
Finance ⢠Fintech ⢠B2C
Lifecheq is a financial services provider that offers personalized financial advice to individuals. The company focuses on helping clients take control of their finances by creating a customized financial plan that aligns with their goals and lifestyle. Through a holistic approach, Lifecheq guides clients in making informed decisions about their money management, prioritizing their goals, and ensuring they maintain a balance between various financial obligations. Their process includes matching clients with expert advisers, developing a comprehensive financial plan, and providing ongoing support to help clients stay on track with their financial journey.
11 - 50 employees
Founded 2015
đ¸ Finance
đł Fintech
đĽ B2C
đ° Series A on 2022-05
August 4

Finance ⢠Fintech ⢠B2C
Lifecheq is a financial services provider that offers personalized financial advice to individuals. The company focuses on helping clients take control of their finances by creating a customized financial plan that aligns with their goals and lifestyle. Through a holistic approach, Lifecheq guides clients in making informed decisions about their money management, prioritizing their goals, and ensuring they maintain a balance between various financial obligations. Their process includes matching clients with expert advisers, developing a comprehensive financial plan, and providing ongoing support to help clients stay on track with their financial journey.
11 - 50 employees
Founded 2015
đ¸ Finance
đł Fintech
đĽ B2C
đ° Series A on 2022-05
⢠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
Apply NowJanuary 20
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