Founding Growth Marketer defining market strategies for AI procurement startup. Collaborating with founders on customer insights, messaging, and growth playbooks.
About the role
- Vice President of Growth Strategy at Choreo leading initiatives leveraging AI and analytics for growth. Collaborating with executives to drive measurable business impact through data-driven strategies.
Responsibilities
- Leverage artificial intelligence and advanced analytics to uncover opportunities in client, operational, and financial data.
- Employ statistical and predictive modeling techniques to inform decision-making, automate insight generation, and forecast business outcomes.
- Translate complex analytical findings into clear, actionable strategies that drive growth and improve client outcomes.
- Design and lead a portfolio of growth pilots aimed at expanding net new assets under management and client relationships.
- Define success metrics, leading indicators, and feedback loops to evaluate pilot performance and scalability.
- Implement systems and processes that enable continuous learning and rapid iteration across pilot initiatives.
- Collaborate with business unit leaders to ensure alignment of pilots with firmwide strategic priorities.
- Provide program management oversight for all piloted and strategic growth initiatives, ensuring effective coordination, prioritization, and execution.
- Build repeatable frameworks for initiative tracking, milestone reporting, and performance assessment.
- Manage cross-functional dependencies to ensure growth initiatives are delivered on time, within scope, and with measurable impact.
- Prepare and deliver board-level and partner presentations for CPA firms, Centers of Influence (COI), and executive leadership.
- Communicate the firm’s growth strategy through compelling narratives supported by data and insight.
- Develop presentation materials and reports that effectively articulate strategy, progress, and outcomes to internal and external stakeholders.
Requirements
- MBA required (preferably with a focus in Strategy, Analytics, or Technology Management)
- 8+ years of experience in strategy, analytics, program management, business development, or related leadership roles—ideally within financial services, wealth management, or business consulting sectors.
- AI-native, uses AI and advanced analytics to drive business growth, efficiency, or client engagement.
- Demonstrated ability to manage complex programs and execute initiatives from concept through implementation.
- Exceptional communication and presentation skills, with experience preparing and delivering executive and board-level materials.
Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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