FMG Suite, a Gardena, Calif.-based marketing and growth platform serving financial advisors, broker-dealers, and registered investment advisors, has named four senior executives as the company pushes deeper into enterprise distribution and artificial intelligence strategy.
The hires — Christian Short as senior vice president of AI strategy and operations, Nathan Worthington as senior vice president of customer success, and Kevin Jurick and Jeremy Kowalski as strategic enterprise account executives — come shortly after FMG Suite expanded its board of directors.
The appointments signal a deliberate pivot: the platform is positioning itself less as a marketing tool for individual advisors and more as a compliance-ready growth infrastructure for large institutions.
"FMG is entering a new phase," said Dave Christensen, chief executive officer of FMG Suite. "We are evolving from a marketing platform into the compliant growth platform for the financial services industry, and that requires leadership built for where the market is going."
Short's appointment is the most strategically distinct of the four. He joins from EY-Parthenon, where he served as senior director and helped design Enterprise Reimagined, a flagship artificial intelligence transformation product for financial services clients. He also drove commercialization of EY Growth Platforms, a neurosymbolic AI offering.
Before that, he spent more than seven years at Bain & Company focused on financial services and private equity, founded a venture-backed telehealth company, and served as interim chief executive of a consumer health brand through a nationwide retail launch.
Christensen said Short's hire is intended to give FMG's clients a concrete AI roadmap — not just a marketing claim. "Christian's hire will enable us to provide a clear AI strategy across our entire product line, helping our clients not only say they are AI-enabled but actually take advantage of the efficiency and productivity gains these tools provide in a marketing and growth strategy," he said.
Worthington, who steps in to lead customer success across both small-and-midsize business and enterprise segments, spent more than 16 years at Institutional Shareholder Services, known as ISS STOXX, as a managing director overseeing a global client success organization.
FMG said his mandate will focus on accelerating time to value for clients, expanding platform adoption, and protecting renewal rates — all metrics that matter to enterprise relationships with broker-dealers and wirehouses.
Jurick and Kowalski bring institutional sales depth to FMG's enterprise outreach. Jurick, also a former managing director at ISS STOXX where he led US strategic accounts spanning asset managers, insurance companies, and public pension funds, spent a decade earlier in his career as a vice president and designated market maker at Goldman Sachs on the New York Stock Exchange.
Kowalski arrives from Salesforce, where he managed partnerships with State Street and Fannie Mae as a strategic account director for nearly six years, leading extended teams and driving C-suite engagement inside complex enterprise accounts. He also held enterprise sales roles at IBM focused on AI solutions.
"Enterprise growth in this market is not just about winning deals, but earning trust and then delivering results that expand over time," said Matt Newman, chief revenue officer at FMG Suite. "Kevin and Jeremy know how to navigate complex institutional sales, and Nathan brings the discipline to build a customer success organization that keeps those relationships growing long after the contract is signed."
FMG Suite said the four appointments follow a recent expansion of its board, though the company did not disclose details of that expansion in the announcement. The firm serves financial advisors, insurance professionals, and enterprises, with a product focus on compliant marketing content, digital engagement, and growth strategy.
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