FMG

• Own end-to-end project delivery • Plan, track, and drive software delivery projects from kickoff through release • Manage scope, timelines, dependencies, and risks across multiple concurrent initiatives without losing the thread on any of them • Run effective program-level meetings • Facilitate cross-functional syncs, steering reviews, and initiative-level working sessions • Keep meetings purposeful and decision-ready • Maintain delivery visibility • Build and maintain clear, up-to-date project plans, roadmaps, and status artifacts • Remove blockers proactively • Drive cross-functional alignment • Support program-level reporting • Document and systematize • Lean into AI

• Own content strategy across FMG ensuring content aligns with business priorities, campaign initiatives, and customer needs. • Develop high-impact long-form and short-form content including guides, checklists, playbooks, interactive tools, blogs, email content, landing pages, and thought leadership articles. • Translate complex marketing concepts into practical, easy-to-understand content that drives engagement and action. • Identify opportunities to repurpose, refresh, and extend content across channels and audiences. • Leverage AI tools to accelerate research, ideation, drafting, editing, content repurposing, and workflow efficiency. • Partner with Revenue and Product Marketing to develop the messaging and content strategy behind integrated marketing campaigns that drive awareness, engagement, and pipeline. • Own the content and creative strategy for webinars, lead generation campaigns, and major marketing initiatives. • Develop campaign messaging frameworks and supporting assets including landing page copy, email copy, webinars, presentation content, downloadable resources, nurture content, sales enablement materials, and post-campaign content. • Collaborate cross-functionally to ensure campaigns deliver a consistent story and experience across every touchpoint. • Continuously identify opportunities to extend campaign value by repurposing webinars, events, and thought leadership into blogs, videos, social content, guides, and AI-search-optimized resources. • Own website copy across FMG and Agency Revolution and optimize web pages, blogs, resource content, and landing pages using SEO and AEO best practices. • Partner with the Digital Marketing Manager to develop and implement content based on keyword strategies, AEO/SEO recommendations, and search insights. • Maintain customer stories, testimonials, and proof points across key web properties. • Own social content strategy and execution across FMG and Agency Revolution.

• Own and evolve the developer experience across all product engineering teams: tooling standards, AI harness integration, deployment pipelines, and governance model. • Define and enforce platform engineering standards that enable engineering teams to ship faster and at a higher quality bar. • Drive adoption of AI-native SDLC practices across the organization, partnering with engineering managers to measure and improve development velocity. • Build and lead the Platform Engineering team, including a Senior Platform Engineer and SRE/DevOps Lead. • Develop engineering talent and establish the culture of the platform function — reliability, craftsmanship, automation-first thinking. • Own the reliability posture of the platform: uptime SLOs, on-call frameworks, incident response standards, and postmortem culture. • Establish telemetry, observability, and alerting standards across all product lines (DataDog, CloudWatch, PagerDuty). • Be an active participant in FMG's AI engineering transformation — from agentic development tools to AI-assisted QA and testing.

• Plan, build, execute, and optimize multi-channel demand generation campaigns across email, paid advertising, social media, content, webinars, and events. • Own the full campaign lifecycle from strategy and copywriting through launch, reporting, and optimization. • Write, build, and schedule marketing emails in HubSpot while maintaining a consistent campaign cadence. • Conduct A/B testing on subject lines, messaging, CTAs, landing pages, and campaign flows to improve performance. • Leverage AI tools to accelerate campaign creation, content development, audience research, reporting, and workflow efficiency. • Produce high-quality marketing copy for emails, landing pages, blogs, downloadable resources, webinars, social media, and sales enablement materials. • Develop and maintain a content calendar aligned to business priorities and buyer journeys. • Collaborate with product, sales, and marketing leadership to ensure messaging clearly communicates customer value and market differentiation. • Own webinar execution from planning through post-event follow-up, including registration pages, promotion, hosting, reporting, and on-demand distribution. • Manage conference and event marketing activities, including campaign setup, pre- and post-event communications, lead management, and performance tracking. • Coordinate partner marketing initiatives including co-hosted webinars, guest content, advertising placements, and shared campaigns. • Build and maintain relationships with partners, influencers, and industry organizations to expand reach and create new opportunities. • Manage Protection & Benefits social channels, including content creation, scheduling, community engagement, and reputation management. • Track and report on campaign performance across all channels with a focus on pipeline, MQLs, conversion rates, and revenue impact. • Analyze campaign results, identify trends, and provide recommendations to improve performance.

• Provide website maintenance and enhancements to existing websites through the use of CSS, JS, and HTML • Work closely with team members from various teams to ensure that client requests are consistent to the overall design of the website and follow web development best practices • Collaborate with our team on projects to improve scalability, performance, and usability across our platform • 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 • Internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

• 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.

• Own a meaningful slice of our defensive infrastructure end-to-end. • Design, execute, and follow through on security awareness programs and phishing simulations. • Participate in Endpoint Detection & Response rollout and ongoing operations. • Revamp our network protections for Zero Trust network access and DNS security. • Manage and operate our EASM platform, including continuous monitoring, finding triage, and remediation coordination. • Coordinate with our third-party penetration testing partner for scoping, logistics, findings review, and remediation tracking. • Monitor and respond to security alerts across our stack — SIEM, EDR telemetry, and related tooling. • Own relevant SOC 2 controls and participate in vendor evaluations, new tooling assessments, and ad hoc projects.

• Design and configure Agency Revolution websites to reflect the culture and personality of our clients' businesses. • Use Adobe Creative Cloud, WordPress, and WPBakery to create stunning website designs within the confines of our Forge website platform and workflows. • Work closely with our Onboarding Team to understand client and company goals. • Make updates based on client feedback and/or internal requests. • Participate in team meetings to review the status of projects and other activities. • Leverage our full suite of cutting-edge tools and apps, including Google G Suite, ClickUp, Front, Slack, and others. • Thrive in a fast-paced company and have fun as we grow together!

• Build and automate in HubSpot, designing and building workflows, properties, lifecycle automations, and other system enhancements. • Run the billing and CPQ system with Chargebee, managing selling rule logic and custom flows. • Contribute to reporting and data work by building HubSpot reports and dashboards. • Own integration use cases on the HubSpot side and manage errors. • Drive user enablement to ensure solutions generate value through training and testing. • Present solutions to stakeholder groups, translating technical work into understandable formats. • Troubleshoot issues and document findings for future reference. • Lean into AI for productivity improvements within workflow logic, documentation, and system enhancements.

• Answer incoming calls • Respond to incoming emails • Attend screen share calls with clients • Attend regular meetings to discuss areas of improvement for Support • Be available during regular business hours for unexpected calls and meetings • 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