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Altruist · 3 days ago

Lifecycle Marketing Manager

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$96K/yr - $141K/yr

5+ years exp

Altruist is transforming the wealth management industry by building an AI platform for financial professionals. They are seeking a Lifecycle Marketing Manager to design and execute marketing programs that engage and nurture leads while collaborating with various teams to optimize customer experiences.

Asset ManagementFinancial ServicesFinTech

Comp. & Benefits

Responsibilities

Design and execute email and lifecycle marketing programs across the funnel, including nurture flows, onboarding sequences, re-engagement campaigns, and upsell/cross-sell opportunities

Develop segmentation strategies, personalization logic, and behavioral-triggered programs to increase engagement and conversion

Optimize email content, cadence, targeting, and channel mix through ongoing testing and iteration

Collaborate with Marketing Ops to implement workflows, automation, lead scoring, and reporting infrastructure

Partner closely with Demand Generation to ensure lifecycle programs complement inbound, paid, and ABM-led campaigns

Partner with Sales and SDR/BDR teams to support outbound prospecting efforts with targeted email sequences, messaging frameworks, and engagement insights

Support ABM by building segmented email nurtures, engagement tracks, and personalized messaging for priority target accounts

Work with Content, Product Marketing, and Sales Enablement to develop campaign messaging, email assets, and supporting materials tailored to upmarket audiences

Partner with larger Marketing/Sales/CS teams to share engagement insights, recommend follow-up strategies, and strengthen the marketing-to-sales handoff

Analyze lifecycle performance across key metrics: open/click rates, conversion, engagement, pipeline influenced, and customer activation

Run ongoing A/B and multivariate tests to optimize messaging, subject lines, CTAs, and segmentation strategies

Present insights to marketing and sales leadership, informing broader growth strategy and campaign development

Qualification

Lifecycle MarketingEmail MarketingB2B SaaS ExperienceHubSpotCRM WorkflowsData AnalysisCross-Functional CollaborationWriting SkillsCreative Mindset

Required

5+ years of lifecycle, email, or growth marketing experience in a B2B SaaS environment (FinTech a plus)

Proven experience building and scaling lifecycle/email programs using tools like HubSpot or similar platforms

Strong understanding of CRM workflows, segmentation, lead-to-account mapping, funnel dynamics, and marketing automation

Analytical and data-driven approach; comfortable interpreting performance metrics and iterating based on insights

Exceptional cross-functional collaborator across Marketing Ops, Demand Gen, Sales, RevOps, Product Marketing, and Content

Strong writing and messaging skills — able to develop compelling, targeted content for various personas and lifecycle stages

Creative, customer-centric mindset with the ability to balance strategic thinking and hands-on execution

Benefits

A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.

Competitive pay and equity for eligible positions.

Premium healthcare, dental, and vision insurance plans (HMO and PPO).

401k savings plan with a 4% match and immediate vesting.

16 week paid parental leave.

Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.

Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.).

Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).

One month work from anywhere policy (with the exception of a few countries).

Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.