Morgan Stanley

Lifecycle and Performance Marketing, EquityZen - Vice President

Morgan Stanley • $110K — $190K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • 7+ years in performance, growth, or lifecycle marketing, preferably in financial services or FinTech.
  • Advanced expertise in Google Ads, Google Analytics, and marketing automation (HubSpot preferred).
  • Experience building performance reports using Mixpanel, Tableau, or Excel/Google Sheets.
  • Strong understanding of marketing to wealthy consumers and knowledge of private markets.
  • Proven ability to manage large paid media budgets and customer acquisition strategies.
  • Analytical mindset with capability to translate data into strategic decisions.
  • Excellent collaboration skills across various teams and external partners.

Responsibilities

  • Design and optimize lifecycle marketing journeys through HubSpot for engaging users.
  • Execute and manage performance marketing strategies across search and social media.
  • Oversee martech integration between EquityZen and Morgan Stanley systems.
  • Manage paid media budgets, optimizing strategies for lower Customer Acquisition Cost.
  • Conduct A/B testing on campaigns to enhance conversion rates.
  • Develop performance tracking dashboards for leadership insights.
  • Collaborate with marketing and UX teams to ensure a seamless customer experience.
  • Scale affiliate marketing programs and track partner performance efficiently.
  • Ensure compliance with financial regulations in all marketing activities.

Benefits

  • Opportunity to work at a leading marketplace within a prestigious financial institution.
  • Access to advanced marketing technology and tools.
  • Collaborative work environment with cross-functional teams.
  • Focus on innovative marketing strategies in a fast-paced industry.
  • Potential for professional growth within a rapidly expanding organization.
Full Job Description
EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver "Private Markets for the Public." EquityZen is looking for a Lifecycle and Performance Marketing Lead to drive user acquisition, activation, and long-term retention across our growing platform.

Responsibilities

  • Design, build, and optimize automated lifecycle marketing journeys via HubSpot to engage investors and shareholders throughout their entire lifecycle (activation, retention, monetization, and deepening).


  • Lead the end-to-end execution of EquityZen's performance marketing strategy, managing paid user acquisition campaigns across search (Google Ads, Bing) and paid social channels (LinkedIn, Facebook, Instagram) in partnership with the WM Media team.


  • Support martech integration from EquityZen systems into Morgan Stanley systems.


  • Manage paid media budgets and continually optimize bidding strategies, audience targeting, and channel mix to lower Customer Acquisition Cost (CAC) and maximize Lifetime Value (LTV).


  • Conduct rigorous A/B and multivariate testing on email campaigns, paid media creatives, ad copy, and landing pages to improve conversion rates and unit economics.


  • Build and maintain robust performance tracking and reporting dashboards using tools like Google Analytics, Tableau, and Mixpanel to generate actionable insights for leadership.


  • Partner with the broader Marketing, Content, and UX teams to ensure a cohesive and high-quality customer experience from the first ad click through to post-investment communications.


  • Manage and scale affiliate marketing programs using platforms like Impact, tracking partner performance and payout efficiency.


  • Collaborate closely with the internal Compliance team to ensure all paid media and lifecycle marketing campaigns adhere strictly to financial services regulations.


Qualifications

  • 7+ years of progressive, hands-on experience in performance, growth, or lifecycle marketing, ideally within financial services, FinTech, or a regulated B2C industry.


  • Required Technical Skills: Advanced, hands-on proficiency with Google Ads, Google Analytics, and comprehensive lifecycle marketing automation platforms (HubSpot strongly preferred, Salesforce).


  • Required Tracking & Analytics: Deep experience building performance reports and utilizing product analytics or data visualization tools (e.g., Mixpanel, Tableau, Excel/Google Sheets).


  • Required Industry Knowledge: Strong understanding of marketing to affluent consumers or high-net-worth individuals, with a foundational grasp of private markets or B2B marketing dynamics.


  • Proven track record of managing significant paid media budgets and successfully scaling customer acquisition programs across multiple digital channels.


  • Highly analytical and data-driven mentality, possessing the ability to distill complex campaign data into actionable strategic shifts.


  • Exceptional cross-functional collaboration skills, with the ability to partner effectively with Product, Revenue, and external agencies or paid media partners.


  • Demonstrated ability to independently manage multiple high-impact campaigns simultaneously in a fast-paced environment.


  • Proven track record with martech integration and transitions.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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