Director of Marketing & Operations (Wealth Management)

Description

Director of Marketing & Operations (Wealth Management)

Location: Chicago, IL

Pay Range: See below.

Work Arrangement: Full-Time, In-Person Collaboration Expected; Hybrid Flexibility Available Following Initial Training Onboarding Period

Firm: Burnham Harbor Private Wealth

Reporting To: Founder/Managing Partner

Join Our Team at Burnham Harbor Private Wealth - At Burnham Harbor Private Wealth, we believe wealth management is about far more than investments - it’s about helping individuals and families build intentional, meaningful lives across generations. As a boutique independent advisory firm based in Chicago, our team partners closely with high-net-worth families, business owners, executives, and entrepreneurs to deliver thoughtful planning, personalized guidance, and an elevated client experience.

We are building a firm centered around excellence, trust, collaboration, and long-term relationships; both with our clients and within our team. Our culture is entrepreneurial, high-touch, and team-oriented, offering the opportunity to work alongside experienced advisors and professionals who value precision, proactive thinking, and exceptional service.

Position Overview – We are seeking a Director of Marketing & Operations to play a critical role in the continued growth and evolution of our firm. This is a unique opportunity to join a fast-growing independent wealth management practice in a highly visible position that sits at the intersection of marketing, operations, advisor support, and business optimization.

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. While marketing and growth initiatives will serve as a primary focus of the role, this individual will also help enhance operational efficiency, support internal workflows, streamline processes, and improve the overall client and advisor experience across the firm.

The ideal candidate is not someone who simply executes assigned tasks, but rather a highly resourceful self-starter who naturally identifies opportunities for improvement, takes ownership without needing constant direction, and enjoys helping a growing organization operate more effectively.

Role & Responsibilities

Success in this role will require a strong balance of creativity, organization, problem-solving ability, attention to detail, and operational mindset.

Marketing & Brand Growth

• 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
  
  
  

Operational Support

• 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
  
  
  

Administrative & Client Support

• 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
  
  
  

Requirements

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
• Series 7/66 preferred but not required. Will sponsor licensing once you join.
  
  
  

Why Join Burnham Harbor Private Wealth?

• Competitive Base Salary ($75,000 – $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