• Partner with the VP Advisor Growth Marketing to develop and execute end-to-end marketing strategies that expand brand awareness, grow prospecting opportunities, and increase client engagement across multiple distribution channels. • Write and manage RFP responses and finalist presentations, partnering with advisors and leadership to position Choreo competitively and consistently. • Develop advisor-facing and advisor-led B2C and B2B2C marketing content, including email and digital campaigns, social media posts, flyers and brochures, thought leadership articles, CPE course content, pitch decks, and other presentations. • Create and execute advisor Net Promoter Score (NPS) initiatives, using insights to improve advisor experience and engagement. • Develop share-of-wallet programs to help advisors deepen existing client relationships and accelerate organic growth. • Support individual advisors, teams, and offices with customized marketing needs, acting as a strategic marketing consultant and field marketing coach. • Drive adoption, optimization, and consistent usage of marketing collateral and platforms, ensuring brand alignment, compliance, and performance measurement to uncover additional business opportunities. • Develop and deploy editorial calendars supporting national and regional email and marketing campaigns, spanning: industry trends and insights, proprietary research and reports, client and advisor storytelling, and solutions-focused content for clients, prospects, and COIs. • Plan and execute events, including seminars, networking events, speaking engagements, and educational programs that support advisor growth and COI cultivation. • Collaborate closely with marketing teammates across brand, digital, content, web, and social to maximize reach, engagement, and lead generation. • Track, analyze, and report on real-time marketing performance metrics; extract actionable insights to inform strategic decisions. • Maintain a strong understanding of Choreo’s business objectives, ensuring marketing efforts support both organic and inorganic growth goals.