FMG Suite

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - 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 - 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 - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role We are seeking a strategic, high-performing Business Development Representative -Player/Coach to lead our expansion into the Mid-Market and Enterprise sectors. This is a critical leadership-track role for a professional who can navigate complex sales cycles while pioneering the use of AI-driven methodologies to increase efficiency and personalization and operating in a remote first environment. You will be responsible for penetrating high-value enterprise targets (i.e., Wealth Management firms, Banks, Wirehouses, Independent Broker Dealers, etc.) while simultaneously coaching a team of BDRs to master the art of enterprise prospecting. Compensation This position offers a base salary range of $80k -$100K based on experience, plus the opportunity to earn commissions. Primary Responsibilities & Expectations - Orchestrate a sophisticated Account-Based Marketing (ABM) framework to penetrate high-value Mid-Market and Enterprise organizations. You will map complex buying committees and execute multi-threaded campaigns that align FMG’s solutions with specific corporate objectives. - Utilize AI writing and research tools to generate highly personalized outreach for C-level executives at scale, moving beyond generic templates. - Lead discovery calls focused on enterprise ROI, digital transformation, and how FMG solves the marketing and compliance hurdles unique to large financial firms. - Expertly navigate and maintain our core internal tech stack; including HubSpot, LinkedIn Sales Navigator, and WeConnect, while testing emerging AI tools to help automate administrative tasks and manual research. - Maintain a personal quota of qualified enterprise opportunities while testing and validating new AI-driven sales outreach tactics. - Develop opportunities through prospecting, email promotions & follow up on leads. - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Leadership & Coaching - Build, train, and mentor a team of BDR’s (1-2 to start which will grow over time) focused on advanced prospecting techniques, using AI tools for collaboration. - Conduct weekly 1:1s and coaching sessions with the team, focusing on AI-assisted research and multi-channel prospecting techniques. - Monitor team KPIs (conversion rates and meeting quality) to provide actionable feedback and improve pipeline velocity. - Build and grow team over team as business expands with vision to move into a full time BDR leadership position as enterprise sales expand. Skills and Qualifications - Enterprise Sales Experience: 3+ years in Business Development or Sales, with a proven track record of prospecting into Mid-Market or Enterprise organizations (SaaS preferred). - Deep understanding of the financial services landscape, including the regulatory hurdles faced by enterprise-level firms. - Exceptional ability to articulate a complex value proposition to C-Suite and VP-level stakeholders. - Demonstrated experience using AI-driven sales engagement tools, or automated research agents to enhance sales performance. - A continuous learner who stays updated on the latest AI sales trends and can translate them into practical team workflows. - Prior experience as a Team Lead or Senior BDR with a passion for mentoring others in modern, tech-enabled sales techniques. - Advanced proficiency in HubSpot and LinkedIn Sales Navigator. - Self starter and resourceful individual who can drive results in a virtual team environment. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - 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 - 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 - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role An Enterprise Customer Success Manager (ECSM) is a senior-level advisor managing high-value, complex, or strategic accounts to drive product adoption, retention, and revenue expansion. They serve as the primary contact, fostering C-suite relationships, conducting Quarterly Business Reviews (QBRs), and ensuring ROI. ECSMs also bridge technical implementation with business outcomes, handling escalations and acting as the internal "voice of the customer". Compensation This position offers between $100,000-$125,000 (depending on experience & qualifications). Enterprise Customer Success Manager's can also receive a yearly bonus as long as performance metrics are met. Primary Responsibilities & Expectations - Strategic Relationship Management: Build and maintain deep relationships with stakeholders, including executive leadership (C-suite), to align company goals with the client’s business strategy. - Retention and Growth: Partner with sales to drive renewals, minimize churn, and identify opportunities for upsells, cross-sells, or new product adoption. - Product Adoption & ROI: Drive deep product usage through onboarding, training, and regular "health checks," ensuring measurable value is delivered to the client. - Strategic Reviews: Conduct Quarterly Business Reviews (QBRs) and executive check-ins to demonstrate impact and align on future goals. - Advocacy & Feedback: Serve as the internal voice of the customer, providing feedback to Product and Engineering teams to influence the product roadmap. - Cross-functional Collaboration: Work with Sales (AEs) for renewals/growth, and Support/Technical teams for technical issues and implementations. - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Skills and Qualifications - Experience: 8+ years in a customer-facing role (CSM, Account Management, Consulting) handling large enterprise clients. - Domain Expertise: Strong understanding of financial services SaaS (e.g., wealth & asset management, SaaS, cloud, analytics) and technical proficiency with enterprise software. - Communication: Exceptional executive-level communication, presentation, and negotiation skills. - Project Management: Proven ability to manage complex, long-term, multi-stakeholder projects. - Data Analysis: Ability to analyze usage data, identify trends, and derive actionable insights to improve customer health. