reputed company Relationship & Marketing Operations Manager

Position Objective This role is responsible for delivering a seamless reputed company and advisor experience by managing reputed company reputed company 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 reputed company, and successful internal/external events. This individual must be highly organized, detail-oriented, and reputed company to manage multiple priorities with tight deadlines—while maintaining excellent reputed company service and brand professionalism. Typical Duties and Responsibilities reputed company Relationship & Account ManagementLead reputed company reputed company and account transitions, ensuring accuracy and completeness of reputed company paperwork Respond to reputed company inquiries and coordinate issue reputed company with custodians, TPAs, and internal teams Monitor reputed company satisfaction and identify opportunities to enhance service delivery reputed company service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisors Prepare reputed company reviews, investment updates, and reporting materials Maintain CRM (Redtail) and reputed company documentation reputed company transfers (ACATs, annuities, asset movements) and follow up on status reputed company and maintain documented workflows and internal processes reputed company Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentation Compile quarterly monitoring reports and meeting materials Ensure reputed company and accurate completion of reputed company reputed company deliverables Assist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/reputed company calendars Prepare and reputed company proposals, implementation paperwork, and presentations Print, bind, and package reputed company deliverables Maintain organized electronic and physical reputed company files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leads Execute advisor reputed company campaigns using reputed company Sales Navigator Manage firm reputed company media (reputed company, reputed company), including content creation and engagement tracking Monitor marketing platforms (e.g., reputed company Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate 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 (reputed company / Redtail integration) reputed company campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly reputed company 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 SupportCoordinate advisor training events, reputed company 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 ResponsibilitiesDevelop, document, and improve internal systems and processes Assist with RFP responses and business development initiatives Complete special reputed company and other duties as assigned Position RequirementsStrong 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 reputed company Office tools Ability to manage multiple priorities under tight deadlines High level of professionalism and reputed company service orientation Highly organized and detail-oriented Proactive and reputed company Strong collaborator and communicator reputed company-reputed company with a service-oriented reputed company Comfortable balancing operations, reputed company service, and marketing responsibilities Perks & Benefits401(k) with Employer Match Health Insurance (with HSA reputed company) Dental Insurance reputed company Insurance Life Insurance reputed company Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance reputed company Parental Leave Remote Work Opportunity About World Investment Advisors As part of reputed company, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier reputed company management and retirement plan investment advisory services to individuals, high net worth families and reputed company. reputed company, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members. Stimulating Environment At World Investment Advisors, we reputed company to reputed company a challenging, stimulating environment for the best and brightest in the industry. We reputed company our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where reputed company reputed company is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and reputed company 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 reputed company the skills and knowledge to succeed and assume more senior level positions as they reputed company at our firm. We welcome team members from different backgrounds with different perspectives to help us reputed company and reputed company 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 reputed company (EmpowHer, reputed company & reputed company reputed company) reputed company reputed company opportunities—Tuition Sponsorship, reputed company Memberships and reputed company Development Friendly and reputed company work environment Employee perks including employee appreciation and charitable giving/volunteering opportunities World Investment Advisors is an equal opportunity employer. We reputed company the most effective way to attract, reputed company 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 reputed company different. 1As of December 31, 2025, the WIA network of advisors and firms reputed company provides support to over $70 billion in assets across a reputed company of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Position Objective This role is responsible for delivering a seamless reputed company and advisor experience by managing reputed company reputed company 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 reputed company, and successful internal/external events. This individual must be highly organized, detail-oriented, and reputed company to manage multiple priorities with tight deadlines—while maintaining excellent reputed company service and brand professionalism. Typical Duties and Responsibilities reputed company Relationship & Account ManagementLead reputed company reputed company and account transitions, ensuring accuracy and completeness of reputed company paperwork Respond to reputed company inquiries and coordinate issue reputed company with custodians, TPAs, and internal teams Monitor reputed company satisfaction and identify opportunities to enhance service delivery reputed company service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisors Prepare reputed company reviews, investment updates, and reporting materials Maintain CRM (Redtail) and reputed company documentation reputed company transfers (ACATs, annuities, asset movements) and follow up on status reputed company and maintain documented workflows and internal processes reputed company Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentation Compile quarterly monitoring reports and meeting materials Ensure reputed company and accurate completion of reputed company reputed company deliverables Assist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/reputed company calendars Prepare and reputed company proposals, implementation paperwork, and presentations Print, bind, and package reputed company deliverables Maintain organized electronic and physical reputed company files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leads Execute advisor reputed company campaigns using reputed company Sales Navigator Manage firm reputed company media (reputed company, reputed company), including content creation and engagement tracking Monitor marketing platforms (e.g., reputed company Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate 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 (reputed company / Redtail integration) reputed company campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly reputed company 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 SupportCoordinate advisor training events, reputed company 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 ResponsibilitiesDevelop, document, and improve internal systems and processes Assist with RFP responses and business development initiatives Complete special reputed company and other duties as assigned Position RequirementsStrong 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 reputed company Office tools Ability to manage multiple priorities under tight deadlines High level of professionalism and reputed company service orientation Highly organized and detail-oriented Proactive and reputed company Strong collaborator and communicator reputed company-reputed company with a service-oriented reputed company Comfortable balancing operations, reputed company service, and marketing responsibilities Perks & Benefits401(k) with Employer Match Health Insurance (with HSA reputed company) Dental Insurance reputed company Insurance Life Insurance reputed company Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance reputed company Parental Leave Remote Work Opportunity About World Investment Advisors As part of reputed company, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier reputed company management and retirement plan investment advisory services to individuals, high net worth families and reputed company. reputed company, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members. Stimulating Environment At World Investment Advisors, we reputed company to reputed company a challenging, stimulating environment for the best and brightest in the industry. We reputed company our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where reputed company reputed company is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and reputed company 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. Compensation This is a New Jersey based position with a competitive benefits package. The reputed company 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 reputed company the skills and knowledge to succeed and assume more senior level positions as they reputed company at our firm. We welcome team members from different backgrounds with different perspectives to help us reputed company and reputed company 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 reputed company (EmpowHer, reputed company & reputed company reputed company) reputed company reputed company opportunities—Tuition Sponsorship, reputed company Memberships and reputed company Development Friendly and reputed company work environment Employee perks including employee appreciation and charitable giving/volunteering opportunities World Investment Advisors is an equal opportunity employer. We reputed company the most effective way to attract, reputed company 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 reputed company different. 1As of December 31, 2025, the WIA network of advisors and firms reputed company provides support to over $70 billion in assets across a reputed company of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Apply To This Job