Client Relationship & Marketing Operations Manager

Position ObjectiveThis 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 ResponsibilitiesOversee all client and advisor related responsibilities across multiple functional areas.Client Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirementsAdvisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processesClient Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updatesAdministrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client filesMarketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved contentMarketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metricsMarketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategiesEvents & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co‑branded marketing initiatives and external vendor partnershipsAdditional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityCompensationThis 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.Equal Opportunity EmployerWorld 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.#J-18808-Ljbffr