Marketing Success Specialist (Remote)

FMG Suite•Sandy, UT

3d•$50,000 - $55,000•Remote

About The Position

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.

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
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
Access to a private & secure workspace, free from distractions
Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Nice To Haves

Financial industry experience is a plus.
A genuine curiosity about digital marketing mechanics (content performance, email open rates) and high comfort adapting to evolving software.
A passion to do right by the customer and build strong customer relationships.
An organized, strong communicator energized by managing moving pieces and building lasting client partnerships.
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).
Maintain deep knowledge of FMG’s products, department processes, and compliance guardrails to support both clients and internal staff.
Stay continuously updated on emerging trends in marketing, technology, and AI.

Responsibilities

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.

Benefits

Generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
Comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
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