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award three years running (2023, 2024, and 2025), and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - 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 - 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 - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role We're looking for a Product Manager to own the roadmap across three product lines: Marketing, Contacts, and Testimonials. You'll manage a team of experienced Product Owners, report to the Director of Product, and partner closely with engineering, design, sales, and leadership. This role sits at an important intersection. The POs on your team handle project execution and requirement translation — your job is to operate above that: setting product direction, making hard tradeoffs, and ensuring we're building toward revenue and margin outcomes, not just user requests. You'll need to be fluent in both the details and the strategy — comfortable writing a crisp product spec one day and presenting tradeoff logic to leadership the next. You'll be working in a lean, PE-owned environment where 'we can't build everything' is a given, and the job is to make smart calls about what we do build and why. Compensation This position offers $130,000-145,000 depending on experience, skills and qualifications. Primary Responsibilities & Expectations Product Strategy & Roadmap Ownership - Own the product roadmap across Marketing, Contacts, and Testimonials balancing near-term revenue needs with long-term product bets - Make and communicate tradeoff decisions clearly, including when to say no - Translate business objectives from leadership into a coherent product vision your team can execute against - Identify opportunities through a commercial lens. Help us identify where can we expand revenue, improve retention, or protect margin Team Leadership - Manage and develop a team of Product Owners who are embedded with engineering and focused on sprint-level execution - Set context and direction. Ensure product and engineering teams have a well-defined roadmap to execute rapidly Cross-Functional Execution - Partner with engineering to scope and sequence work, manage dependencies, and protect team focus - Collaborate with Sales and Customer Success to understand where product gaps are costing us deals or driving churn - Interface regularly with leadership on roadmap priorities, tradeoffs, and business impact. Surface solutions, not just problems - Coordinate with engineering and product leadership to unblock product teams Spec & Discovery Work - Write sharp, well-scoped product specs when the work requires it. You're not just managing POs, you're a practitioner - Conduct customer and market discovery to pressure-test assumptions What we’re looking for - 5–8 years of product or related experience in B2B SaaS; fintech or wealthtech experience strongly preferred - Founding or early-stage experience at a financial services or wealthtech startup is highly valued. We care more about what you've built and the judgment you've developed than the logos on your resume - Experience managing or mentoring other PMs or POs - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Skills and Qualifications - You know how to close the gap between great features and revenue drivers - You're a strong communicator who can adapt across audiences: engineering, sales, and the C-suite - You understand compliance-adjacent product environments or can ramp quickly on them - You're comfortable with ambiguity and can make a defensible call with incomplete information - You thrive in lean operating environments where you're expected to do more with less Nice to have - Familiarity with SEC and FINRA marketing regulations - Experience working with financial advisors, broker dealers or other financial institutions - Experience at a PE-backed company or in a high-accountability growth environment At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - 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 - 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 - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role We are seeking a strategic, high-performing Business Development Player/Coach to lead our expansion into the Mid-Market and Enterprise sectors. This is a critical leadership-track role for a professional who can navigate complex sales cycles while pioneering the use of AI-driven methodologies to increase efficiency and personalization and operating in a remote first environment. You will be responsible for penetrating high-value enterprise targets (i.e., Wealth Management firms, Banks, Wirehouses, Independent Broker Dealers, etc.) while simultaneously coaching a team of BDRs to master the art of enterprise prospecting. Compensation This position offers a base salary range of $60k -$100K based on experience. Primary Responsibilities & Expectations - Orchestrate a sophisticated Account-Based Marketing (ABM) framework to penetrate high-value Mid-Market and Enterprise organizations. You will map complex buying committees and execute multi-threaded campaigns that align FMG’s solutions with specific corporate objectives. - Utilize AI writing and research tools to generate highly personalized outreach for C-level executives at scale, moving beyond generic templates. - Lead discovery calls focused on enterprise ROI, digital transformation, and how FMG solves the marketing and compliance hurdles unique to large financial firms. - Expertly navigate and maintain our core internal tech stack; including HubSpot, LinkedIn Sales Navigator, and WeConnect, while testing emerging AI tools to help automate administrative tasks and manual research. - Maintain a personal quota of qualified enterprise opportunities while testing and validating new AI-driven sales outreach tactics. - Develop opportunities through prospecting, email promotions & follow up on leads. - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Leadership & Coaching - Build, train, and mentor a team of BDR’s (1-2 to start which will grow over time) focused on advanced prospecting techniques, using AI tools for collaboration. - Conduct weekly 1:1s and coaching sessions with the team, focusing on AI-assisted research and multi-channel prospecting techniques. - Monitor team KPIs (conversion rates and meeting quality) to provide actionable feedback and improve pipeline velocity. - Build and grow team over team as business expands with vision to move into a full time BDR leadership position as enterprise sales expand. Skills and Qualifications - Enterprise Sales Experience: 3+ years in Business Development or Sales, with a proven track record of prospecting into Mid-Market or Enterprise organizations (SaaS preferred). - Deep understanding of the financial services landscape, including the regulatory hurdles faced by enterprise-level firms. - Exceptional ability to articulate a complex value proposition to C-Suite and VP-level stakeholders. - Demonstrated experience using AI-driven sales engagement tools, or automated research agents to enhance sales performance. - A continuous learner who stays updated on the latest AI sales trends and can translate them into practical team workflows. - Prior experience as a Team Lead or Senior BDR with a passion for mentoring others in modern, tech-enabled sales techniques. - Advanced proficiency in HubSpot and LinkedIn Sales Navigator. - Self starter and resourceful individual who can drive results in a virtual team environment. