Responsibilities

• Concept, design, and lead multi-channel marketing campaigns (email, digital, direct outreach, print, social) for both the CPA and Wealth Management practices owning creative direction from idea to finished asset, not just deployment.
• Develop messaging, positioning, and content tailored to high-net-worth clients, business owners, and referral sources.
• Translate business goals from firm leadership, partners, and advisors into compelling campaign concepts and creative briefs.
• Bring brand consistency and a polished, professional-services-appropriate design sensibility to every touchpoint.
• Build and launch campaigns directly in Salesforce Account Engagement (Pardot): forms, landing pages, email journeys, lead scoring/grading, and segmentation.
• Monitor campaign performance and turn results into clear recommendations {what to keep, kill, or test next}.
• Maintain clean, accurate marketing data in coordination with the firm's broader Data environment.
• Salesforce Marketing Cloud experience is a plus, but Account Engagement (Pardot) is the primary day-to-day tool for this role.
• Plan and manage internal and external events for both the CPA and Wealth Management teams, including client seminars, networking events, and educational sessions.
• Own event creative from concept through execution - invitations, signage, presentations, and follow-up campaigns.

Requirements

• 5+ years of marketing experience, including required experience in financial services marketing - specifically wealth management or asset management.
• Experience marketing accounting or other professional services is a plus, not a requirement.
• Demonstrated ability to concept and design campaigns - please include a portfolio, work samples, or links to campaigns you created.
• Hands-on working experience in Salesforce Account Engagement (Pardot); Salesforce Marketing Cloud experience a plus.
• Strong creative and storytelling instincts - copywriting, campaign concepting, and visual/brand judgment.
• Proven experience planning and executing in-person and virtual events.
• Prior experience managing or mentoring staff.
• Strong analytical mindset with the ability to read campaign data and translate it into decisions.
• Excellent communication and organizational skills; comfortable managing multiple priorities in a deadline-driven, 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