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ChoreoMarketing

Director, M&A Marketing

Remoteremotedirector

via Greenhouse

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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. Position Overview The Director of M&A Marketing leads the development and execution of marketing strategies that support Choreo’s inorganic growth initiatives. This role is responsible for positioning Choreo as the preferred acquisition and partnership platform for independent wealth management firms, RIAs, CPA firms, and strategic partners.…

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, salesforce, hubspot, outreach

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 remote-eligible — we factor in your stated location and time-zone overlap.

Score yourself on this role.
Free · no card · written explanation included
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Skills in this role

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

teamssalesforcehubspotoutreach

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