Client Relationship & Marketing Operations Manager

Position Objective

This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.

This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.

Typical Duties and Responsibilities

Client Relationship & Account Management

Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork

Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams

Monitor client satisfaction and identify opportunities to enhance service delivery

Track service timelines, reviews, renewals, and compliance requirements

Advisor & Operational Support

Serve as primary administrative support to advisors

Prepare client reviews, investment updates, and reporting materials

Maintain CRM (Redtail) and client documentation

Track transfers (ACATs, annuities, asset movements) and follow up on status

Develop and maintain documented workflows and internal processes

Client Deliverables & Reporting

Prepare performance reports, benchmarking analysis, and fiduciary documentation

Compile quarterly monitoring reports and meeting materials

Ensure timely and accurate completion of all client deliverables

Assist with fee analysis and plan design updates

Administrative & Coordination

Schedule meetings and manage advisor/client calendars

Prepare and assemble proposals, implementation paperwork, and presentations

Print, bind, and package client deliverables

Maintain organized electronic and physical client files

Marketing & Digital Operations

Conduct daily website reviews; update content, resolve issues, and manage inbound leads

Execute advisor outreach campaigns using LinkedIn Sales Navigator

Manage firm social media (LinkedIn, Facebook), including content creation and engagement tracking

Monitor marketing platforms (e.g., FMG Suite) and publish approved content

Marketing Campaigns & Communications

Coordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)

Upload, review, and publish approved content in compliance with regulatory requirements

Maintain email distribution lists (Constant Contact / Redtail integration)

Track campaign performance and engagement metrics

Marketing Analytics & Reporting

Analyze weekly social media and website performance (followers, impressions, clicks, traffic)

Maintain and update marketing scorecards and reporting dashboards

Identify trends and recommend improvements to engagement strategies

Events & Business Development Support

Coordinate advisor training events, client events, and firm-wide meetings

Manage logistics including venue, registration, materials, vendors, and communications

Support marketing collateral development (flyers, presentations, postcards, campaigns)

Coordinate co-branded marketing initiatives and external vendor partnerships

Additional Responsibilities

Develop, document, and improve internal systems and processes

Assist with RFP responses and business development initiatives

Complete special projects and other duties as assigned

Position Requirements

Strong understanding of financial services and securities industry regulations

Excellent analytical, organizational, and time management skills

Strong attention to detail and accuracy

Exceptional interpersonal and communication skills

Proficiency in CRM systems, marketing platforms, and Microsoft Office tools

Ability to manage multiple priorities under tight deadlines

High level of professionalism and client service orientation

Highly organized and detail-oriented

Proactive and solutions-driven

Strong collaborator and communicator

Client-focused with a service-oriented mindset

Comfortable balancing operations, client service, and marketing responsibilities

Perks & Benefits

401(k) with Employer Match

Health Insurance (with HSA option)

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off Policy

Flexible Spending Account (FSA)

Healthy Work/Life Balance

Paid Parental Leave

Remote Work Opportunity

About World Investment Advisors

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.

Stimulating Environment

At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World?

Great company culture with an awesome team-oriented atmosphere!\

Mentorship Opportunities

Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)

Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development

Friendly and collaborative work environment

Employee perks including employee appreciation and charitable giving/volunteering opportunities

Compensation

This is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World?

Great company culture with an awesome team-oriented atmosphere!

Mentorship Opportunities

Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)

Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development

Friendly and collaborative work environment

Employee perks including employee appreciation and charitable giving/volunteering opportunities

World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.

1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

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