Responsibilities

• Develop and execute customer acquisition strategies and campaigns for our digital investing/advice offerings, aligned to business goals and customer needs
• Partner with Product, Product Marketing, Analytics, Finance, and Creative teams to shape and deliver cross-functional growth initiatives
• Structure ambiguous business problems into hypotheses and design test-and-learn roadmaps (e.g., A/B testing, channel experimentation, funnel optimization)
• Manage performance measurement and reporting, including budget stewardship, KPI tracking, and post-campaign readouts
• Analyze customer behavior, acquisition funnels, market dynamics, and program results to identify opportunities and recommend optimizations
• Support seamless and consistent customer experiences across digital and in-branch touchpoints, in partnership with channel and experience owners
• Build business cases for new growth programs, including sizing, ROI expectations, and investment rationale
• Prepare and deliver clear, concise updates and recommendations to senior stakeholders, translating complex analysis into actionable narratives

Requirements

• 3+ years of experience in strategy, management consulting, growth/digital marketing, product strategy, or a related role
• Bachelor’s degree required
• Strong analytical and problem-solving skills, with the ability to define success metrics and evaluate performance rigorously
• Strong project management skills and comfort managing multiple priorities across cross-functional stakeholders in a matrixed environment
• Advanced proficiency in Microsoft Excel and PowerPoint, including executive-ready storytelling and visualization
• Excellent written and verbal communication skills, including presenting insights and recommendations to senior audiences

Preferred

• MBA or other advanced degree
• Experience in financial services, consumer banking, investing, or fintech
• Experience with digital acquisition channels (e.g., paid media, SEO/SEM, email, in-app, partnerships) and experimentation frameworks
• Familiarity with customer analytics, attribution concepts, and funnel optimization approaches

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.