Marketing & Operations Associate

Sanctuary Wealth; Littleton (CO); Hybrid; USD 67,000 - 85,000; Full time

Benefits offered by this job

Health, dental, vision insurance (75%+

401(k) Match

Paid Time Off + Holidays

Hybrid schedule (4 days in-office, 1)

Job summary

West Avenue Private Wealth in Littleton, CO, is seeking a Marketing & Operations Associate to support the firm’s marketing initiatives, client engagement, and day-to-day operations. The role balances 60-70% marketing and client engagement with 30% operations and administrative tasks, including scheduling and compliance submissions.

You will help grow the firm’s high-touch, boutique client experience. This full-time, hybrid position requires 3+ years of hands-on marketing experience, strong

Qualifications

• 3+ years of full-time marketing experience, preferably in wealth/financial services
• Strong writing and communication skills with social media experience (LinkedIn)
• Highly organized and detail-oriented, able to handle confidential client information
• Professional, proactive, able to balance creative marketing with admin tasks
• Willingness to learn CRM and email marketing tools (Levitate)
• Ability to work in the Littleton, CO office four days per week (hybrid)

Responsibilities

• Manage LinkedIn and social content that feels personal and engaging
• Build marketing calendar, gather advisor content, track impact on firm revenue
• Run email campaigns and client communications using Levitate
• Coordinate with external marketing partners on content, website, video
• Draft newsletters, website copy, and marketing collateral with a high-touch brand
• Take ownership of admin tasks like gifting, scheduling, and compliance submissions
• Coordinate advisor calendars and client meetings, manage logistics
• Support client experience events, webinars, and community visibility
• Assist referral marketing with CPAs, attorneys, and other professionals
• Explore brand-building ideas within compliance guidelines

Skills

Strong writing

Organizational skills

Professional, personable

Microsoft Office

Willingness to learn CRM/email tools

Education

Bachelor’s degree or equivalent

Tools

Levitate

Canva

Adobe Creative Suite

Microsoft Office

Job description

Description

Marketing & Operations Associate

Location: Littleton, CO

Pay Range: $67,000-$85,000 Base Salary + Annual Discretionary Bonus **commensurate with years of experience

Type: Full-Time, Hybrid (4 days in-office, 1 day remote)

Firm: West Avenue Private Wealth

Experience Required: 3+ years of hands-on marketing experience and ownership

Position Overview

West Avenue Private Wealth is seeking a Marketing & Operations Associate to support the firm’s marketing initiatives, client engagement efforts, and day-to-day operations at its Littleton, Colorado office. As a boutique, independent wealth management practice serving families of exceptional wealth, the firm chooses quality over quantity, building deep relationships and delivering customized planning and hands-on service that creates calm and confidence amidst chaos and complexity. This role helps extend that same level of care to how the firm communicates with clients, shows up in the community, and operates behind the scenes.

You will spend roughly 60-70% of your time on marketing and client engagement, including LinkedIn and social content, email campaigns, client appreciation and gifting, events, community visibility, and coordination with external marketing partners, and the remaining 30% on operations and administrative support, including scheduling, compliance submissions, office needs, and learning the firm’s client service and custodial workflows. The split may evolve as the business grows.

This position is well suited for a career-minded marketing professional who is creative, organized, proactive, and coachable, and who wants to help a boutique wealth management practice deliver a white-glove client experience that feels authentic, sophisticated, and tailored rather than mass-produced. Prior wealth management experience is not required; you will be trained in the firm’s established processes.

Your Role & Responsibilities

Marketing, Content, & Brand Presence

• Manage LinkedIn and social media content that feels personal and engaging, not generic
• Build the marketing calendar, gather content from advisors, and track the effectiveness of marketing efforts on firm revenue to refine strategy
• Run email campaigns and client communications through Levitate
• Coordinate with external marketing partners on content, website updates, and video
• Draft and proofread newsletters, website copy, and collateral, and bring fresh ideas that fit the firm’s high-touch brand

Operations & Administrative Support

• Take ownership of administrative tasks such as gifting, compliance submissions, and scheduling
• Coordinate advisor calendars, client meetings, and meeting logistics
• Handle mail, scanning, documentation, and routine office needs
• Learn client service and custodial workflows to provide backup coverage during absences
• Keep CRM records and shared files organized, and identify tasks that can be taken off advisors' plates

Client Experience, Events, Community Visibility, & Business Development Support

• Manage client appreciation, including birthday gifts and books, holiday cards, and milestone recognition
• Plan client events, seminars, and webinars, from invitations to follow-up
• Conduct outreach to secure podcast appearances and speaking opportunities, and identify community involvement and networking events
• Support referral marketing with CPAs, attorneys, and other trusted professionals, along with prospect follow-up
• Explore brand-building ideas such as video or podcast series, awards, press outreach, and team culture content, within compliance guidelines

Requirements

What We're Looking For

Required Qualifications

• 3+ years of full-time marketing experience, preferably within wealth management, asset management, real estate, mortgage lending, or a similar financial services or relationship-driven industry; candidates from other industry backgrounds will be considered
• Strong writing and communication skills, with experience creating engaging content and managing social media, especially LinkedIn
• Highly organized and detail-oriented, able to juggle competing priorities and handle confidential client information with discretion
• Professional, personable, and proactive, comfortable balancing creative marketing projects with routine administrative tasks
• Proficient in Microsoft Office, with a willingness to learn CRM and email marketing tools
• Ability to work in the Littleton, CO office four days per week

Preferred Qualifications

• Bachelor’s degree (or equivalent experience) in marketing, communications, business, or a related field
• Coachable and eager to learn the firm’s processes; CFP designation is not required
• Familiarity with CRM and email marketing platforms (such as Levitate), social media scheduling tools, and Canva or Adobe
• Background in event planning, client gifting, community involvement, or video and podcast production

Why Join West Avenue Private Wealth?

• Competitive base salary with potential bonus opportunities
• Health, dental, vision insurance, with the firm covering 75% of benefits costs
• 401(k) Match
• Paid Time Off + Paid Holidays
• On-the-job training in wealth management operations and professional development
• Hybrid schedule (4 days in-office, 1 day remote)
• The opportunity to take ownership of marketing execution at a boutique firm and grow your responsibilities as the business evolves
• A culture that values focus during the workday and balance after hours