Director of Marketing & Operations (Wealth Management)
About The Position
Director of Marketing & Operations (Wealth Management) at Burnham Harbor Private Wealth. This is a full-time, in-person role with hybrid flexibility after initial training. The firm focuses on wealth management for high-net-worth families, business owners, executives, and entrepreneurs, emphasizing thoughtful planning, personalized guidance, and an elevated client experience. The culture is entrepreneurial, high-touch, and team-oriented, valuing precision, proactive thinking, and exceptional service. This position is critical for the firm's growth and evolution, sitting at the intersection of marketing, operations, advisor support, and business optimization. The ideal candidate is a self-starter who identifies opportunities for improvement, takes ownership, and helps the organization operate more effectively. Success requires a balance of creativity, organization, problem-solving, attention to detail, and an operational mindset.
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.
- Advanced proficiency in Canva, Divi Website Builder, and WordPress.
- Proficient in Meta Business Suite, Adobe Acrobat, Microsoft Suite (including ClipChamp), Google Analytics, and MailChimp.
Nice To Haves
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