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - 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 - 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 - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role FMG has an exciting opportunity for an Enterprise Account Executive responsible for selling our full suite of SaaS marketing and communication solutions within the Financial Services channel. You will play a critical role in driving the Company’s next phase of growth by securing high-value, enterprise partnerships across the financial services industry. This role is focused on originating and closing strategic, multi-year agreements with mid-sized and large financial institutions—including broker-dealers, RIAs, banks, credit unions, insurance firms, and wealth management organizations. You will lead complex sales motions where firms invest in FMG’s platform on behalf of their advisors, professionals, or agents—delivering marketing automation, digital engagement, websites, and compliance-enabled communications at scale. Success in this role requires the ability to navigate multi-stakeholder environments, align executive priorities, and position FMG as a mission-critical platform across marketing, compliance, and operations. Compensation This position offers $140,000-$150,000 depending on experience, qualifications and skills. Primary Responsibilities & Expectations - New Logo Acquisition: Proactively identify, develop, and close new enterprise opportunities. Build executive-level relationships and create pipeline across target segments including broker-dealers, RIAs, banks, credit unions, and insurance organizations. - Strategic Account Development: Develop and execute account strategies for both prospective and newly acquired enterprise clients. Establish long-term relationships with key stakeholders and identify opportunities for expansion, increased platform adoption, and multi-year growth - Enterprise Sales Execution: Own the full sales lifecycle, including prospecting, discovery, business case development, solution alignment, proposal creation, negotiation, and contract execution. Lead a consultative sales process aligned to each organization’s strategic objectives. - Strategic Account Targeting: Partner with Enterprise Marketing to develop and execute account-based sales and marketing strategies focused on high-value enterprise targets. - Quota Responsibility: Meet or exceed an annual recurring revenue (“ARR”) targets and one-time professional services (“PS”) goals, as outlined in Exhibit A of this agreement, by securing high-value enterprise deals. - Multi-Stakeholder Management: Navigate complex buying groups across Compliance, Marketing, Operations, IT, Legal, Procurement, and Executive Leadership. Build alignment and drive consensus across all stakeholders. - Industry Expertise: Maintain a deep knowledge of financial services trends, regulatory dynamics (e.g., SEC/FINRA), and competitive landscape to position our platform as mission-critical to enterprise operations. - Pipeline Management & Forecasting: Maintain accurate pipeline and activity tracking in FMG’s CRM platform (HubSpot). Provide consistent visibility into deal progression and forecast accuracy. - Cross-Functional Collaboration: Partner closely with Product, Marketing, Legal, Finance, and Customer Success teams to close complex deals, ensure smooth post-sale transitions, support long-term customer success. - Thought Leadership & Market Presence: Represent the Company at industry events, conferences, and executive forums to build credibility, strengthen relationships, and generate new opportunities. - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Skills and Qualifications - Minimum 10 years in enterprise SaaS sales within the Financial Services industry, demonstrating a proven track record of meeting personal sales targets - Background in selling web-based, SaaS, and/or Cloud technology solutions - Solid understanding of the Financial Services industry, with the ability to navigate complex sales cycles and manage customer implementations of technology solutions - Strong ability to engage and influence C-level executives, coupled with entrepreneurial spirit and dynamic self-starting capabilities - Skilled at managing multiple projects and programs, while maintaining a goal and results-oriented focus - Excellent communication, presentation, and negotiation skills. Ability to clearly write documents and deliver presentations tailored to diverse audiences, including both business and IT stakeholders - A strategic thinker with a results-driven mindset, capable of making significant contributions both as an individual and as a team member. - Bachelor’s degree in Technology, Business, or a complementary discipline - Willingness to travel for prospect meetings and industry conferences to build and maintain relationships and explore new opportunities At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award three years running (2023, 2024, and 2025), and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - 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 - 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 - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role The FMG DIFM Concierge is a creative and resourceful individual who provides support to customers and ensures an exceptional customer experience. This individual will have intimate knowledge of the FMG services and products and will guide customers in executing marketing strategies utilizing FMG’s products and tools. Your ability