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!
- 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 Director of Enterprise Onboarding & Migrations, owns the end-to-end delivery of every enterprise onboarding and every migration FMG runs. This is the single accountable owner for whether an enterprise client is successfully implemented on the platform and whether a book of advisors lands on FMG intact, on time, and compliant. The role breaks into two core responsibilities, onboarding new enterprise clients and running migrations for existing books, and both need to move predictably at real scale.
Onboarding starts when an enterprise client signs with FMG. Hundreds or thousands of advisors then need to be brought onto the platform, and for Customer Delivery, the focus is on website onboarding. The process generally follows a cadence. Sales brings a custom website request, we might create pre-approved design templates, we organize a dedicated team to get these websites onto the FMG platform through a Premium or Essential build, and then launch them. Our team also reports on progress to the Enterprise client along the way, so they feel supported.
Migrations work differently, but the accountability is the same. A migration is the movement of a group of advisor accounts from one home to another, and this role is ultimately responsible for the outcome of every one of them. Generally speaking, when a new type of onboarding shows up, this role figures out what it requires from the team.
Doing both well, and at scale, takes a specific kind of person. You need the executive presence to hold a hard conversation with a client’s senior leadership, the operational rigor to run a thousand-account migration without losing accounts, and enough technical depth to speak with product and engineering. Just as important, you need to think like a product person. The process here is a product. It needs a documented current state, a defined target state, and a sequenced roadmap of changes to get from one to the other, with the reasoning written down so the team can execute the plan.
You are helping create Enterprise Onboarding and Migrations as a real function, with documented process, defensible reporting, and a team structured to scale, while running live client programs. The goal is not to manage enterprise onboarding as it exists today. It is to build what it needs to become.
Compensation This position offers $80,000-$120,000 depending on qualifications and experience.
Primary Responsibilities & Expectations
Enterprise Onboarding Delivery
- Own the outcome of every enterprise onboarding program, from kick-off through go-live and transition to ongoing support.
- Hold accountability for scope, timeline, milestones, and the issue log across all active programs simultaneously.
- Own the website onboarding pipeline at scale, including advisor request intake, template governance, build coverage, and active project reporting.
- Own P&B Enterprise project management, working closely with the Agency Revolution team to fulfill the projects.
- Build and enforce the SOPs, templates, and infrastructure that make onboarding repeatable instead of custom each time.
- Treat the process as a product. Maintain a roadmap of process and system improvements, sequence it against client demand, and drive it to completion with home office, product, and engineering partners.
- Identify where a client’s request exceeds the standard package and drive the decision on scope, effort, and cost rather than absorbing it silently.
Migrations
- Carry ultimate accountability for the outcome of every migration, including accuracy, completeness, timeline, and advisor/home office experience.
- The team executes migrations day to day. You own the team, the method, and the result. Your job is to make sure they have a defined process, realistic capacity, and a clear quality bar, and to answer for the outcome when they do not.
- Hold the Migrations Manager accountable for execution quality and develop that person into a genuine owner of the function.
- Set the methodology: determine when an automation is the right route, when a manual migration is required, and what bar has to be met before a migration wave is considered done.
- Own migration capacity planning, including sizing waves, sequencing them against client deadlines, and scaling external vendor capacity up and down as volume demands.
- Establish the verification and QA standard so a completed migration is proven complete, not assumed complete.
- Manage the risk surface: advisor communications, compliance resubmission, live-site continuity, in-flight builds, and the handoffs to billing, subscriptions, and support.
- Report on progress to our enterprise partners, internally and externally, along the way.
Scoping and Pre-Sale Support
- Join discovery and scoping calls with sales and business development partners on enterprise opportunities.
- Own feasibility assessment and effort sizing, and give a defensible answer on what FMG can deliver, in what timeframe, and at what cost in team hours.
- Say no, or say “not that way,” when an ask is not deliverable as scoped, and bring the alternative that is.
Client Leadership and Escalation
- Serve as the senior escalation point for enterprise clients when a program is at risk or a client is unhappy.
