Provide first-tier IT support and system administration for advisors and employees. Troubleshoot issues, manage user setups and data imports (Salesforce), maintain CRM and business systems, coordinate with vendors, and participate in IT projects and team meetings. Heavy email support and focus on collaborative remote work.
Position Objective
World Investment Advisors is seeking a dynamic and experienced Information Technology Associate to assist the IT Department with day to day technical services for our Advisors, in-house employees and in support of general operations. The ideal candidate will leverage their problem-solving expertise to identify and recommend solutions for issues sent to the department as well as assist on strategic initiatives and projects. With a strong commitment to delivering the best possible service, the Associate will help in monitoring requests for service and ensuring successful engagement. This role requires exceptional communication skills to effectively collaborate with team members and stakeholders, ensuring compliance with industry standards while contributing to the continuous improvement of our technical operations.
Primary Responsibilities
• Positive Mental Attitude. Able to remain kind and gracious, even under extreme pressure.
• Highly motivated and results driven individual, a self-starter.
• Excellent analytical, problem solving, and decision-making skills.
• Excellent written communication skills.
• Good verbal communication and presentation skills.
• Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity.
• Experience with MS Office applications
Preference Given to Candidates with the Following Qualifications:
• CRM/Database experience
o Salesforce-specific experience in particular.
o Programming ability a big plus.
Job Description
Information Technology Associate (Remote Position)
Compensation
The salary for this position generally ranges between $65,000-$75,000. 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 Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) 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, WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA, 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 and Employee Resource Groups
• Professional growth opportunities
• Friendly and collaborative work environment
WIA 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. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
Job Description
Information Technology Associate
*As of 12/31/2025, the World Investment Advisors network of advisors and firms collectively provides support to over $70 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.
#LI-NH1
#LI-Remote
World Investment Advisors is seeking a dynamic and experienced Information Technology Associate to assist the IT Department with day to day technical services for our Advisors, in-house employees and in support of general operations. The ideal candidate will leverage their problem-solving expertise to identify and recommend solutions for issues sent to the department as well as assist on strategic initiatives and projects. With a strong commitment to delivering the best possible service, the Associate will help in monitoring requests for service and ensuring successful engagement. This role requires exceptional communication skills to effectively collaborate with team members and stakeholders, ensuring compliance with industry standards while contributing to the continuous improvement of our technical operations.
Primary Responsibilities
- Will be part of the current WIA Information Technology team and will work closely with other team members with ongoing projects and day-to-day tasks.
- Will provide first tier support to the WIA network via email or phone by helping users with issues by researching problems, troubleshooting, and reaching out to tech support entities/vendors when necessary.
- Will assist as system administrator and user set-up within the different platforms used at WIA. Some of those systems include but not limited to:
- Salesforce
- Microsoft 365
- HubSpot
- Conga
- Fast Forms
- NetDocuments
- NetSuite
- Will assist with ongoing maintenance of CRM and other systems and will notify users of outages or issues
- Assist with data imports into our Salesforce platform and help with data cleanup
- Be part of general Technology Department administration, meetings, and projects
• Positive Mental Attitude. Able to remain kind and gracious, even under extreme pressure.
• Highly motivated and results driven individual, a self-starter.
• Excellent analytical, problem solving, and decision-making skills.
• Excellent written communication skills.
• Good verbal communication and presentation skills.
• Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity.
• Experience with MS Office applications
Preference Given to Candidates with the Following Qualifications:
• CRM/Database experience
o Salesforce-specific experience in particular.
o Programming ability a big plus.
Job Description
Information Technology Associate (Remote Position)
Compensation
The salary for this position generally ranges between $65,000-$75,000. 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 Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) 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, WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA, 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 and Employee Resource Groups
• Professional growth opportunities
• Friendly and collaborative work environment
WIA 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. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
Job Description
Information Technology Associate
*As of 12/31/2025, the World Investment Advisors network of advisors and firms collectively provides support to over $70 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.
#LI-NH1
#LI-Remote
Similar Jobs
Greentech • Social Impact
Provide strategic HR leadership for IT, overseeing employee relations, compensation, talent management, benefits, payroll, training, organizational development, and recruiting. Partner with senior leaders, manage a multi-location HR team, design and implement HR strategies, produce reports and data analysis, and travel up to 40% domestically and internationally.
Top Skills:
MS OfficeWorkday
Legal Tech
Provide technical support for judges and staff, maintaining court technology, troubleshooting issues, managing accounts, and developing training programs.
Top Skills:
A/V Equipment TroubleshootingActive DirectoryiOSWindowsVoipWindows Server
Information Technology
Responsible for providing level 1 and 2 IT support, ensuring workflows meet SLA requirements, troubleshooting issues, and communicating with teams to resolve incidents.
Top Skills:
ExcelMicrosoft OutlookMicrosoft SharepointMicrosoft TeamsMicrosoft WordWindows Server
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