to deliver an exceptional customer experience through all your interactions with customers will be vital to your success. You can learn more about the Do It For Me Marketing Program at https://fmgsuite.com/legal/service-attachment-for-fmg-s-do-it-for-me-difmmarketing-service/ Compensation This position offers $19-$22/per hour depending on skills and experience Primary Responsibilities & Expectations Industry and Product Knowledge - Provide ongoing support to customers and staff - Provide knowledge of FMG products and services - Provide basic understanding of compliance relationships through FMG - Provide basic knowledge of all departments’ processes and procedures Account Management - Primary account management while providing the highest level of ongoing support to customers who have purchased our highest level of service. - Provide specific advice to customers to help them identify and resolve challenges, and continuously move their marketing forward. - Respond to customer inquiries and requests for assistance by telephone or email. - Keep records of customer interactions, details of inquiries, comments and complaints. - Promptly respond to customers’ concerns and provide solutions. - Proactively manage personal workload and readily communicate the need for additional support to lead or manager. - Understand client goals and provide suggestions based on account history and current needs. - Educate customers in leveraging the marketing tools within the FMG Dashboard to include client/prospect segmentation. - You will share and review a monthly content calendar and a marketing strategy created by our industry thought leaders with each of your customers within your book of business. - Assist with calendar execution and ticket work as needed. - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Skills and Qualifications - At least 2 years of experience in Customer Service - Account Management experience is a plus - Excellent written and verbal communication skills - Strong sense of customer care and putting customers first - Ability to work as part of a team - Openness to feedback - Ability to apply critical thinking to challenging situations - Ability to overcome difficult conversations - Technical skills (proficient at using a computer and learning new software) - Ability to adapt to changes/updates in SOPs or technology Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits FMG strives to be a top-tier employer. We continually evaluate our benefits and total compensation packages to ensure we offer our employees the most competitive package we can provide. As a part-time employee you would be eligible for the following benefits. - Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown. - Paid sick leave - Matching 401(k) with immediate full vesting - On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet Reimbursement - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role We are seeking a highly skilled and motivated Customer Service Representative to join our team. This role is critical to the success of our company, serving as the primary point of contact for our clients. The impression you create and the service you provide will shape how clients perceive FMG. This position requires a higher level of problem-solving and critical thinking skills than typical entry-level customer service roles. It’s not your typical customer service position. At FMG, we are looking for individuals who are natural problem solvers and can think critically under pressure. The role demands a high level of dedication and resilience, as you will encounter challenging situations that require innovative solutions. Here you will have the opportunity to make a significant impact on our clients' experiences and grow your skills in a dynamic, supportive environment. If you are a skilled puzzle solver who thrives in a challenging and dynamic environment, and you are passionate about delivering exceptional customer service, we would love to hear from you. Join FMG and help us continue to set the standard for excellence in customer service. We look forward to welcoming you to our team! Compensation This position offers $15-$17/per hour depending on experience. Compensation increases are typically given multiple times throughout the year as a Customer Service Representative is promoted through our service tiers Primary Responsibilities & Expectations - Assist customers who have questions on FMG products (websites and marketing). - Provide accurate and timely customer service by phone and email. - Handle complex escalated inquiries from customers. - Work with FMG’s Customer Service tools (Hubspot, Aircall, FMG Suite’s Advisor Admin, Guru, Slack, Google Docs, etc.) to resolve customer issues. - Record and maintain detailed notes about interactions with customers. - Report bugs and other issues on platforms to developers. - Collaborate and coordinate with internal departments to ensure client satisfaction. - Provide feedback to management on customer experience and customer likes/dislikes about FMG’s products. - Exercise patience, empathy, and understanding on every call and every email. - Efficiently solve a ticket backlog with quality information and service. - Participate in ongoing training to stay current with our products, services, and industry developments. - All other duties as assigned - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Skills and Qualifications - Excellent communication skills, both verbal and written. - A proactive problem solver with outstanding critical thinking skills. - Ability to learn quickly and adapt to changing environments. - Willing to dig for the right answer, and ask questions when you need help. - Ability to work proactively individually and in a team environment. - Have a true passion for exceptional customer service with every interaction, actively seeking opportunities to give positive, memorable service. - Listens carefully and thoughtfully, and works collaboratively to help anyone in need. - Exhibits a caring, positive, and cheerful attitude; is adaptable, positive and supportive, even during stressful situations. - A self-directed learner. - Proficiency and fluency in speaking, understanding, reading, and writing English. - Must be able to type 50+ words per minute - Prior experience in customer service or a related field is preferred but not required. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/