Lifecycle Marketing Manager – Financial Services

Das ist der Job

Maintain and evolve lifecycle documentation, including journey maps, segmentation frameworks, and strategic playbooks.

Darum lohnt es sich

Partner with Product and Digital teams to embed lifecycle journeys into participant-facing platforms, influencing feature prioritization and experience design. Act as a subject matter expert on lifecycle marketing within the organization, guiding best practices and elevating team capabilities.

Ensure all lifecycle programs meet legal, regulatory, and client compliance requirements in partnership with Legal, Compliance, and Risk teams.

Requirements Bachelor’s degree in Marketing, Business, Communications, or related field, or equivalent experience. 8–12+ years of experience in lifecycle, CRM, or engagement marketing, preferably within financial services or workplace benefits.

Familiarity with participant engagement in employer-sponsored benefit plans (e.g., retirement, HSA, equity plans). Responsibilities Define and own the end-to-end lifecycle marketing strategy for workplace participants in their segment, including lifecycle frameworks, journey architecture, and engagement models.

Lead the design of state-based lifecycle journeys across key milestones (e.g., onboarding, enrollment, contribution optimization, job changes, retirement readiness), ensuring alignment to participant needs and business objectives.

Establish and evolve segmentation and personalization strategies, leveraging behavioral, demographic, and financial data to drive relevance at scale. Drive multi-channel orchestration strategy across email, web, mobile, and advisor‑supported channels to deliver cohesive participant experiences.

Influence lifecycle performance measurement frameworks, including KPIs tied to plan engagement, engagement with Empower tools/content/advice, and ultimately better financial outcomes. Lead test‑and‑learn strategy, defining experimentation roadmaps and scaling successful approaches across the participant lifecycle.

Translate data insights into strategic recommendations and influence senior stakeholders on lifecycle optimization opportunities. Drive cross‑functional alignment across Marketing, Product, Analytics, and Relationship Management to ensure consistent and effective execution of lifecycle initiatives.

Demonstrated experience owning lifecycle marketing strategy and driving measurable business outcomes (e.g., engagement, retention, contribution rates). Deep expertise in lifecycle marketing disciplines, including journey design, segmentation, personalization, and multi‑channel orchestration.

Strong analytical capability, with experience defining measurement frameworks and translating data into strategic action. Experience influencing product roadmaps and embedding marketing strategies into digital experiences. Advanced experience with marketing automation and CRM platforms (e.g., Salesforce Marketing Cloud or similar).

Proven ability to operate in a highly matrixed environment and influence without direct authority. Strong executive communication skills, with the ability to present strategies and insights to senior stakeholders. Experience working in regulated environments and navigating Legal, Compliance, and Risk considerations. #J-18808-Ljbffr