Job Description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

It is an exciting time to be part of Choreo! We are expanding our marketing department and seeking a Digital Marketing Data Analyst.  

The Digital Marketing Data Analyst is responsible for leading sophisticated cross-functional SEO projects from idea to implementation while identifying new opportunities to increase organic search visibility and traffic across multiple lines of business. In addition, the Digital Marketing Data Analyst will help with the deployment of all marketing campaigns and cross-channel communication journeys, identifying technical optimization while responsible for reporting and identifying ROI.  

The Digital Marketing Data Analyst reports to the AVP, Digital Marketing & Analytics, and will collaborate cross functionally with multiple teams and strategic partners to support the technical strategy of Choreo’s entire digital footprint and to ensure dependency and consensus across all performance marketing sectors of the firm.  

What you will do:   

• Support Choreo’s SEO, search engine marketing and PPC strategies.


• Manage monthly analysis of these strategies through data analysis, best practices, inside ‘digital health checks’ and competitor analysis to continue the enhancements of Choreo’s search presence on a national and local level.


• Proactively evaluate trends and best practices in digital marketing and identify new opportunities to leverage emerging channels and technologies to increase Choreo’s digital footprint, building next-gen lead gen opportunities. Support the build of an adaptive ecosystem that continues to deliver exceptional value to our clients and evolve SEO strategies to align with the capabilities of Generative AI search functionality.


• Assist in the development and implementation of Choreo’s paid social and other performance marketing channels.  


• Analyze and optimize campaign performance using data-driven approaches and provide regular reports on key metrics to the leadership team.


• Collaborate with other members of the marketing team to help develop integrated campaigns that drive lead generation, customer acquisition and overall company growth, track and learn from findings to maneuver the campaigns as necessary to provide a robust lead gen engine.


• Serve as a thought leader on digital marketing within the company to help promote a data-driven culture across the organization. Provide guidance to leadership team and advisors on ways to help with national and local digital optimization.


• Examine data, trends and processes to assess the health of Choreo’s paid search advertising and utilize results to inform strategy.  


• Generate reports and visual dashboards utilizing tools like SQL, Power BI and Google Analytics.


• Advise on analysis techniques, best practices and performance improvement opportunities.  


• Manage relationships and work closely with agency partners, as necessary.

Basic Qualifications:  

• 3 to 5 years of related experience 


• Bachelor’s degree marketing, communications or a related field


• Operates with a strong sense of urgency 


• Proficient in Microsoft Office 


• Experience with Power BI preferred


• Ability to work and collaborate with technical and creative teams, as well as with various lines of business leaders, to define requirements and execute strategies


• Strong critical thinking skills and excellent research capabilities; self-motivated with the ability to work independently and take ownership of special projects 

Expected annual salary ranges from $80,000 to $85,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.  

Employee Benefits  

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:  

• 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  

​​ Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.  

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