Marketing & Operations Specialist — Hybrid, Growth Focus

Sanctuary Wealth; Littleton (CO); Híbrido; USD 67.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, vision insurance (75%+

401(k) Match

Paid Time Off + Holidays

Hybrid schedule (4 days in-office, 1)

Descripción de la vacante

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

Formación

• 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)

Responsabilidades

• 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

Conocimientos

Strong writing

Organizational skills

Professional, personable

Microsoft Office

Willingness to learn CRM/email tools

Educación

Bachelor’s degree or equivalent

Herramientas

Levitate

Canva

Adobe Creative Suite

Microsoft Office

Descripción del empleo

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