Marketing Success Specialist
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Job Description
Marketing Success Specialist supporting financial advisors as a dedicated partner in their digital content marketing efforts. Managing client relationships and executing personalized strategies within FMG platform.
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.
- 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.
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.
Benefits:
- 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.
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