Responsibilities

• Own lifecycle strategy end-to-end
• Build personalized multi-channel journeys
• Drive education + confidence-building content
• Run a rigorous experimentation + optimization roadmap
• Scale automation, personalization, and AI-assisted targeting
• Create measurement frameworks and executive visibility
• Partner cross-functionally in a regulated environment
• Lead operating cadence + execution quality

Requirements

• Bachelor’s degree in Business, Marketing, Finance, or a related field (or equivalent experience). 6–10+ years of DTC lifecycle/CRM experience across email, push, in-app, and SMS (as applicable).
• Strong track record driving measurable growth outcomes through onboarding, engagement, retention, and lifecycle optimization at scale.
• Experience with experimentation methodologies and performance measurement (A/B testing, holdouts, cohort analysis).
• Excellent creative judgment: ability to direct lifecycle creative, test value propositions, and iterate quickly.
• Strong analytical and storytelling skills—you can interpret data and communicate clearly to stakeholders.
• Comfort operating in a fast-paced environment with high ownership and ambiguity.
• Experience working in regulated industries (fintech, investing, banking) and collaborating closely with Legal/Compliance is strongly preferred.

Preferred

• Experience marketing investing/brokerage products or financial education products.
• Familiarity with lifecycle tools (e.g., Braze, Iterable, Customer.io) and analytics tools (Amplitude, Mixpanel, Looker, etc.).
• Experience using AI/ML-driven segmentation and personalization (propensity models, churn prediction, next-best-action).
• People management experience or experience mentoring a small team.