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.
Keep meticulous records of client interactions, inquiries, and campaign data, while flagging trends or issues early.
Provide exceptional customer care and service to your book of business.

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.

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 employer contributions, and 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 earned wages prior to payday with same day deposit.
Internet & gym reimbursement.
Work computer equipment provided for success.
Fun in-person and virtual events planned by Employee Events Committee.

Marketing Success Specialist

Key skills