Sr. Manager, Lifecycle Marketing - Client Engagement @ Wealthfront | Jobright.ai
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Sr. Manager, Lifecycle Marketing - Client Engagement jobs in Palo Alto, CA
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Wealthfront · 14 hours ago

Sr. Manager, Lifecycle Marketing - Client Engagement

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FinanceFinancial Services
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Comp. & Benefits
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H1B Sponsor Likelynote

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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.
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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Lifecycle MarketingCustomer SegmentationA/B TestingMarketing AutomationData AnalysisSQLPersonal Finance KnowledgeCross-functional CollaborationStrategic Thinking

Required

6+ 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.
BS or MS, or equivalent professional experience.

Preferred

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.

Benefits

Medical
Vision
Dental
401K plan
Generous time off
Parental leave
Wellness reimbursements
Professional development
Employee investing discount
And more!

Company

Wealthfront

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Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.

H1B Sponsorship

Wealthfront has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (7)
2022 (6)
2021 (19)
2020 (23)

Funding

Current Stage
Late Stage
Total Funding
$274.2M
Key Investors
UBSTiger Global ManagementSpark Capital
2022-09-02Convertible Note· $69.7M
2018-01-04Series E· $75M
2014-10-27Series D· $64M

Leadership Team

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David Fortunato
CEO
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Amy Fox
Vice President, Strategic Partnerships
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Company data provided by crunchbase
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