
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.
🔥 7 minutes ago
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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.
• Plan, build, execute, and optimize multi-channel demand generation campaigns across email, paid advertising, social media, content, webinars, and events. • Own the full campaign lifecycle from strategy and copywriting through launch, reporting, and optimization. • Write, build, and schedule marketing emails in HubSpot while maintaining a consistent campaign cadence. • Conduct A/B testing on subject lines, messaging, CTAs, landing pages, and campaign flows to improve performance. • Leverage AI tools to accelerate campaign creation, content development, audience research, reporting, and workflow efficiency. • Produce high-quality marketing copy for emails, landing pages, blogs, downloadable resources, webinars, social media, and sales enablement materials. • Develop and maintain a content calendar aligned to business priorities and buyer journeys. • Collaborate with product, sales, and marketing leadership to ensure messaging clearly communicates customer value and market differentiation. • Own webinar execution from planning through post-event follow-up, including registration pages, promotion, hosting, reporting, and on-demand distribution. • Manage conference and event marketing activities, including campaign setup, pre- and post-event communications, lead management, and performance tracking. • Coordinate partner marketing initiatives including co-hosted webinars, guest content, advertising placements, and shared campaigns. • Build and maintain relationships with partners, influencers, and industry organizations to expand reach and create new opportunities. • Manage Protection & Benefits social channels, including content creation, scheduling, community engagement, and reputation management. • Track and report on campaign performance across all channels with a focus on pipeline, MQLs, conversion rates, and revenue impact. • Analyze campaign results, identify trends, and provide recommendations to improve performance.
• 5-7 years of experience in demand generation, campaign marketing, or a related B2B marketing role • Experience in the insurance industry is a plus, particularly working with independent agencies, brokers, or related financial services organizations. • Proven ability to run the full campaign lifecycle independently — from strategy and copy through execution and reporting. • Strong HubSpot proficiency (email, workflows, landing pages, reporting); experience with ClickUp or similar project management tools is a plus. • Experience leveraging AI tools to improve content creation, campaign execution, research, and productivity. • Excellent writer — comfortable producing first drafts of emails, blogs, social posts, and sales collateral without heavy oversight. • Comfortable presenting and hosting live webinars and virtual events. • An analytical mindset with the ability to pull insights from campaign data and translate them into action. • Highly organized, self-directed, and calm under the pressure of competing deadlines.
• 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!
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