Responsibilities

• Client Management & Strategy: Build long-term relationships with a high-tier book of financial advisor clients through personalized guidance, goal-tracking, and proactive outreach via phone, video, and email.
• Campaign Execution: Review and execute monthly multi-channel content calendars (email, social, blog) in 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 workload proactively and communicating when help is needed.
• Concierge Service Delivery: Provide exceptional customer care and service to your book of business.

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
• 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
• Access to a private & secure workspace, free from distractions
• An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)
• 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

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, HSA with generous employer contributions, FSA, Company-paid Life Insurance and AD&D, Company-paid Short & Long Term Disability, EAP.
• Matching 401(k) with immediate full vesting
• On Demand Pay - access to a portion of earned wages prior to payday with same day deposit
• Internet & Gym Reimbursement
• Work computer equipment provided
• FMG Employee Events Committee plans in-person and virtual events and FMG swag