Lifecycle Marketing Manager

Edelman Financial Engines, LLC; Boston (MA); On-site; USD 84,000 - 112,000; Full time

Job summary

Edelman Financial Engines is seeking a Manager of Lifecycle Marketing to design and optimize multi-channel journeys that engage prospects and clients across the full lifecycle, from consideration to long-term relationships.

As an individual contributor on the Growth Marketing team, you will blend strategy, analytics and execution, lead email development with ADA-compliant HTML/CSS, and partner with insights, product, and brand teams to drive growth KPIs.

Qualifications

• 5-7+ years in lifecycle marketing or growth marketing.
• Proven track record of driving measurable LCM outcomes.
• Experience in data-driven, performance marketing.
• Hands-on with SFMC and Adobe CDP, including journey orchestration.
• SQL-based data management and complex segmentation.
• Experience integrating data sources to enable personalized marketing.
• Analytical mindset with ability to translate data into insights.
• Cross-functional leadership across Product, Analytics, Sales, and Digital teams.

Responsibilities

• Design and optimize end-to-end, multi-channel journeys across the full funnel.
• Develop responsive, ADA-compliant emails using HTML and CSS, with modular design.
• Lead testing across messaging, cadence, targeting, and channels.
• Report on performance and testing outcomes; translate data into actionable insight.
• Drive continuous improvement of lifecycle marketing and email best practices with cross-functional partners.

Skills

SFMC

Adobe CDP

SQL

Data integration

Analytics

Audience segmentation

Lifecycle marketing

Tools

Salesforce Marketing Cloud

AMPscript

CloudPages

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Manager of Lifecycle Marketing, you will be responsible for developing and optimizing engagement strategies that drive meaningful interactions across both prospects and clients. As an individual contributor within the Growth Marketing team, this role blends strategy, analytics, and execution to improve engagement across the full lifecycle—from initial consideration through long-term relationship building.

You will lead the development and delivery of Lifecycle Marketing (LCM) programs that are directly tied to growth KPIs, driving measurable impact across conversion, engagement, retention, and referrals. This role is responsible for designing and optimizing data-driven, multi-channel journeys and leveraging insights to continuously enhance performance and business outcomes.

Responsibilities:

• Design and optimize end-to-end, multi-channel journeys (email, push, web, in-app) across the full funnel
• Develop responsive, ADA-compliant emails using HTML and CSS, with a focus on modular and scalable design
• Lead testing across messaging, cadence, targeting, and channels ensuring audience, email and experience align against expectations
• Report on performance and testing outcomes; translating data into actionable insight
• Drive continuous improvement of lifecycle marketing and email best practices through close partnership with Customer Insights, Product Marketing, Product & Technology, Brand, and Creative, advancing innovation, design excellence, and performance optimization.

Requirements:

• 5-7+ years of experience in lifecycle marketing, CRM, client marketing, or growth marketing
• Proven track record of driving measurable LCM outcomes
• Experience operating in a data-driven, performance marketing environment
• Hands-on experience with Salesforce Marketing Cloud (SFMC) and Adobe CDP, including journey orchestration, segmentation, and audience automation
• Practical knowledge of SQL-based data management and query development (e.g., data extensions, complex segmentation logic, and automation workflows)
• Experience integrating data sources (CRM, web, product data) to enable personalized marketing
• Analytical mindset with the ability to translate data into actionable insights
• Cross-functional leadership experience across Product, Analytics, Sales, and Digital teams

Additional Qualifications (if necessary)

• Functional knowledge of SQL
• Experience working with a Customer Data Platform (CDP)
• Experience working with CloudPages
• Proficiency with AMPscript
• Strong understanding of marketing performance metrics and how campaigns support broader business goals
• HTML & CSS
• Salesforce Marketing Cloud
• Marketing automation and lifecycle journey execution
• Attention to detail and quality assurance
• Collaboration and problem-solving

Pay Range

$84,200 - $112,300 USD

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than1.27 million clients across 140+ offices nationwide and manage over$324billionin assets 2 . Our unique approach to serving clients combines our advanced methodologyand proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

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