Responsibilities

• Lifecycle strategy and segmentation: defining the customer journey, the audience segments, and the triggers that move people through it
• Email, end to end: strategy, calendar, campaigns, automation, and performance. This is the role's core channel
• Push, in-app, SMS, and on-platform messaging: run alongside email as one journey
• Campaign launches: the marketing side of new offering launches and go-to-market moments
• Personalization: making sure messaging reflects each investor's lifecycle stage, product holdings, and on-platform behavior
• Conversion, retention, and reactivation: focused on conversion, win back journeys, lapse prevention, and re-engagement campaigns for dormant investors
• The send calendar: determining priority and cadence between product spotlights, campaign emails, and launch announcements
• Measurement: defining what success looks like, instrumenting it, and using the data to drive ongoing decisions
• This role is highly collaborative. You'll work closely with: - - CRM Ops on campaign execution and QA - Strategy on launches, product-driven campaigns, and go-to-market moments - Content & Design on messaging, voice, and creative - Product to keep lifecycle programs aligned with platform capabilities and new feature launches - Data on audience targeting and segmentation - Compliance on review and approval of investor-facing communications

Requirements

• A lifecycle specialist: deep, hands-on experience owning lifecycle or CRM marketing: journeys, segmentation, triggered and campaign email, and multi-channel orchestration
• A self-starter: you've been the sole owner of a function before, set your own agenda without a playbook, and are comfortable multitasking across projects without a large team behind you
• Direct-response instincts: conversion-focused, comfortable being measured on funnel metrics, and comfortable running tests to improve performance
• Systems fluency: comfortable leveraging the martech stack to support your work
• Data-driven judgment: cou can look at campaign and funnel data and know what to change next
• Comfort with complexity: you can take a fairly complicated financial product and explain it clearly to a customer
• Startup background: you've worked somewhere early-stage or fast-growing, where you had to build things rather than maintain them
• Direct-to-consumer experience: You've marketed financial or luxury products directly to individual consumers

Preferred

• Fintech or regulated-industry experience: familiarity with private markets or alternative investments
• Exposure to adjacent functions: some background in CRM operations, content, or paid media

Benefits

• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k match
• Commuter benefit
• Life insurance
• Wellness stipend