🛠 Tech Stack

💼 About This Role

You'll lead integrated marketing strategies supporting Choreo's acquisition and partnership growth. Your core impact is positioning Choreo as the preferred acquisition platform through compelling narratives and targeted campaigns. This role stands out for blending strategic marketing leadership with hands-on deal enablement in a fast-growing wealth management firm.

🎯 What You'll Do

• Develop and execute M&A marketing strategies aligned with growth objectives.
• Create pitch decks, acquisition narratives, and executive presentations.
• Design targeted outreach campaigns using AI-enabled digital and email marketing.
• Measure campaign effectiveness and optimize messaging and channel strategy.

📋 Requirements

• 8+ years of B2B marketing or M&A marketing experience.
• Experience supporting mergers and acquisitions or financial services industries.
• Proven success creating executive-level presentations and strategic campaigns.
• Strong understanding of acquisition pipelines and deal enablement strategies.

✨ Nice to Have

• Experience in RIA, wealth management, or fintech sectors.
• Familiarity with Salesforce, HubSpot, or Marketo.
• MBA or advanced degree.

🎁 Benefits & Perks

• 💰 Competitive salary and bonus plan
• 🏥 Competitive medical, dental, and vision plans
• 📈 401(k) matching program
• 🏖️ Unlimited, discretionary time off
• 👶 Paid parental leave

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min