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Choreo · 7 hours ago

Manager, CPA Channel Marketing

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

5+ years exp

Choreo is a wealth management firm that focuses on providing financial planning services to entrepreneurs, CPAs, and individuals. They are seeking a Manager of CPA Channel Marketing to develop and execute marketing strategies aimed at enhancing CPA partnerships and driving advisor growth through various marketing initiatives.

Advice

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

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 problem-solving skills

Maintain a clear understanding of Choreo’s business objectives to help achieve organic and inorganic business growth goals

Qualification

B2B marketingFinancial services marketingCPA partnershipsCampaign developmentInfluencer marketingData analysisResearch capabilitiesSense of urgencyCompliancePower BISalentica CRMCritical thinkingCollaborative skillsSelf-motivated

Required

5+ years of related experience marketing in financial services, with strong emphasis on driving advisor partnerships with the tax, legal and professional services community

Knowledge of compliance and regulatory considerations germane to the CPA industry (understanding of licensing requirements, how the 7216 works, etc.)

2+ years of B2B2C 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