Lifecycle Marketing Specialist

🕒 September 2

🇺🇸 United States – Remote

💵 $64.8k - $86.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎡 Marketing

👻 Ghost score 6%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Develop responsive, ADA-compliant emails using HTML and CSS, with a focus on modular and scalable design • Build personalization and dynamic content using basic AMPscript • Test emails across devices and clients using tools such as Litmus or Email on Acid • Configure and execute multi-touch lifecycle journeys across email, SMS, and push channels based on documented strategy • Conduct internal and external quality assurance, including stakeholder review and approval workflows • Identify testing opportunities and collaborate with partners to support A/B and optimization testing • Participate in peer code reviews to ensure quality and consistency • Support documentation, versioning, and governance of templates, modules, and logic blocks • Identify opportunities to improve efficiency, quality, and performance across lifecycle programs • Support the growth of Edelman Financial Engines’ Wealth Planning business by helping prospects and clients access comprehensive financial advice through lifecycle marketing programs • Partner with cross-functional teams to build, execute, and optimize email and multi-channel marketing experiences

🎯 Requirements

• Hands-on experience with Salesforce Marketing Cloud or a comparable enterprise-level marketing automation platform • Strong proficiency in HTML and CSS, with a solid understanding of email best practices • Knowledge of responsive and mobile-first design for email • Experience with Adobe CDP or similar data and segmentation platforms, such as Salesforce Data Cloud, Segment, or Tealium • Ability to work effectively in fast-paced environments while maintaining high standards for quality and accuracy • Self-directed and comfortable working independently with minimal supervision • Passion for email development, lifecycle marketing, and continuous improvement • 3+ years of experience in customer marketing, lifecycle marketing, or marketing technology roles • Knowledge of SQL preferred • Experience working with a Customer Data Platform (CDP) • Experience working with CloudPages • Proficiency with AMPscript • Understanding of marketing performance metrics and how campaigns support broader business goals • HTML & CSS • Salesforce Marketing Cloud • Marketing automation and lifecycle journey execution • Attention to detail and quality assurance • Collaboration and problem-solving

🏖️ Benefits

• Discretionary bonus eligibility • Health plans • Dental plans • Wellness plans • 401(k) contributions

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