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

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

What You’ll Do:

• 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.

• 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.

• 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).

• 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).

• 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…