Director, M&A Marketing

Choreo

Benefits

Unlimited PTO

M&A Marketing Strategy:

  • Develop and lead integrated marketing strategies that support Choreo’s acquisition and partnership growth objectives.
  • Build differentiated positioning and messaging that clearly communicates Choreo’s value proposition to prospective firms.

Deal Enablement & Pipeline Support:

  • Create best-in-class marketing and presentation materials for prospective acquisition targets and strategic partners.
  • Support deal teams throughout the buyer journey by ensuring consistent, compelling communication at every stage of the pipeline.

Campaigns & Outreach:

  • Design and execute targeted outreach campaigns to prospective firms and strategic partners using AI-enabled digital, email, content, and event-based marketing.
  • Partner with sales and business development teams to improve lead generation, engagement, and conversion effectiveness.

Choreo

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision. They service entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment, with over 200 employees and 40+ locations.

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