Description
The Y-12 Investment Partners role manages the FMG Marketing Suite, conducts outbound outreach to prospective and existing members, coordinates Financial Professionals’ calendars, supports branch partnerships and referral programs, maintains CRM records, prepares engagement and referral reports, and assists with operational activities. The position requires three to five years of similar or related experience, a two-year college degree or equivalent specialized training, strong communication and organizational skills, CRM proficiency, and the ability to travel for branch visits and training.
