Lifecycle Marketing Manager

Responsibilities

• Own lifecycle strategy for assigned programs, determining program structure, audience definitions, cadence, and success criteria, including prospecting, nurture, pre-consultation, and client engagement journeys.
• Partner with the broader Marketing Cloud team to shape the firm's overall lifecycle roadmap, journey design, and prioritization.
• Translate strategy into Journey Builder automations, decision logic, and re-entry rules that reflect audience behavior and business goals.
• Own A/B and multivariate testing roadmaps across subject lines, content, send time, and journey paths, and translate results into iterative improvements.
• Build and deploy email campaigns in Salesforce Marketing Cloud using Email Studio, Content Builder, Journey Builder, and Automation Studio.
• Configure and QA landing pages, forms, and CloudPages that support prospecting, event, and client engagement programs.
• Own end-to-end campaign setup, including audience segmentation, data extensions, SQL queries, dynamic content, and send configuration.
• Apply AI tools to accelerate copy iteration, subject line optimization, personalization, and QA.
• Execute recurring and one-off client, prospect, and advisor-facing communications, including newsletters, event invitations, and lifecycle touchpoints.
• Build and deploy sends on behalf of Focus Partners and affiliated firms, ensuring consistent quality, branding, and compliance across audiences.

Requirements

• Bachelor's degree required; Marketing, Communications, Business, or related field preferred.
• 5+ years in email marketing, marketing automation, lifecycle marketing, or digital campaign execution.
• Hands-on experience with Salesforce Marketing Cloud Engagement (formerly ExactTarget) is required, including Email Studio, Journey Builder, Automation Studio, and Content Builder. Experience withHubSpot is a plus.
• Demonstrated experience contributing to lifecycle strategy and translating it into deployed campaigns and journeys.
• Experience building and deploying campaigns in a shared platform environment with multiple contributors.
• Experience supporting client-facing or regulated communications; financial services or wealth management experience preferred.
• Familiarity with email deliverability principles, sender authentication (SPF/DKIM/DMARC), subscription management, and CAN-SPAM/GDPR compliance.
• Track record of using AI tools (e.g., Copilot, Writer AI, Einstein) to accelerate campaign work.

Benefits

• comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).