Sr. Manager, Lifecycle Marketing - Client Engagement
Wealthfront
Marketing & Communications
Palo Alto, CA, USA
Posted on Dec 24, 2024
As a leader in the financial technology industry, Wealthfront empowers individuals to take control of their financial futures through high interest saving, automated investing and financial planning. We are looking for a Sr. Manager of Lifecycle Marketing. You will be testing and creating marketing programs using lifecycle channels (email, in-app, push notifications) with the goal of helping clients through their customer journey with Wealthfront. The ideal candidate is curious about understanding the customer journey at each stage of the funnel, thinks both strategically and executes at an operational level with ease, well-versed in quantitative and qualitative marketing insights, and has worked with customer segmentation and personalization.
This role is highly cross functional, working closely with Data Science & Engineering, Product Marketing, Consumer Research and Creative to deliver on our goals. The ideal candidate will have a consistent track record of leading multi-channel campaigns with success, being collaborative and finding opportunities to strategically uplevel new and ongoing marketing efforts.
This role sits on the marketing team and reports directly into the Director of Marketing, Lifecycle. We’re a remote friendly team and open to candidates from both the US and Canada. Come help us achieve our vision to make investing delightfully easy and understandable for our clients and prospective clients!
Responsibilities
- Develop and manage personalized, multi-channel marketing programs designed to increase client’s financial knowledge, grow their savings, and help them find the next product that’s right for them.
- Work closely with Data Science & Engineering, Product Marketing, Consumer Research and Creative to develop personalized programs developed with qualitative and quantitative insights that contribute to business goals.
- Use Wealthfront’s customer segmentation, lifecycle stages, product usage and behaviors to develop automated and scalable marketing programs.
- Oversee end-to-end development and management of lifecycle marketing campaigns across channels (email, push, in-app, etc), including strategy, A/B testing, campaign development, reporting, and optimization.
- Measure and communicate performance and impact of marketing programs.
This role could be a fit if you have:
- 6+ years of professional marketing experience, with a focus on customer lifecycle marketing.
- Experience implementing and managing marketing automations for customers across the customer journey.
- Proven examples of impactful projects translating data into actionable insights and strategic recommendations.
- Experience running A/B and multivariate experiments in lifecycle channels.
- Ability to build strong cross-functional partnerships and communicate optimally with broad groups of partners and teammates.
- Balanced strategic, analytical and operational thinker, with proven ability to extract insights that inform marketing strategy; SQL knowledge a plus.
- Personal finance knowledge/experience is a big bonus, but not required.
- Knowledge of compliance and regulatory considerations within the financial services industry is a plus, but not required.
- Experience with marketing platforms, Iterable is a plus.
- BS or MS, or equivalent professional experience.
Once at Wealthfront, you will be:
- Encouraged to work on projects that match your professional goals.
- Supported in your professional development through feedback in weekly 1:1s and semi-annual reviews.
- Provided autonomy so you can be a happy and successful member of our team.
Estimated annual salary range: $150,000 - $175,000 USD plus Equity.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee. We then expanded. We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account, which makes it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $70 billion of our client’s hard earned money, pioneering the robo-advisor category and transforming the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions.
Wealthfront’s vision is to make it delightfully easy to build long-term wealth on your own terms. This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way that’s transformational to their lives and their long-term future.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.