Client Relationship & Marketing Operations Manager

World Insurance Associates, LLC. • Bayonne, NJ

1d • $55,000 - $65,000 • Remote

About The Position

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.

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

Responsibilities

• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• Develop, document, and improve internal systems and processes
• Assist with RFP responses and business development initiatives
• Complete special projects and other duties as assigned

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
• Mentorship Opportunities
• Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)
• Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed