Director of Marketing & Operations (Wealth Management) at Sanctuary Wealth Group LLC | Chicago, IL | $75K/yr – $120K/yr

Director of Marketing & Operations (Wealth Management)

Chicago, IL (Hybrid)

$75K/yr – $120K/yrDirector/Executive3+ years expFull time

Posted 2 months ago

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Job Summary

Own and optimize marketing and operations support for a wealth-management practice, aligning client communications, branding, and advisory workflows to drive growth and efficiency.

Marketing & Advisor Support: Develop and execute initiatives to raise advisor visibility, strengthen brand presence, and support firm growth.
Client Communications & Content: Create client-facing communications, newsletters, educational materials, and event promotions, ensuring consistent branding.
Operational Excellence: Coordinate campaigns end-to-end, document workflows, and optimize client onboarding, account maintenance, and internal processes.

Job Description

Own and optimize marketing and operations support for a wealth-management practice, aligning client communications, branding, and advisory workflows to drive growth and efficiency.

Marketing & Advisor Support: Develop and execute initiatives to raise advisor visibility, strengthen brand presence, and support firm growth.
Client Communications & Content: Create client-facing communications, newsletters, educational materials, and event promotions, ensuring consistent branding.
Operational Excellence: Coordinate campaigns end-to-end, document workflows, and optimize client onboarding, account maintenance, and internal processes.