Client Relationship & Marketing Operations Manager
World Insurance Associates LLCBayonne, New Jersey, United States
Posted May 18, 2026
55000 - 65000 USD
Full Time
About the Company
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.
Job Description
Client Relationship & Marketing Operations Manager responsible for delivering a seamless client and advisor experience by managing client onboarding, providing administrative support, and executing key marketing and business development activities.
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
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
