The Marketing Manager for Lifecycle will develop and manage personalized, multi-channel campaigns to enhance customer experience and financial knowledge using quantitative and qualitative insights, collaborating closely with cross-functional teams.
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 Marketing Manager for Lifecycle. 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 Product Marketing, Creative, Data Science & Engineering 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:
- 4+ 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
Estimated annual salary range: $131,000 - $143,100 USD plus Equity. Plus benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!
For more information please visit www.wealthfront.com.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.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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