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Position Objective, Typical Duties and Responsibilities

World Investment Advisors, the financial services division of World Insurance, is a forward-thinking company dedicated to driving business growth through data-driven insights. Our team is committed to leveraging the power of data to enhance customer experiences, optimize marketing and sales efforts, and foster cross-functional collaboration. We are currently seeking a skilled Data Management and Analytics Specialist to join our dynamic team.

Data Management and Enrichment:

+ Collect, clean, and enrich data to improve customer insights and support marketing and sales efforts.

+ Perform regular data audits to maintain data quality and implement data hygiene best practices.

+ Utilize tools such as SQL, Excel, and PowerBI for data extraction, transformation, and analysis.

Reporting and Visualization:

+ Develop and maintain dashboards and reports to track key performance indicators (KPIs) for marketing and sales teams.

+ Automate reporting processes to improve efficiency and ensure accurate data delivery.

CRM and Cross-functional Collaboration:

+ Manage and maintain CRM data integrity, ensuring accurate and up-to-date information is available.

+ Collaborate with marketing, sales, and operations teams to understand their data needs and deliver tailored solutions.

+ Serve as a liaison between technical and non-technical teams, facilitating data-driven decision-making.

Analytical and Project Management Skills:

+ Analyze complex data sets to identify trends, anomalies, and opportunities for business growth.

+ Use data insights to propose and implement solutions that align with business objectives.

+ Oversee multiple data-related projects, ensuring they are completed on time and within scope.

Position Requirements

+ Bachelor's degree in Data Science, Business Analytics, Information Technology, or a related field, preferred.

+ Proven experience in data management, data analysis, or a similar role.

+ Strong proficiency in SQL, Excel, and PowerBI.

+ Experience with CRM systems and data integrity management.

+ Excellent analytical skills with the ability to interpret complex data sets.

+ Strong project management skills, with the ability to handle multiple projects simultaneously.

+ Effective communication skills, both written and verbal, to work collaboratively with cross-functional teams.

Compensation

The salary for this position generally ranges between $60,000-$70,000. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The firm also has a bonus program.

Perks & Benefits

+ 401(k) with Employer Match

+ Health Insurance (with HSA option)

+ Dental & Vision Insurance

+ Life Insurance

+ Generous Paid Time Off Policy

+ Flexible Spending Account (FSA)

+ Healthy Work/Life Balance

+ Maternity/Paternity Leave Policy

About World Investment Advisors

World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, World Investment Advisors supports $76B assets1 across 65 offices and 310 team members.

Stimulating Environment

At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World Investment Advisors?

+ Great company culture with an awesome team-oriented atmosphere!

+ Mentorship Opportunities

+ Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)

+ Professional growth opportunities

+ Friendly and collaborative work environment

+ Employee perks, including fun team building opportunities, yoga/wellness, charitable giving/volunteering.

World Investment Advisors, LLC 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 Investment Advisors is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity, and other qualities that make us all different.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

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#LI-REMOTE

1As of 12/31/2023, the World Investment Advisors network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

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