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World Insurance Associates LLC

Manager, MarComm – Program, MarTech

World Insurance Associates LLC

Manager, MarComm: Program & MarTech at World Insurance Associates overseeing advisor marketing capabilities and MarTech platforms. Leading operational infrastructure to support advisor enablement and growth initiatives.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant 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