C
ChoreoMarketing

Director, Institutional Growth Marketing

Bostononsitedirector

via Greenhouse

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. OPENING SUMMARY Choreo is investing in the growth of its CPA partner channel and is looking for a builder who can help create the systems, insights, content, and outreach programs that drive partner acquisition. Reporting to the VP of Institutional Growth & Marketing, the Director of Institutional Growth Marketing serves as a force multiplier for Choreo's institutional growth efforts.…

Read the full description on Choreo's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, outreach, zoominfo

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Boston. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamsoutreachzoominfo

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