Marketing Success Specialist

FMG

Marketing Success Specialist managing a book of financial advisor clients and executing their digital marketing strategies. Providing personalized service and building strong client relationships to drive effective outcomes.

Posted 6/12/2026full-timeRemote • Florida, Idaho, Illinois, Iowa, Kansas, Kentucky, Maine, Minnesota, Missouri, Montana, New Hampshire, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $55,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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 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 - access to a portion of your earned wages prior to payday with same day deposit.
Internet & Gym Reimbursement.
Equipment provided to set you up for success.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

email marketingsocial media strategycontent strategyaudience segmentationAI-powered platform featuresKPI managementcritical thinkingcustomer care

Soft Skills

written communicationverbal communicationvisual communicationteamworkopenness to feedbackorganizationconsistencyproblem-solvingrelationship buildingproactive outreach