Marketing teammates in development of individual and/or regional CPA-focused marketing plans for advisors
• Support awareness and assist expansion of CPE program in development
• Deploy editorial calendars that support national and regional campaigns, spanning insights, trends, proprietary research, reports, case studies, etc., for use with CPAs and CPA partners
• Leverage performance metrics to understand what content resonates, by topic/theme, message, channel, and format and use learnings to inform future campaigns
• Collaborate closely with multiple Marketing teammates to leverage website and social media channels to build audience and attract prospects
• Effectively communicate the impact of marketing campaigns to internal stakeholders
• Track and report on real-time performance metrics
• Understand data implications and extract relevant, actionable insights using strong problem-solving skills
• Maintain a clear understanding of Choreo’s business objectives to help achieve organic and inorganic business growth goals

Preferred Qualifications

Experience with Power BI

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