Wealthfront

Marketing Manager, Lifecycle

Wealthfront$131K — $143K *
US-AnywhereRemote in Palo Alto, CA
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of professional marketing experience focused on customer lifecycle marketing.
  • Experience implementing and managing marketing automations throughout the customer journey.
  • Proven ability to translate data into strategic insights and recommendations.
  • Experience running A/B and multivariate experiments in lifecycle marketing channels.
  • Strong cross-functional communication skills with diverse teams.
  • Strategic, analytical, and operational thinking capabilities, SQL knowledge is a plus.
  • Personal finance knowledge is beneficial, but not mandatory.

Responsibilities

  • Develop and manage personalized, multi-channel marketing programs to enhance client financial knowledge and savings.
  • Collaborate closely with Data Science & Engineering, Product Marketing, Consumer Research, and Creative teams using qualitative and quantitative insights.
  • Utilize customer segmentation and lifecycle stages to create scalable and automated marketing programs.
  • Oversee the end-to-end lifecycle marketing campaigns including strategy, A/B testing, campaign development, and optimization.
  • Measure and communicate the performance and impact of marketing initiatives.

Benefits

  • Comprehensive medical, vision, and dental coverage.
  • 401K plan with company contribution.
  • Generous time off policy including parental leave.
  • Wellness reimbursement programs.
  • Support for professional development initiatives.
  • Employee investing discount.
Full Job Description
We are looking for a Marketing Manager for Lifecycle. You will be testing and creating marketing programs using lifecycle channels (email, in-app, push notifications) with the goal of helping clients through their customer journey with Wealthfront. The ideal candidate is curious about understanding the customer journey at each stage of the funnel, thinks both strategically and executes at an operational level with ease, well-versed in quantitative and qualitative marketing insights, and has worked with customer segmentation and personalization.

This role is highly cross functional, working closely with Product Marketing, Creative, Data Science & Engineering to deliver on our goals. The ideal candidate will have a consistent track record of leading multi-channel campaigns with success, being collaborative and finding opportunities to strategically uplevel new and ongoing marketing efforts.
This role sits on the marketing team and reports directly into the Director of Marketing, Lifecycle. We're a remote friendly team and open to candidates from both the US and Canada. Come help us achieve our vision to make investing delightfully easy and understandable for our clients and prospective clients!

Responsibilities:

  • 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.
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  • Use Wealthfront's customer segmentation, lifecycle stages, product usage and behaviors to develop automated and scalable marketing programs.
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  • 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.
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  • Measure and communicate performance and impact of marketing programs.
  • >


This role could be a fit if you have:

  • 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.
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  • Knowledge of compliance and regulatory considerations within the financial services industry is a plus, but not required.
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  • Experience with marketing platforms, Iterable is a plus.
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  • BS or MS, or equivalent professional experience
  • >


Estimated annual salary range: $131,000 - $143,100 USD plus Equity. Plus benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

About Wealthfront

Wealthfront is a robo-advisor that provides automated investment management services. The company was founded in 2008 by Andy Rachleff and Dan Carroll. Wealthfront's platform uses algorithms to create and manage investment portfolios for clients based on their risk tolerance and financial goals. The company is headquartered in Redwood City, California, and has over $20 billion in assets under management. Wealthfront has been recognized as one of the fastest-growing companies in North America by Deloitte's Technology Fast 500.
Learn more about Wealthfront
Size
500 employees
Industry
Founded
2008

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