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

Sanctuary Wealth

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Marketing & Operations Associate