Director, Lifecycle Marketing

Purpose Financial; United States; Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) matching

Generous PTO

Performance incentives

Job summary

Purpose Financial is seeking a bold, data-driven Director of Lifecycle Marketing to own the full retention ecosystem. You will transform customer data into personalized journeys across digital and branch channels, reducing churn and maximizing lifetime value.

You will lead a two-person team, collaborate across product, analytics, and compliance, and build scalable, compliant programs across email, SMS, and more. Hybrid role with remote options for certain time zones.

Qualifications

• 8+ years of progressive marketing experience including 3+ years in high-growth performance marketing.
• Hands-on expertise with enterprise CRM systems, ESPs, and CDPs to segment and automate customer journeys.
• Proven track record of reducing churn and growing LTV through lifecycle and retention programs.
• Experience in financial services, fintech, or regulated industry (preferred).
• Strong people leadership skills — coach up, not just manage down.
• Bachelor's degree in Marketing, Statistics, Economics, or related field (Master's preferred).

Responsibilities

• Own the lifecycle framework across onboarding, active, at-risk, lapsed, and win-back segments.
• Build and execute omnichannel campaigns across email, SMS, push, direct mail, social, search, and DSPs.
• Lead with data: analytics, cohort tracking, and A/B testing to optimize messaging, timing, and spend.
• Collaborate with product, analytics, legal/compliance, and branch teams to align retention with business goals.
• Develop your team: coach, mentor, and upskill two direct reports with structured feedback.
• Stay compliant with TCPA, CAN-SPAM, and consumer finance regulations.

Skills

Lifecycle Marketing

Data-driven Marketing

CRM/ESP/CDP

Team Leadership

Omnichannel

AB Testing

Analytics

Cross-Functional

Fintech Familiarity

Education

Bachelor's in Marketing or related

Master's preferred

Tools

CRM systems

ESPs

CDPs

Job description

At Purpose Financial, we're on a mission — and it's a meaningful one. We help customers achieve their version of financial stability, and we do it with intention, thoughtfulness, and heart. Now, we're looking for a bold, data-driven marketing leader to help us deepen those relationships and keep our customers moving forward.

Director, Lifecycle Marketing | Hybrid Preferred - Remote considered for applicants in Eastern or Central Time Zones

Due to current regulations, Purpose Financial is not able to hire remote employees who reside in the following states: AK, AR, AZ, CT, HI, MA, ME, MD, MN, MT, ND, NH, NJ, NM, NY, OR, SD, VT, WA, and WV.

What's the opportunity?

As our Director of Lifecycle Marketing, you'll own the full retention ecosystem — transforming customer data into personalized, multi-channel journeys that reduce churn and maximize lifetime value. You'll operate at the intersection of marketing, product, data science, and analytics, driving growth across both our digital and physical branch channels.

This isn't just a strategy role. You'll be hands-on, building, testing, and optimizing — and you'll lead a team of two talented associates who are counting on your coaching and vision to grow.

What you'll do:

• Own the lifecycle. Define and manage the customer lifecycle framework across onboarding, active, at-risk, lapsed, and win-back segments
• Drive retention. Build and execute omnichannel campaigns across email, SMS, push, direct mail, social, search, and DSPs
• Lead with data. Leverage advanced analytics, cohort tracking, and A/B testing to continuously optimize messaging, timing, and spend
• Collaborate boldly. Partner with product, analytics, legal/compliance, and branch teams to align retention with broader business goals
• Develop your team. Coach, mentor, and upskill two direct reports with structured feedback and a growth mindset
• Stay compliant. Ensure all communications adhere to TCPA, CAN-SPAM, and consumer finance regulations

What you bring:

• 8+ years of progressive marketing experience, including 3+ years in high-growth performance marketing
• Hands-on expertise with enterprise CRM systems, ESPs, and CDPs to segment and automate customer journeys
• A proven track record of reducing churn and growing LTV through lifecycle and retention programs
• Experience in financial services, fintech, or a regulated industry (preferred)
• Strong people leadership skills — you coach up, not just manage down
• Bachelor's degree in Marketing, Statistics, Economics, or a related field (Master's preferred)

Why Purpose Financial?

We're proud to be a certified Great Place to Work — and our people will tell you why.

Here, you'll find:

• 401(k) with matching contributions
• Generous PTO + paid parental leave
• Performance incentives and employee recognition

Purpose Financial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

Purpose Financial will not provide sponsorship for employment-based visas or immigration benefits for this position. Applicants must be legally authorized to work in the United States without requiring immigration sponsorship now or in the future.

Current or future (next 10 years) immigration sponsorship includes, for example: H-1B, E-3, TN, O-1, CPT, STEM OPT, or any immigration work authorization requiring a written submission from the company to a government agency or otherwise requiring the entry of the company as your immigration employer of record in government records.

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