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Manager, MarComm – Program, MarTech
World Insurance Associates LLCManager, MarComm: Program & MarTech at World Insurance Associates overseeing advisor marketing capabilities and MarTech platforms. Leading operational infrastructure to support advisor enablement and growth initiatives.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in marketing operations and program management, with a strong focus on building scalable processes and managing marketing technology platforms. Proficient in budget tracking and cross-functional communication within high-growth environments.
Highest-signal resume keywords
Marketing Operations ExperienceProject Management Tools ProficiencyMarketing Technology Platforms ExpertiseBudget Tracking SkillsAdvisor Marketing Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program ManagementBudget ManagementWorkflow DesignContent Asset ManagementMetrics Tracking
Soft Skills
Cross-Functional CommunicationSystems ThinkingAdaptability in Ambiguous Environments
Tools & Technologies
SeismicHubSpotYextAsanaFMG SuiteMS PlannerWrikeExcelGoogle Sheets
Industry Keywords
Wealth Management MarketingFinancial Services MarketingAdvisor Marketing
About the role
Key responsibilities & impact- Design and launch a sustainable, advisor-enabled WIA Wealth Marketing Program — one built for scalability from day one, with resources advisors can activate themselves.
- Serve as the primary administrator and strategic operator of the WIA MarTech stack, including: Seismic, HubSpot, Yext, Asana, FMG Suite.
- Build a comprehensive content asset database — a master tracking system covering all WIA marketing materials across audiences.
- Support the VP in managing the WIA MarCom department budget — own the tracking layer, including line-item monitoring, recurring vendor charges, and budget-vs.-actual reporting.
- Own the department’s project management infrastructure: build, maintain, and optimize team workflows, project templates, and intake processes.
- Partner closely with the Product Marketer on campaign workflow management and metrics tracking for department metrics.
Requirements
What you’ll need- 5+ years of experience in marketing operations, program management, a hybrid marketing consultant / project or program management role
- Deep experience with project management tools: MS Planner, Asana, or Wrike
- Hands-on experience with marketing technology platforms, including sales enablement tools (Seismic a strong plus), marketing automation (HubSpot), and advisor marketing platforms (FMG Suite a plus)
- Strong systems thinker with the ability to design scalable processes and infrastructure from scratch
- Demonstrated ability to build programs, documentation, and workflows in ambiguous, high-growth environments
- Experience with advisor marketing, financial services marketing, or wealth management marketing strongly preferred
- Comfort operating in a “build mode” with clarity but not always certainty and not just managing existing systems, but creating them
- Budget tracking experience; comfort with Excel/Google Sheets for financial management and reporting
- Excellent cross-functional communication skills: able to manage up, laterally, and across business lines.
Benefits
Comp & perks- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Time Off Policy
- Paid Mental Health Days
- Flexible Spending Account (FSA)
- Maternity/Paternity Leave Policy
- Healthy Work/Life Balance