Responsibilities

• Own the customer journey and segmentation strategy
• Define and evolve the end-to-end customer lifecycle, from awareness and onboarding through conversion, engagement, and retention
• Develop audience segmentation strategies based on behavioral, transactional, and predictive data to deliver relevant, personalized communications at scale
• Align lifecycle initiatives to business goals and continuously prioritize based on data and customer behavior
• Own personalization strategy ensuring messaging reflects each investor's lifecycle stage, product holdings, and on-platform behavior
• Own retention and reactivation programs including win back journeys, lapse prevention, and re-engagement campaigns for dormant investors
• Execute compelling direct marketing campaigns across channels
• Build and manage multi-channel campaigns - email, SMS, and on-platform messaging - with a strong emphasis on the digital journey
• Write and produce high-quality direct marketing copy for email sequences, one-pagers, social content, launch announcements, and investor-facing materials
• Drive conversion, cross-sell, and relationship deepening through well-timed, well-targeted communications that move investors to action

Requirements

• Bachelor's degree in Marketing, Communications, Business, Finance, or a related field
• 6–8 years of progressive marketing experience in wealth management, asset management, fintech, private markets, or financial services
• Proven track record of owning and executing direct marketing programs that drive measurable revenue growth in a regulated environment
• Demonstrated ability to operate end-to-end - from strategy through execution - independently and without heavy resourcing
• Experience creating materials for complex financial products or highly regulated industries
• Deep expertise in B2C direct marketing - lifecycle strategy, campaign execution, segmentation, and demand generation
• Strong direct response writing skills; you craft copy that drives action, not just awareness
• Results-oriented and metrics-driven; you measure everything and optimize relentlessly against conversion, retention, and lifetime value
• Hands-on experience applying agentic AI tools and large language models in a marketing context - including using AI to accelerate campaign production, personalization at scale, and marketing automation
• Able to bring this expertise to the broader marketing team and help build organizational capability in this area

Preferred

• Familiarity with private markets or alternative investments strongly preferred
• Experience at a mid-stage startup is a plus
• Hands-on experience applying agentic AI tools and large language models in a marketing context - including using AI to accelerate campaign production, personalization at scale, and marketing automation

Benefits

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