Senior Manager, Lifecycle Marketing

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

Benefits offered by this job

Equity

Health, dental & vision coverage

Unlimited PTO

401k match

Commuter benefit

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'll set the lifecycle strategy, run the send calendar, build campaigns, and measure results.

The role covers email, push, in-app, SMS, and on-platform messaging, aligns with launches, and collaborates with Strategy, Content & Design, Product, Data, and Compliance to deliver a coherent go-to-market plan.

Qualifications

• Lifecycle or CRM marketing ownership with journeys, segmentation, and multi-channel triggers.
• Sole owner of a function; self-starter who can set agenda without a playbook.
• Direct-response oriented; measured on funnel metrics and tests to improve performance.
• Fluent with a martech stack to support activities.
• Data-driven; able to analyze campaign/funnel data to drive changes.
• Able to explain fairly complex financial products clearly to customers.
• Startup background with hands-on building in fast-growing environments.
• Direct-to-consumer marketing of financial or luxury products.

Responsibilities

• Lifecycle strategy and segmentation: defining the customer journey, audience segments, and triggers.
• Email, end-to-end: strategy, calendar, campaigns, automation, and performance.
• Push, in-app, SMS, and on-platform messaging: run as one journey with email.
• Campaign launches: support new offerings and go-to-market moments.
• Personalization: reflect investor lifecycle stage, holdings, and on-platform behavior.
• Conversion, retention, reactivation: focus on conversions and win-back journeys.
• Send calendar: manage priority and cadence across campaigns and launches.
• Measurement: define success metrics and instrument the data to drive decisions.
• Collaborative work with CRM Ops, Strategy, Content & Design, Product, Data, Compliance.

Skills

Lifecycle marketing

CRM marketing

Multi-channel orchestration

Direct-response

Data-driven

Startup experience

D2C marketing

Financial/luxury product marketing

Tools

CRM software

Marketing automation

Analytics tools

Job description

About Willow Wealth

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 Willow Wealth

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 behavior
• 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
• 401k match
• Commuter benefit
• 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.