Director of Marketing & Operations (Wealth Management)

Sanctuary Wealth • Chicago, IL

11d • Onsite

About The Position

Burnham Harbor Private Wealth is a boutique independent advisory firm based in Chicago, focused on helping high-net-worth families, business owners, executives, and entrepreneurs build intentional, meaningful lives. They are seeking a Director of Marketing & Operations to play a critical role in the firm's growth and evolution. This position sits at the intersection of marketing, operations, advisor support, and business optimization. The ideal candidate is a resourceful self-starter who thrives in an entrepreneurial environment, enjoys building structure, improving processes, and driving impact across multiple areas of the business. While marketing and growth initiatives are a primary focus, the role also involves enhancing operational efficiency, supporting internal workflows, streamlining processes, and improving the client and advisor experience.

Requirements

• 3–4+ years of experience in marketing, operations, and administrative support, ideally within financial services, wealth management, or a similar professional services environment.
• Demonstrated experience supporting successful marketing initiatives including email campaigns, newsletters, social media management, content creation, and/or video coordination and editing.
• Comfortable managing both creative marketing work and structured operational tasks.
• Highly organized with strong attention to detail and follow-through.
• Able to manage multiple priorities in a fast-paced, evolving environment.
• Proactive, resourceful, and comfortable taking ownership of projects.

Nice To Haves

• Canva - Advanced
• Divi Website Builder - Advanced
• WordPress - Advanced
• Meta Business Suite - Proficient
• Adobe Acrobat - Proficient
• Microsoft Suite, including ClipChamp - Proficient
• Google Analytics - Proficient
• MailChimp - Proficient
• Series 7/66 preferred but not required. Will sponsor licensing once you join.

Responsibilities

• Develop and execute ongoing marketing initiatives designed to enhance advisor visibility, strengthen brand presence, and support firm growth.
• Create and manage client-facing communications including email newsletters, educational materials, event promotions, and advisor updates.
• Lead social media strategy and execution across LinkedIn and other digital platforms, including content creation, scheduling, engagement, and performance tracking.
• Support video content development and editing, including advisor messaging, thought leadership content, and short-form digital media.
• Coordinate marketing campaigns and initiatives from concept through execution across digital, email, and client outreach channels.
• Maintain consistency in branding, messaging, and overall client experience across all communications and platforms.
• Track engagement analytics and marketing performance metrics, proactively identifying opportunities for improvement and increased reach.
• Support day-to-day wealth management operations, including client onboarding workflows and account maintenance processes.
• Assist in improving and documenting internal processes and workflows.
• Coordinate with advisors and client service teams to ensure seamless execution of client requests.
• Assist in documenting, refining, and standardizing internal workflows, procedures, and best practices.
• Support integration of new clients, households, or advisor relationships.
• Help identify inefficiencies and contribute to process improvements.
• Serve as a key resource in helping improve firm-wide organization, workflow management, and operational efficiency.
• Provide high-level administrative support to advisors and operations team.
• Manage inbox organization, scheduling support, and client follow-ups as needed.
• Assist with client service requests and ensure timely resolution.
• Serve as a point of coordination for internal team communication and task tracking.
• Support special projects and firm initiatives as assigned.

Benefits

• Competitive Base Salary ($90,000 – $120,000 base) + Annual Bonus Opportunities
• Health, dental, vision insurance
• 401(k) with company match
• Paid Time Off + Holidays
• Collaborative, team-oriented culture with high visibility and impact
• A culture that values focus during the workday and balance after hours
• Access to modern technology and planning tools
• Professional yet personable culture that values integrity, trust, and collaboration
• A chance to grow alongside a firm that is investing in its people and future expansion

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed