Marketing Manager, Lifecycle

This is a fully remote position, open to applicants in California.

📋 Description

• Create and oversee tailored, multi-channel marketing initiatives aimed at enhancing clients' financial literacy, boosting their savings, and assisting them in discovering the most suitable products for their needs.

• Collaborate extensively with Data Science & Engineering, Product Marketing, Consumer Research, and Creative teams to formulate personalized initiatives informed by both qualitative and quantitative insights that align with business objectives.

• Leverage Wealthfront’s customer segmentation, lifecycle phases, product engagement, and behaviors to design automated and scalable marketing strategies.

• Manage the complete process of developing and executing lifecycle marketing campaigns across various channels (email, push notifications, in-app messages, etc.), which includes strategy formulation, A/B testing, campaign creation, reporting, and optimization.

• Assess and convey the performance and impact of marketing initiatives.

⛳️ Requirements

• A minimum of 4 years of professional marketing experience, particularly in customer lifecycle marketing.

• Experience in implementing and managing marketing automation tools throughout the customer journey.

• Demonstrated success in impactful projects that convert data into actionable insights and strategic recommendations.

• Proficient in conducting A/B and multivariate testing within lifecycle channels.

• Capacity to forge strong cross-functional collaborations and communicate effectively with diverse groups of partners and colleagues.

• A well-rounded strategic, analytical, and operational thinker, with a proven track record of extracting insights that shape marketing strategies; SQL knowledge is a plus.

• Familiarity with personal finance is highly advantageous, though not mandatory.

• Understanding of compliance and regulatory considerations in the financial services sector is a bonus, but not essential.

• Experience with marketing platforms, particularly Iterable, is a plus.

• Bachelor’s or Master’s degree, or equivalent professional experience.

🏝️ Benefits

• Medical

• Vision

• Dental

• 401K plan

• Generous time off

• Parental leave

• Wellness reimbursements

• Professional development

• Employee investing discount

• And more!