Head of Lifecycle Marketing

Octopus Money; City Of London; On-site; GBP 85,000 - 95,000; Full time

Job summary

A financial services firm in London seeks a Head of Lifecycle Marketing to lead strategies aimed at activating and retaining customers. This role requires over 10 years of experience in CRM and customer growth, along with a creativity-focused approach to lifecycle marketing. The salary ranges from £85,000 to £95,000 with additional benefits.

Qualifications

• 10+ years in CRM, lifecycle marketing, or customer growth.
• Experience with CRM migrations and tool implementations.
• Ability to balance data with creativity in campaign planning.

Responsibilities

• Build lifecycle programmes from the ground up.
• Unlock opportunities with existing clients.
• Identify and track customer base health metrics.

Skills

CRM management

Lifecycle marketing

Data analysis

Team leadership

Creative problem-solving

Job description

We’re looking for a Head of Lifecycle Marketing to define, lead and deliver the strategies that activate and retain our fast-growing customer base.

You’ll report to the Head of Marketing and own the vision for how we use lifecycle marketing to drive growth and revenue. That means setting the strategy, inspiring the team and applying data in creative ways to bring customer journeys to life.
This is a role for someone who understands the art and science of lifecycle marketing, and can move fast to turn ideas into results.

You’ll likely come from a background in investment platforms, gaming or financial services - industries where using detailed data to engage, retain and monetise customers is second nature

About Octopus Money

At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.

The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.

There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!

With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.

We believe everyone deserves personal, 1-to-1 advice with their money.

In this role, you’ll be responsible for

• Building lifecycle programmes from the ground up: Establishing the tools, frameworks and journeys needed to activate new customer segments, starting with the integration of Virgin Money Investments customers in 2026.
• Unlocking opportunities with existing clients: Identify and act on untapped segments across customer and product
• Reporting and innovation: Regularly track and share the health of our customer base with the leadership team.
• Leading the team: Establish a culture of pace, attention to detail and accountability for the numbers

Success in this role is grounded in:

• The commercial uplift you deliver Owning revenue impact from lifecycle marketing measured by improvements in retention, cross-sell and customer lifetime value.
• The creativity you apply to data Uncovering real customer insight — then using your ingenuity to turn those insights into journeys and campaigns that feel distinctively Octopus.
• The speed and agility of your campaigns Delivering initiatives in days, not months. You’ll create a culture of pace, experimentation and attention to detail.
• The leadership impact you make Your ability to set vision, create clarity and enable your team to execute with confidence, attention to detail and creativity.

What you’ll bring

• 10+ years in CRM, lifecycle marketing or customer growth, with a track record of leading teams and delivering measurable commercial impact.
• Experience managing CRM migrations and tool implementations, ensuring smooth transitions while setting the business up for scale.
• Strong creative instincts from subject lines and copy to end-to-end customer journeys that feel distinctively Octopus.
• An eye for detail combined with the ability to move at pace: creating a centre of excellence in lifecycle marketing while delivering campaigns in days, not months.
• A proven ability to balance data and insight with creativity, turning numbers into ideas that engage customers and drive results.

In return for your contribution, we offer a base salary of £85,000 - £95,000 DOE + benefits.

Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.

We believe in equal financial education for everybody, no matter their background. We pride ourselves on building an inclusive working environment where diversity is celebrated.

We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
If you require support completing your application please contact Luke Stepney, Head of Talent at [e-mail]