Responsibilities

• Develop and execute marketing strategies for both the CPA and Wealth Management practices
• Design, build, and manage targeted marketing campaigns across multiple channels (email, digital, direct outreach, etc.)
• Leverage Salesforce (Marketing Cloud, Pardot/Account Engagement) to execute, track, and optimize campaigns
• Monitor campaign performance and provide reporting, insights, and recommendations for improvement
• Serve as a key user/administrator of Salesforce for marketing initiatives
• Build and maintain workflows, lists, segmentation, and campaign tracking
• Ensure accurate CRM data usage to support marketing and business development efforts
• Plan and manage internal and external events for both CPA and Wealth Management teams
• Coordinate & support client seminars, networking events, educational sessions, and firm-sponsored events
• Manage and mentor junior marketing staff or coordinators

Requirements

• 5+ years of marketing experience, preferably in professional services (CPA firm, financial services, or wealth management strongly preferred)
• Strong hands-on experience with Salesforce (Marketing Cloud, Pardot/Account Engagement)
• Experience supporting both B2B professional services and financial advisory/wealth management marketing initiatives
• Proven experience designing and executing multi-channel marketing campaigns
• Prior experience managing or supervising staff
• Strong event planning and project management skills
• Excellent communication and organizational skills
• Ability to manage multiple priorities in a deadline-driven environment
• Strong analytical mindset with ability to interpret campaign performance data
• Self-starter with ability to operate in a fast-paced, high-touch client environment

Benefits

• Competitive compensation, commensurate with experience
• 401(k) plan with employer match
• Paid health insurance for Employee, with dependent/spouse coverage at employee cost
• 4 weeks of vacation
• Onsite gym membership (Shelton location)
• Great work environment