Lifecycle Marketing Specialist

The Judge Group; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A financial services firm based in Boston is looking for a Lifecycle Marketing Specialist to develop and drive marketing strategies supporting customer growth and retention. The role requires strong digital marketing experience, collaboration with cross-functional teams, and a focus on consumer banking products. The ideal candidate will own the strategy from onboarding to execution in an Agile environment, emphasizing customer engagement and early adoption. The firm embraces a hybrid work model, adapting to local office guidelines.

Qualifications

• Digital marketing experience in consumer-facing or financial services environments.
• Ability to manage marketing strategies end-to-end.
• Experience with deposit and/or checking products is highly preferred.

Responsibilities

• Own lifecycle marketing strategy from onboarding to retention.
• Develop and optimize marketing strategies aligned to business objectives.
• Collaborate with product, analytics, technology, and marketing teams.

Skills

Digital marketing experience

Project ownership skills

Agile methodologies

Collaboration with cross-functional teams

Tools

Jira

Job description

Our Financial Services client is seeking a Lifecycle Marketing Specialist to join their growing team!

Job Title

Lifecycle Marketing Specialist

Location(s):

(Hybrid or in-office based on local office guidelines)

Job Description

The Lifecycle Marketing Specialist is responsible for owning and driving end-to-end lifecycle marketing strategies that support customer growth, engagement, and retention. This role will lead the development, execution, and optimization of lifecycle marketing initiatives across onboarding, activation, and retention, primarily supporting consumer banking products such as deposits and checking accounts.

This position requires a strong digital marketing background, the ability to own results from strategy through execution, and close collaboration with cross-functional partners using Agile methodologies.

Candidates with experience supporting consumer banking clients or working within consumer financial services organizations are strongly preferred.

Key Responsibilities

• Own lifecycle marketing strategy from beginning to end, including onboarding, activation, and retention
• Develop, execute, and optimize lifecycle marketing strategies aligned to business objectives
• Drive customer onboarding and activation initiatives to improve early engagement and adoption
• Lead retention-focused programs designed to deepen relationships and reduce churn
• Manage and continuously improve lifecycle marketing roadmaps and prioritization
• Own performance outcomes and results end-to-end, from strategy development through execution and optimization
• Collaborate with cross-functional teams including product, analytics, technology, and marketing partners
• Use Agile methodologies to plan, track, and execute marketing workstreams
• Leverage Jira to manage workflows, backlog, and delivery milestones

Required Qualifications

• Digital marketing experience, ideally within consumer-facing or financial services environments
• Experience supporting deposit and/or checking products is highly preferred
• Demonstrated ability to own initiatives and results end-to-end
• Experience developing, executing, and optimizing marketing strategies
• Strong project ownership and execution skills

Preferred Qualifications

• Experience working with consumer banking clients or within consumer banking organizations
• Familiarity working in Agile teams within regulated industries