Marketing Success Specialist

🕒 2 days ago

🐊 Florida, Idaho, +20 more states – Remote

🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🌶️ New Mexico – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

💵 $50k - $55k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎡 Marketing

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FMG

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

☁️ SaaS

💰 Series A on 2016-08

Finance • Marketing • SaaS

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• Manage a high-tier book of financial advisor clients, building long-term relationships through personalized guidance, goal-tracking, and proactive outreach via phone, video, and email. • Share, review, and execute monthly multi-channel content calendars (email, social, blog) within the FMG platform, incorporating client feedback. • Partner with clients to brainstorm strategies that target new prospects, re-engage inactive leads, and maximize dashboard tools like audience segmentation. • Learn and implement new AI-powered platform features quickly as they roll out. • Keep meticulous records of client interactions, inquiries, and campaign data, while flagging trends or issues early. • Assist with calendar execution and support tickets, managing your workload proactively and communicating when help is needed. • Provide exceptional customer care and service to your book of business.

🎯 Requirements

• 3+ years of experience in a client-facing or account management role. • Demonstrated understanding of email marketing, social media, and content strategy. • Demonstrated ability to meet service KPIs. • Excellent written, verbal, and visual communication skills. • Strong sense of customer care and putting customers first. • Ability to work as part of a team. • Openness to feedback. • Ability to manage a high-volume book of business with organization and consistency. • Ability to apply critical thinking to challenging situations. • Ability to overcome difficult conversations. • Financial industry experience is a plus. • Technical skills (proficient at using a computer, learning new software, and adept at using AI). • Ability to adapt to changes/updates in SOPs or technology.

🏖️ Benefits

• Generous paid holiday schedule including a full week off for our Winter Holiday Shutdown. • Comprehensive paid time off policies covering vacation, sick days, parental leave, and bereavement leave. • Robust insurance plan including Medical with $0 co-pay, Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA). • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage. • Company-paid Short & Long Term Disability coverage. • Company-paid Employee Assistance Program (EAP). • Matching 401(k) with immediate full vesting. • On Demand Pay - access to a portion of your earned wages prior to payday with same day deposit. • Internet & Gym Reimbursement. • Equipment provided to set you up for success.