Lifecycle Marketing Manager, Wealthfront
$131-143.1k
Plus Equity
Automated investment management
Open for applications
Automated investment management
201-500 employees
Open for applications
$131-143.1k
Plus Equity
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- 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
- 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
What the job involves
- 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
- This role is highly cross functional, working closely with Product Marketing, Creative, Data Science & Engineering to deliver on our goals
- 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!
- 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
Our take
Wealthfront's platform takes the hassle and stress out of investing, financial planning, borrowing, and saving with automated services and financial advice. Its robo-advisor allows customers to set a financial limit on their accounts, anything above the limit is moved into an investment account or another account chosen by the customer.
Indeed, it has some similarities to round-up apps like Acorn, which round up purchases and put the spare change into savings. There are other companies working on robo-advisors too, such as Morgan Stanley and Betterment.
Nonetheless, with an impressive and steadily increasing list of clients, and more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022. Now it is diversifying its offerings, branching into high-interest checking accounts and investment advice and reportedly seeking a valuation of up to $2.05B in its upcoming IPO, a move that puts the company in a strong position for even more growth.
Steph
Company Specialist at Welcome to the Jungle
Insights
-4% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jan 2018
$75m
SERIES E
Oct 2014
$64m
SERIES D
Total funding: $204.5m
Company benefits
- Lunch and snacks on the house: Enjoy lunches, snacks, coffee and stipends to go out to lunch with coworkers.
- More tools in your toolbox: Join one of our affinity groups, attend leadership trainings and receive 1:1 mentorship. We give team members a quarterly learning stipend so we can all continue to grow and improve.
- Commuting made easy: We’re a short walk from the Palo Alto Caltrain and all employees receive a Caltrain pass. Our co-working space in San Francisco is great for days when you need to work from the city. An additional transportation stipend and relocation bonuses make getting to the office a breeze.
- Prioritize Wellness: Stay happy and healthy however you choose with our monthly wellness reimbursement. You define what wellness means for you — a massage, running sneakers, or dance classes? It’s your call.
- Work/life balance (no, really): We have flexible working hours, a discretionary time off policy and offer 16 weeks of paid parental leave (both parents). We work hard, but we rejuvenate too.
- Your health matters: We provide comprehensive medical, dental and vision coverage for you and your family, including HSA contributions for high deductible plans.
Company HQ
University South, Palo Alto, CA
Leadership
Dan Carroll
(Founder & CSO)They studied Finance and Entrepreneurship at the University of Arizona before using this expertise to co-found Wealthfront in December 2008.
David Fortunato
(CEO)David has been at Wealthfront since 2009, joining the company as CTO. He then became the President in 2019 and CEO in 2021.
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