BD Migration Manager (Remote)

FMG Suite; Sandy, Northern (UT, KY); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top Workplace award

401(k) with immediate vesting

On Demand Pay

Internet & Gym Reimbursement

Company-provided equipment

Job summary

FMG Suite is seeking a BD Migration Manager to own every migration and the account setup operation. You will lead a team across migrations, broker-dealer changes, and setups, including offshore contract resources, ensuring high-quality, timely execution for large enterprise clients.

The role emphasizes pilot automation, process redesign, and strong oversight of KPIs. Expect collaboration with senior stakeholders, ongoing SOP improvements, and a focus on scalable, compliant workflows within a

Qualifications

• Three+ years leading an operations/fulfillment/implementation team.
• Experience owning high-volume operational queues with defined service levels.
• Experience writing and maintaining operational documentation.
• Experience working with offshore/contract resources is a plus.
• Financial services or compliance-gov industry exposure is a strong plus.

Responsibilities

• Own migration delivery end-to-end: planning, execution, verification, handoff.
• Lead broker-dealer changes, queue management, and service standards.
• Own setups, provisioning, downgrades, and local search fulfillment.
• Maintain and improve the SOP library; write new SOPs for programs.
• Onboard/train team members; manage capacity planning and KPIs.

Skills

Operational leadership

Process design

Documentation

Client-facing

Performance management

Attention to detail

Job description

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 mar keting 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!
  • 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)
• 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

A new role at FMG, the BD (Broker Dealer) Migration Manager owns every migration FMG runs and the account setup operation that sits underneath it. When a group of advisors moves from one broker-dealer or compliance program to another, this is the person accountable for whether those accounts land intact, on the client's date, and correctly configured.

Migrations at FMG come in two shapes. Mass migrations move hundreds or thousands of advisor accounts at once based on dates the enterprise client sets. Single migrations, run today as broker-dealer changes, move one advisor at a time through a confidential, high-touch process where a single misstep can cost that advisor their position. The mechanics are largely the same. The difference is volume and the pressure that comes with it.

Alongside migrations, this role owns Setups: the CMS setup queue, upgrades and provisioning, downgrades and cancellations, local search fulfillment, enterprise ticket creation, and the library of roughly three hundred compliance program SOPs that governs all of it. That SOP library is the reason these functions belong together. Knowing what reseller a program needs, which agencies attach to which products, and what disclosure a given broker-dealer requires is the same knowledge whether you are migrating a book of five hundred or setting up a single new account. Consolidating this information into a maintained, teachable system is a central part of this job.

This is a people management and process management role. On the people side, you lead a team across migrations, broker-dealer changes, and setups, including offshore contract resources. You are expected to hold one-on-ones, manage KPIs, and address performance. You’ll also build a repeatable playbook, document it, train the team to run it without you in the room, and improve it after every wave.

Compensation This position offers $60,000-$80,000, depending on experience and qualifications.

Primary Responsibilities & Expectations

Migration Delivery

• Own the outcome of every mass migration wave, from planning through post-migration verification and handoff.
• Build the migration plan for each program: scope, account inventory, sequencing, resourcing, cutover dates, and the risk and issue log.
• Represent migrations in enterprise program meetings, including working sessions with home office stakeholders, and translate client requirements into an executable internal plan.
• Determine resourcing for each wave, including how many contract resources a given migration requires and for how long.
• Verify migration outcomes account by account and own the exception list until it is closed.
• Run the post-migration retrospective and fold what you learn back into the standard process.

Broker-Dealer Change Operations

• Own the broker-dealer change team, its queue, and its service standards.
• Manage the BD change phone queue, including coverage, voicemail response, and continuity when staff are out.
• Keep the team current on per-broker-dealer requirements as compliance programs change.
• Protect the confidentiality standard the BD change process depends on, limiting advisor exposure and containing communication to a single point of contact.
• Coordinate with Subscriptions, Sales, and Billing on pricing, upgrade opportunities, and post-migration billing accuracy.
• Drive intake quality upstream so tickets arrive with complete, accurate information and closed‑deal pricing.

Setups and Provisioning

• Own the CMS setup queue and hold it to its service standard, including new and temporary ID creation, product upgrades, reactivations, and integration shell accounts.
• Own the downgrade and cancellation queue and ensure work is completed against effective dates.
• Own local search fulfillment, including the reporting that identifies eligible sites and the assignment of that work.
• Own enterprise ticket creation, and drive automation of it wherever the volume justifies the build.

SOP and Process Ownership

• Own, maintain, and continuously improve the compliance program SOP library across all broker‑dealers and enterprise programs.
• Write the SOPs for new programs.
• Hold the team to the SOP as the standard, document deviations, and address them.
• Identify where the process itself is the problem and bring a proposed redesign, not just an escalation.
• Lead a team spanning migrations, broker‑dealer changes, and setups, including offshore contract resources.
• Run one‑on‑ones, set clear performance expectations, and review individual KPIs against them.
• Deliver corrective action and formal performance conversations directly, with documentation, and partner with your director and People Team.
• Onboard and train new team members, and build the training materials that make onboarding repeatable.
• Own team capacity planning and flag resourcing gaps early, with the numbers to support the ask.

What This Role Does Not Own

• Contract resource hiring, contract terms, and time‑off approvals. You own migration‑specific training, day‑to‑day direction, and escalation of issues.
• Essential website fulfillment sits outside this role.
• Front‑end development and site coding sit outside this role.
• Enterprise client relationship ownership, commercial terms, and pricing decisions sit with Enterprise Sales and Customer Success.

AI-First Expectation

FMG is building an AI‑fluent organization, and the BD Migration Manager is expected to lead adoption of these tools on their team with confidence and intention. This role sits on top of some of the most repetitive, highest‑volume work in the company: hundreds of accounts provisioned the same way, hundreds of tickets created by hand, hundreds of SOPs maintained by hand. That is exactly the work AI and automation should be absorbing, and this is the person closest to it.

The expectation is to actively look for where manual steps can be automated or assisted, to pilot those changes on your own team rather than waiting for them to be handed down, and to make the case with data when a build is worth engineering time. The BD Migration Manager's job is to make sure that philosophy is lived out in how the team works every day.

What You Bring

We care more about demonstrated judgment under operational pressure than a specific resume. The person who succeeds here is meticulous by instinct, comfortable owning a standard, and willing to have an uncomfortable conversation when the standard is not met.

Experience and Background

• Three or more years leading an operations, fulfillment, or implementation team, including direct responsibility for individual performance.
• Demonstrated ownership of a high‑volume operational queue against defined service levels.
• Experience planning and executing account or data migrations at volume, or comparable experience running complex, multi‑step operational programs where errors carry real consequences.
• Experience writing and maintaining operational documentation that other people successfully execute from.
• Experience working with offshore or contract resources.
• Financial services, wealth management, or another compliance‑governed industry is a strong plus.
• Familiarity with broker‑dealer structures and compliance review is a significant advantage.

Skills and Qualifications

• Exceptional attention to detail, and the discipline to verify rather than assume.
• Confident in a client‑facing working session. This role is not day‑to‑day account management, but you will represent migrations in front of enterprise stakeholders and need to be credible there.
• Strong process design instinct: able to see why something breaks repeatedly and redesign it, not just work around it.
• Direct, documented performance management.
• Fluent in the reporting side of operations: able to build a view, read a queue, spot the trend, and act before it becomes a miss.
• Clear written communication, especially in writing that other people have to execute from.

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 our 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 [e-mail] .