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The Director of M&A Marketing develops marketing strategies for acquisitions, creates impactful materials, supports business development, and drives outreach campaigns in the financial services sector.

The Director of B2B Marketing leads Choreo's growth strategy, executing campaigns for CPAs, COIs, and M&A prospects while ensuring optimal performance and compelling content.

The Senior Financial Planner will guide wealth advisors in financial and tax planning, enhance planning tools, and develop strategies for client-centric and firm-wide initiatives.

Responsible for developing and executing marketing strategies that enhance advisor growth, client engagement, and brand awareness across various channels.