Financial Services jobs in United States

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.

With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.

Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.

We are looking for a hands-on and autonomous CRM Marketing Specialist who will play a key role in the design, execution and optimisation of our multi-channel customer communications and marketing automation strategy.

The ideal candidate is fully comfortable working across email, push notifications and in-app messages, owns end-to-end automations, and is able to lead CRM projects by coordinating multiple stakeholders across Product, Data and Marketing teams.

Reporting to the CRM Manager, this role is situated within the CRM function, which is part of the wider Marketing function. Although you will be a member of the central team, your daily activities and deliverables will be focused on one of our specific business verticals (Wealth, Pension or Trading).

You will work in highly data-driven environment, using Salesforce Marketing Cloud, SQL queries and advanced segmentation logic to drive conversion, retention and lifetime value.

• Design, execute and optimise multi-channel CRM campaigns across email, push notifications and in-app messages to drive customer acquisition, activation, retention, upsell and cross-sell.
• Own the full lifecycle of marketing automations, from ideation and data modelling to build, testing, go-live and performance monitoring.
• Drive advanced audience segmentation and personalisation strategies based on behavioural, transactional, financial and demographic data, ensuring the right message is delivered to the right customer at the right time with a clear single-action focus.
• Use data and analytics to measure campaign performance, prioritise optimisation efforts based on impact, and continuously improve results through A/B testing and performance analysis.
• Work autonomously on CRM initiatives while coordinating cross-functional stakeholders (Product, Data, Content, Investment Advisory) and effectively communicating campaign results and insights to ensure alignment and informed decision-making.
• Actively contribute to the CRM roadmap, proposing new use cases and automation opportunities aligned with business priorities.
• Translate business needs into technical CRM requirements, working closely with Data and Product teams.
• Ensure full GDPR compliance and best practice in customer data management and usage.
• Act as an internal CRM and marketing automation expert, keeping up to date with industry trends, new technologies and AI-driven solutions.

• 3+ years of experience in CRM, lifecycle marketing or marketing automation.
• Previous financial services or fintech industry experience.
• Proven ability to work autonomously on complex CRM and automation projects.
• Strong hands-on experience with Salesforce Marketing Cloud or with similar enterprise platforms.
• Good knowledge of SQL for data extraction, segmentation and campaign logic.
• Solid understanding of email marketing, push notifications and in-app messaging.
• Strong project management skills and ability to coordinate multiple stakeholders.
• Highly analytical and data-driven mindset with a strong focus on measurable business results.
• Excellent communication skills and ability to work in cross-functional environments.
• Fluent in English.

• Experience with AI tools applied to marketing automation, content generation or predictive modelling.
• Experience with predictive scoring models (churn, cross-sell, propensity, etc.).
• Basic knowledge of HTML.
• Ability to draft effective marketing copy.

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!