- Set and reset expectations with client-side executives directly, with the authority to hold a position under pressure.
- Own the odd-shaped programs that do not fit any standard flow, and build the approach where none exists.
Team Leadership
- Lead a small, senior team today, including a Migrations Manager, an Enterprise Onboarding Project Manager, and two Enterprise Onboarding Specialists, and scale it as the book grows.
- Set clear KPIs and performance standards for the team, and hold people to them with documented, consistent follow-through.
- Build the team and process a repeatable system.
Reporting and Operating Rhythm
- Deliver a weekly state of the union across the full enterprise portfolio: in scoping, in build, at risk, and launching.
- Maintain a single trustworthy source of program status that leadership can act on without asking clarifying questions.
- Bring problems forward early with a recommendation attached, not after they have become client-visible.
What This Role Does Not Own - Named deliberately, because clarity here protects the role.
- Design and copywriting production, which sits with the Design and Content organization within Customer Delivery.
- The ongoing business-as-usual home office relationship after a program transitions to support.
- Net-new enterprise deal ownership, pricing authority, and contracting, which sit with Business Development.
- SMB and premium onboarding delivery for Wealth and P&B, which sits with the Director of Onboarding Delivery.
AI-First Expectation
FMG is building an AI-first delivery organization, and the Director of Enterprise Onboarding & Migrations is expected to be the internal driver of that shift for this function. That means identifying where AI tools and automation can replace the manual, repetitive work that dominates migrations and onboarding today, building the playbooks and standards that govern their use, and holding the team accountable for meaningful adoption. Migrations in particular are full of high-volume, rules-based, verifiable work, which makes this function one of the highest-leverage places in the company to apply automation.
This goes beyond using AI personally. It means deploying AI at the team level, changing how the work actually gets done, and being able to show the difference in throughput and quality. We are not looking for someone who is curious about AI. We are looking for someone who already thinks in systems and sees AI as the most powerful leverage point in a modern delivery organization.
What You Bring
This role sits at the intersection of enterprise client leadership and high-volume operational delivery. Strength in only one of those will not be enough.
Experience and Background
- 7+ years in implementation, onboarding, professional services, product, or delivery leadership, with at least 3 years managing people.
- Direct experience owning enterprise implementation programs end to end, with executive-level client stakeholders and hard external deadlines.
- Demonstrated ownership of high-volume operational delivery at scale, such as data migrations, platform migrations, or mass provisioning, where accuracy across thousands of records was the measure of success.
- Experience in financial services, wealth management, insurance, or another regulated industry, with working knowledge of what compliance review means for delivery timelines.
- Track record of building a function rather than inheriting one: writing the SOPs, defining the metrics, and standing up the operating rhythm.
- Experience owning a process or system roadmap, not just running the process, including deciding what changes get built and in what order.
- Experience managing external or outsourced delivery capacity, including scoping work to a vendor and holding it to a quality standard.
- SaaS or platform delivery experience, with fluency in SSO, CRM integration, data provisioning, and API-adjacent concepts sufficient to lead technical conversations credibly.
Skills and Qualifications
- Executive presence. Can hold a room with a client’s senior leadership, deliver bad news cleanly, and reset an expectation without damaging the relationship.
- Willingness to push back internally and externally, and the judgment to know which fights are worth having.
- Rigorous operational discipline. Comfortable in the detail of a migration checklist and in a portfolio-level status review on the same day.
- Product thinking. Can map a current-state process, define the target state and roadmap the changes between them.
- Strong systems thinking, with a bias toward building the repeatable process over solving the same problem twice.
- Credible technical range. Does not need to configure the platform, does need to know when an answer does not add up.
- Clear, concise written communication, particularly status reporting that a busy executive can act on.
- Ability to run many concurrent programs with competing external deadlines without losing the thread on any of them.
- Genuine people leadership. Sets a high bar, gives direct feedback, and develops managers into owners.
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 [email protected].
You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/
