Enterprise Onboarding Specialist (Remote)

FMG Suite; Sandy, Northern (UT, KY); Hybrid; USD 33,000 - 45,000; Full time

Benefits offered by this job

Top Workplace Award

Generous PTO

Medical Insurance

Dental Insurance

Vision Insurance

HSA with employer contributions

FSA

Life Insurance

Disability Insurance

EAP

401(k) Matching

On Demand Pay

Internet & Gym Reimbursement

Company equipment

FMG swag

Job summary

FMG Suite in Sandy, Utah is seeking an Enterprise Onboarding Specialist to lead the client-facing delivery for complex broker-dealer programs. You will own repeatable workflows, write clear client tickets, validate data, and coordinate with design, development and compliance to ensure a smooth go-live process.

You’ll collaborate with project managers and home office teams, using judgment to decide when to act or escalate.

Qualifications

• Several years in client service, onboarding, or implementation, ideally in financial services or SaaS.
• Proven ability to carry a book of client work independently and reliably.
• Experience running client-facing calls and managing expectations.
• Familiarity with website build, digital marketing, or platform implementation.
• Comfort with CRM and ticketing systems.

Responsibilities

• Carry day-to-day delivery work across enterprise programs assigned to by the Project Manager.
• Move accounts through the full build pipeline: discovery, design, build, review, go-live.
• Validate intake, questionnaires, and client data; write clear tickets to design and fulfillment.
• Coordinate with design, front-end development, and compliance; manage go-live domain deliverables.
• Maintain accurate status updates and escalate risks early.

Skills

Client service

Onboarding/implementation

Account management

Compliance awareness

CRM tools

Ticketing systems

Tools

CRM

Ticketing systems

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 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!
  • 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

The Enterprise Onboarding Specialist is the senior client-facing execution seat on an enterprise onboarding program. Specialists report to an Enterprise Onboarding Project Manager and cover the programs that Project Manager is assigned to, carrying the day-to-day delivery work that makes an enterprise implementation land.

This is client service at a different altitude than a standard build queue. Enterprise programs do not follow one standard path. Broker-dealers carry special enterprise agreements with their own behavior, their own compliance route, their own go-live mechanics, and their own rules about whether you work with the advisor directly or through the home office. Volume arrives in waves rather than as a steady queue. Reporting on where every advisor sits in the pipeline is something FMG owes the client contractually. And the home office is in the room, which means a casual answer on a call can become a precedent the company has to honor across thousands of accounts.

The Specialist owns the repeatable workflow and the client-level delivery tasks inside that: structured client calls and the documentation that follows them, intake validation, ticket creation and updates, coordination with design, front-end development and fulfillment, compliance submission, domain and go-live, and clean handoffs. The Project Manager carries accountability for the program and the home office relationship. The Specialist carries the work, and carries it well enough that the Project Manager trusts the job is done right.

What makes this role senior is judgment. You will hit situations no SOP covers, on accounts where the cost of guessing is high. We are looking for someone who knows the difference between a decision they should make and one they should elevate, and who writes down what they learn so the next program does not start from zero.

Compensation This position offers $24.00-$33.00/per hour, depending on experience and qualifications.

Primary Responsibilities & Expectations

Program Execution

• Carry the day-to-day delivery work across the enterprise programs your Project Manager is assigned to.
• Move accounts through the full build pipeline: discovery, design selection, initial build, client review, work orders, wrap-up, compliance, domain, and go-live.
• Validate intake, questionnaires, and client data.
• Write clear, complete tickets to design, front-end development, fulfillment, and follow them through rather than handing them off.
• Track the per-client and per-broker-dealer differences that govern each program, and apply them correctly without being reminded. You should be the expert in the mechanics of your builds and in each client's specific rules.

Client Communication

• Run structured client calls at the firm and advisor level: kickoffs, site reviews, and status conversations.
• Support the Project Manager in home office meetings when necessary.
• Keep clients informed proactively, especially when something is late or blocked.
• Produce consistent, standardized notes, and follow-ups after every client interaction.

Compliance and Launch

• Prepare and submit content for compliance review through each broker-dealer's process, and manage the rejection and resubmission cycle.
• Anticipate the common failure points and catch them early rather than at launch.
• Chase stalled compliance cases directly with the reviewing party when a queue stops moving.
• Coordinate domain and go-live, and confirm the outcome rather than assuming it.

Documentation and Reporting

• Maintain accurate, current status on every account you touch.
• Document what you learn about a client, a broker-dealer, or a process, and put it where the team can find it.
• Contribute to the SOPs and playbooks this function is building, and follow the ones that exist.
• Flag gaps between what a client was sold and what is being delivered.

Judgment and Escalation

• Handle the situations no SOP covers, and know which ones are yours to resolve, and which belong to the Project Manager.
• Raise risks early and specifically, with the detail needed to act on them.
• Knowing the difference between an in-scope request and a product request is an important part of the position.

AI-First Expectation

The Enterprise Onboarding Specialist is expected to actively use AI tools in their daily work, for research, documentation, client communication, data validation, and problem-solving. FMG is building an AI-fluent organization, and every team member plays a role in that. In this seat that means using AI to produce meeting notes and follow-ups, to draft and refine client communications, to check data before it moves downstream, and to get to an answer about an unfamiliar broker-dealer process quickly.

On enterprise programs the judgment is the job. The time these tools give back is time returned to the client conversations and the careful checks that actually require a person.

What You Bring

We are looking for an experienced client service professional who is ready for enterprise-level work.

Experience and Background

• Several years in client service, account management, onboarding, or implementation, ideally in financial services, wealth management, insurance, or SaaS.
• A track record of carrying a book of client work independently and reliably.
• Experience running client-facing calls on your own, including calls where the news was not good.
• Familiarity with website build, digital marketing, or platform implementation work.
• Experience in a compliance-governed environment is a strong advantage.
• Comfort with the tooling of the work, including CRM and ticketing systems.

Skills and Qualifications

• Exceptional organization. This role runs multiple programs with different rules at the same time, and the details are the job.
• You reach out before the client has to ask.
• The ability to hold a professional conversation with a home office contact and answer at the right level of detail.
• The judgment to know when to decide and when to elevate, and no hesitation about escalating.
• Genuine follow-through. You close loops without being chased.
• Comfort with ambiguity and changing direction, and the instinct to write down what you figured out so the next person does not have to.

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 [e-mail] .