This role starts with the idea: developing campaign concepts, messaging, and design that resonate with high-net-worth clients, prospects, and referral partners and then bringing that idea to life across email, digital, direct, and event channels, using Salesforce Account Engagement (Pardot) as the execution engine. Key ResponsibilitiesCreative & Campaign StrategyConcept, 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.