Marketing Success Specialist (Remote)

About The Role
FMG’s Do It For Me (DIFM) program is our highest-touch service offering and one of our fastest-growing programs. Clients who enroll get a dedicated marketing partner (FMG DIFM Concierge) who handles the execution of their digital content marketing program within the FMG toolset: monthly email campaigns, social media posts, blogs, and more, all built on content created by FMG’s in‑house marketing team. The Marketing Success Specialist is a creative and resourceful individual who also provides support to customers and ensures an exceptional customer experience. This individual will have intimate knowledge of the FMG services and products. Your ability to deliver an exceptional customer experience through all your interactions with customers will be vital to your success.

As a Marketing Success Specialist on the DIFM team (FMG DIFM Concierge), you’ll own a book of business and serve as that dedicated partner for a roster of financial advisors. You’ll learn their businesses, understand their goals, translate our monthly content calendar into personalized strategies, and execute on their behalf inside the FMG platform. This is a role where strong digital marketing instincts meet genuine client relationships — and where you can see the direct impact of your work in real time.

You can learn more about the Do It For Me Marketing Program at https://fmgsuite.com/legal/service-attachment-for-fmg-s-do-it-for-me-difmmarketing-service/ .

Compensation
This position offers between $50,000 - $55,000 per year, based on related experience.

Primary Responsibilities & Expectations
What You’ll Do:

Client Management & Strategy

Primary Advisory Contact: 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.

Campaign Execution: Share, review, and execute monthly multi‑channel content calendars (email, social, blog) within the FMG platform, incorporating client feedback.

Strategic Growth: Partner with clients to brainstorm strategies that target new prospects, re‑engage inactive leads, and maximize dashboard tools like audience segmentation.

Tech Adoption: Learn and implement new AI‑powered platform features quickly as they roll out.

Operations & Support

Administration: Keep meticulous records of client interactions, inquiries, and campaign data, while flagging trends or issues early.

Teamwork: Assist with calendar execution and support tickets, managing your workload proactively and communicating when help is needed.

Concierge Service Delivery: Provide exceptional customer care and service to your book of business.

What We’re Looking For:

Marketing Passion & Tech Savvy: A genuine curiosity about digital marketing mechanics (content performance, email open rates) and high comfort adapting to evolving software.

Heart for Customer Service: A passion to do right by the customer and build strong customer relationships.

Relationship Focus: An organized, strong communicator energized by managing moving pieces and building lasting client partnerships.

Industry Curiosity: No financial background is required, but you must be eager to learn advisor practice basics and financial marketing best practices (SEO, AEO, referrals, event marketing, website construction, content marketing, and testimonials).

Knowledge & Compliance:

FMG & Industry Expertise: Maintain deep knowledge of FMG’s products, department processes, and compliance guardrails to support both clients and internal staff.

Continuous Learning: Stay continuously updated on emerging trends in marketing, technology, and AI.

Work Environment: Access to a private & secure workspace, free from distractions.

Availability: Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor.

Technical Requirements: An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps).

Skills And Qualifications

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

Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.

Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.

Our 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.

We’ll provide you with the work computer equipment you need to set you up for success.

Our Employee Events Committee and managers are always planning a mix of fun in‑person and virtual events to keep us all connected—plus we also love to throw in some FMG swag.

EEO Statement
We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com.

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