
11 - 50 funcionários
Fundada em 2015
💸 Finanças
💳 Fintech
👥 B2C
💰 Series A em 2022-05
Finance • Fintech • B2C
Lifecheq é um provedor de serviços financeiros que oferece consultoria financeira personalizada para indivíduos. A empresa foca em ajudar os clientes a assumirem o controle de suas finanças criando um plano financeiro personalizado que se alinhe com seus objetivos e estilo de vida. Através de uma abordagem holística, a Lifecheq orienta os clientes na tomada de decisões informadas sobre a gestão de seu dinheiro, priorizando seus objetivos e garantindo que mantenham um equilíbrio entre várias obrigações financeiras. O processo deles inclui conectar os clientes a consultores especializados, desenvolver um plano financeiro abrangente e fornecer apoio contínuo para ajudar os clientes a manterem-se no caminho certo em sua jornada financeira.
🕒 Agosto 4, 2025
🗣️🇺🇸🇬🇧 Inglês obrigatório
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11 - 50 funcionários
Fundada em 2015
💸 Finanças
💳 Fintech
👥 B2C
💰 Series A em 2022-05
Finance • Fintech • B2C
Lifecheq é um provedor de serviços financeiros que oferece consultoria financeira personalizada para indivíduos. A empresa foca em ajudar os clientes a assumirem o controle de suas finanças criando um plano financeiro personalizado que se alinhe com seus objetivos e estilo de vida. Através de uma abordagem holística, a Lifecheq orienta os clientes na tomada de decisões informadas sobre a gestão de seu dinheiro, priorizando seus objetivos e garantindo que mantenham um equilíbrio entre várias obrigações financeiras. O processo deles inclui conectar os clientes a consultores especializados, desenvolver um plano financeiro abrangente e fornecer apoio contínuo para ajudar os clientes a manterem-se no caminho certo em sua jornada financeira.
• Own the Adviser Acquisition Funnel • Design and execute multi-channel growth strategies to massively scale LifeCheq's adviser program • Build and optimize the complete funnel from lead generation through training and placement with franchise partners • Run data-driven experiments across digital campaigns, referral programs, and real-world events • Drive Multi-Channel Campaigns • Execute innovative online/offline campaigns targeting career-changers with the right core skills • Leverage social media, partner networks, community events, and search to generate robust pipelines • Continuously test and optimize channels for maximum conversion and ROI • Build Thriving Adviser Communities • Create engaging forums, mentorship programs, and recognition events that drive retention and referrals • Foster a sense of mission and belonging that makes our program aspirational • Travel regularly to major metros for career fairs, info sessions, and recruitment events • Optimize Through Data • Apply hypothesis-driven approaches to identify funnel drop-off points and opportunities • Build predictive models and run A/B tests on campaigns, landing pages, and email sequences • Report on key metrics and ROI to senior leadership • Cultivate Strategic Partnerships • Collaborate with industry associations, career transition programs, and educational institutions • Work closely with internal teams (Product, Training, Key Account Managers) and franchise partners • Negotiate partnerships that unlock high-quality adviser talent pools
• 5-10 years in growth, marketing, or business development, preferably in startups or fast-growth environments • Proven track record of building something new from scratch and driving user/revenue growth • Hands-on experience with digital marketing campaigns (Facebook/Instagram Ads, Google Ads, email marketing, CRM) • Analytical & Creative: Equal parts data scientist and creative marketer - comfortable with Excel modelling and campaign design • High-Energy Builder: Entrepreneurial spirit with relentless drive to achieve ambitious goals • Campaign Expertise: End-to-end campaign management across multiple channels, including community-based growth strategies • Collaboration: Excellent interpersonal skills with experience working cross-functionally and managing external partnerships
• High-ownership role with visible platform to drive transformative change • Equity participation to share in the upside you create • Direct involvement in strategic decision-making processes • Remote-first culture with async-optimized work • Competitive salary with medical and insurance benefits • Parental leave and flexible time-off policies • Collaborative, mission-driven team passionate about financial inclusion • Regular team off-sites and potential international travel opportunities • Culture of excellence, integrity, and continuous improvement
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