Senior Manager, Lifecycle Marketing

Yieldstreet; New York (NY); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Equity

Health, dental & vision

Unlimited PTO

Life insurance

Wellness stipend

Job summary

Willow Wealth is hiring a Senior Manager, Lifecycle Marketing to own the customer journey from signup through first investment and long-term retention. This is a sole‑owner role: you will set the lifecycle strategy, run the send calendar, build campaigns, and measure results.

You will manage email, push, in-app, SMS, and on-platform messaging as a unified journey, align launches with Strategy, and partner with Content, Design, Product, and Analytics to translate offerings into marketing

Qualifications

• Lifecycle specialist with hands-on ownership of journeys and multi-channel campaigns.
• Sole owner of a function, set your own agenda without a playbook.
• Direct-response instincts focused on conversion and funnel metrics.
• Fluent with martech stack to support your work.
• Data-driven, able to read campaign and funnel data to decide next steps.
• Comfort with complexity explaining financial products to customers.
• Startup experience in early-stage or fast-growing environments.
• Direct-to-consumer experience marketing financial or luxury products

Responsibilities

• Lifecycle strategy and segmentation: defining the customer journey, the audience segments, and the triggers that move people through it.
• Email strategy and end-to-end campaigns, automation, and performance.
• Push, in-app, SMS, and on-platform messaging integrated into the journey.
• Campaign launches for new offerings and go-to-market moments.
• Personalization reflecting investor lifecycle stage, holdings, and on-platform behavior.
• Conversion, retention, and reactivation, including win-back journeys and lapse prevention.
• Send calendar management: prioritizing cadence between product spotlights, campaign emails, and announcements.
• Measurement: defining success metrics, instrumenting them, and using data to drive decisions.
• Collaborative work with CRM Ops, Strategy, Content & Design, Product, Data, and Compliance

Skills

Lifecycle marketing

Self-starter

Direct-response

Martech systems

Data-driven

Explain financials

Startup experience

Direct-to-consumer

Job description

About the Role

Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve more than 500,000 members with $6.9B+ invested since inception. The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.

About the Role

Willow Wealth is hiring a Senior Manager, Lifecycle Marketing to own the customer journey from the moment someone signs up through their first investment and into long-term retention. This is a sole‑owner role: you'll set the lifecycle strategy, run the send calendar, build the campaigns, and measure the results.

This role owns the full lifecycle marketing channel mix, including email, push notifications, in‑app messaging, SMS, and on‑platform messaging. You will determine what belongs in each channel and bring them together into a coherent customer journey. You will also own campaign launches, working with our Strategy team to translate new offerings into a marketing narrative and a coordinated go‑to‑market plan.

Key Responsibilities

• Lifecycle strategy and segmentation: defining the customer journey, the audience segments, and the triggers that move people through it


• Email, end to end: strategy, calendar, campaigns, automation, and performance. This is the role's core channel


• Push, in‑app, SMS, and on‑platform messaging: run alongside email as one journey


• Campaign launches: the marketing side of new offering launches and go-to-market moments


• Personalization: making sure messaging reflects each investor's lifecycle stage, product holdings, and on-platform behaviour


• Conversion, retention, and reactivation: focused on conversion, win back journeys, lapse prevention, and re-engagement campaigns for dormant investors


• The send calendar: determining priority and cadence between product spotlights, campaign emails, and launch announcements


• Measurement: defining what success looks like, instrumenting it, and using the data to drive ongoing decisions


• This role is highly collaborative. You'll work closely with:


• CRM Ops on campaign execution and QA


• Strategy on launches, product-driven campaigns, and go-to-market moments


• Content & Design on messaging, voice, and creative


• Product to keep lifecycle programs aligned with platform capabilities and new feature launches


• Data on audience targeting and segmentation


• Compliance on review and approval of investor-facing communications

Qualifications

• A lifecycle specialist: deep, hands‑on experience owning lifecycle or CRM marketing: journeys, segmentation, triggered and campaign email, and multi‑channel orchestration


• A self‑starter: you've been the sole owner of a function before, set your own agenda without a playbook, and are comfortable multitasking across projects without a large team behind you


• Direct‑response instincts: conversion-focused, comfortable being measured on funnel metrics, and comfortable running tests to improve performance


• Systems fluency: comfortable leveraging the martech stack to support your work


• Data‑driven judgment: cou can look at campaign and funnel data and know what to change next


• Comfort with complexity: you can take a fairly complicated financial product and explain it clearly to a customer


• Startup background: you've worked somewhere early‑stage or fast‑growing, where you had to build things rather than maintain them


• Direct-to-consumer experience: You've marketed financial or luxury products directly to individual consumers


• It's a plus if you have:


• Fintech or regulated‑industry experience: familiarity with private markets or alternative investments


• Exposure to adjacent functions: some background in CRM operations, content, or paid media

What’s in it for you

Competitive compensation package, including equity

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

Life insurance

Wellness stipend

This is a New York-based role. The base salary range for this position is USD 140,000 to 170,000 annually, depending on experience and qualifications. This role is eligible for equity compensation as part of the total compensation package.