Director of Marketing & Operations (Wealth Management)
Position Overview
The Director of Marketing & Operations plays a critical role in the continued growth and evolution of Burnham Harbor Private Wealth. This role is ideal for an individual who thrives in an entrepreneurial environment and enjoys building structure, improving processes, and driving meaningful impact across multiple areas of a business.
Role & 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
Cook up 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
Aid in improving and documenting internal processes and workflows
Cook up and 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
Aid in 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
What We're Looking For
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
Preferred Platform Proficiency
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
Pay
Competitive Base Salary ($90,000 – $120,000 base) + Annual Bonus Opportunities
Benefits
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