Lifecycle Marketing Manager- Financial Services
Core
Design, evolve, and manage participant-centric lifecycle marketing strategies for workplace benefits journeys to drive engagement and financial outcomes.
Role type
Senior individual contributor lifecycle marketing manager
Builds
Lifecycle frameworks, journey architectures, and engagement models for employer-sponsored benefit plans
Domain
Financial services / Workplace benefits
Deliverable
product features
Required skills
lifecycle marketing strategy, journey design, segmentation, personalization, multi-channel orchestration, marketing automation, CRM platforms, data analytics, stakeholder influence, regulatory compliance
Preferred skills
experience in employer-sponsored benefit plans (retirement, HSA, equity), test-and-learn strategy, product roadmap influence
Technologies
Salesforce Marketing Cloud
Responsibilities
Define end-to-end lifecycle marketing strategy and journey architecture; Establish segmentation and personalization strategies using behavioral and financial data; Partner with Product and Digital teams to embed journeys into platforms; Drive multi-channel orchestration across email, web, mobile, and advisor channels; Influence performance measurement frameworks and KPIs; Lead test-and-learn experimentation roadmaps; Ensure compliance with legal and regulatory requirements.
Seniority
Senior, hands-on IC