Marketing Manager, Lifecycle

🕒 May 1

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Wealthfront

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

💰 $69.7M Convertible Note on 2022-09

Finance • Fintech • SaaS

Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.

📋 Description

• Develop and manage personalized, multi-channel marketing programs designed to increase client’s financial knowledge, grow their savings, and help them find the next product that’s right for them. • Work closely with Data Science & Engineering, Product Marketing, Consumer Research and Creative to develop personalized programs developed with qualitative and quantitative insights that contribute to business goals. • Use Wealthfront’s customer segmentation, lifecycle stages, product usage and behaviors to develop automated and scalable marketing programs. • Oversee end-to-end development and management of lifecycle marketing campaigns across channels (email, push, in-app, etc), including strategy, A/B testing, campaign development, reporting, and optimization. • Measure and communicate performance and impact of marketing programs.

🎯 Requirements

• 4+ years of professional marketing experience, with a focus on customer lifecycle marketing. • Experience implementing and managing marketing automations for customers across the customer journey • Proven examples of impactful projects translating data into actionable insights and strategic recommendations. • Experience running A/B and multivariate experiments in lifecycle channels. • Ability to build strong cross-functional partnerships and communicate optimally with broad groups of partners and teammates • Balanced strategic, analytical and operational thinker, with proven ability to extract insights that inform marketing strategy; SQL knowledge a plus • Personal finance knowledge/experience is a big bonus, but not required. • Knowledge of compliance and regulatory considerations within the financial services industry is a plus, but not required. • Experience with marketing platforms, Iterable is a plus. • BS or MS, or equivalent professional experience

🏖️ Benefits

• medical • vision • dental • 401K plan • generous time off • parental leave • wellness reimbursements • professional development • employee investing discount • and more!

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