Marketing Manager

Salary Range: $75,000.00 To $125,000.00 Annually

The Innovative CPA Group is seeking a dynamic and experienced

Marketing Manager

to lead and execute integrated marketing initiatives for both our CPA firm and Wealth Management practice. This role is responsible for designing, implementing, and managing multi‑channel marketing campaigns, with a strong emphasis on

Salesforce-driven marketing execution and automation .

The ideal candidate will bring a blend of strategic marketing expertise, hands‑on campaign execution, and team leadership experience. This role also plays a key part in planning and executing both internal and external events that support business development and client engagement across both business lines.

Key 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

Event Planning & Execution

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

Oversee project timelines, priorities, and deliverables across marketing initiatives

Collaborate closely with leadership, partners, and advisors across both business units

Cross‑Functional Collaboration

Partner with tax, audit, and advisory teams as well as financial advisors to support business development goals

Align marketing efforts with firm growth initiatives and client acquisition strategies

Qualifications

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

What You'll Love About Us:

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

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