Project Manager

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FMG

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

• Own end-to-end project delivery • Plan, track, and drive software delivery projects from kickoff through release • Manage scope, timelines, dependencies, and risks across multiple concurrent initiatives without losing the thread on any of them • Run effective program-level meetings • Facilitate cross-functional syncs, steering reviews, and initiative-level working sessions • Keep meetings purposeful and decision-ready • Maintain delivery visibility • Build and maintain clear, up-to-date project plans, roadmaps, and status artifacts • Remove blockers proactively • Drive cross-functional alignment • Support program-level reporting • Document and systematize • Lean into AI

🎯 Requirements

• 4–7 years of project management experience, with meaningful time spent managing software delivery • Demonstrated ability to run multiple complex projects simultaneously across cross-functional teams • Strong working knowledge of Kanban; experience with other delivery frameworks is a plus • Excellent written and verbal communication • Proficiency with modern project management tooling; experience with Notion, ClickUp, or Linear is strongly preferred • Comfort operating in ambiguity and iterating your approach as priorities shift • Strong judgment about when to flex and when to hold the line on scope and schedule • Experience in financial services, fintech, or marketing technology • A genuine orientation toward innovation • AI fluency

🏖️ Benefits

• Generous paid holiday schedule • Comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave • Robust insurance plan includes: 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 - allows access to a portion of your earned wages prior to the payday with same day deposit • Internet & Gym Reimbursement • Work computer equipment provided • Employee Events Committee and fun in-person and virtual events

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