Manager, CPA Channel Marketing

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.

It is an exciting time to be part of Choreo! We are expanding our Marketing team and seeking a Manager of CPA Channel Marketing.

This is a new role at Choreo, a registered investment advisor founded at the intersection of tax and wealth. We partner and engage in reciprocal referral relationships with individual CPAs and accounting firms to provide wealth management services to their clients. The introduction of this role demonstrates our foundational commitment to serving our CPA partners and providing them with meaningful added value.

The CPA Channel Marketing Manager is a strategic marketing role that will be responsible for furthering advisor growth through CPA partnerships. The ideal candidate will have extensive experience in B2B marketing to the CPA and tax professional community, financial services marketing, and financial advisor marketing. The successful candidate will have a solid track record of developing strategies, campaigns, programs and content to open doors within and drive referrals to advisors.

This role will require creative, nimble and action-oriented thinking, strong collaborative skills, and an ability to plan strategically and scalably as well as implement tactically. As CPA Channel Marketing Manager, you’ll focus on developing and executing CPA partner program marketing strategies and content, CPA lead gen and nurture campaigns, partner events, and other marketing strategies designed to expand Choreo’s vision to serve as the preferred wealth partner to the tax professional community.

You will support our organic growth objectives by maximizing marketing strategy and content in synergy with Choreo brand messaging and thought leadership across multiple platforms to drive engagement, lead generation, education, and retention. A deep understanding of financial advisors, the CPA and tax professional industry, as well as expertise in influencer (COI) and referral marketing is ideal.

The CPA Channel Marketing Manager will report to the SVP Advisor Growth Marketing and work closely with other Marketing team members, various lines of business leaders and stakeholders across the organization to help deliver advisor and client experiences that achieve desired business growth outcomes.

• 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.
• Support the 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, and presentation decks as needed
• Collaborate with 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…