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Lifecycle Marketing Manager

Edelman Financial Engines, LLC

Boston, MA • 10/3/2026

Management , Professional

Job Description

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 willbe responsible fordeveloping andoptimizingengagement 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 lifecyclefrominitialconsideration through long-term relationship building.

You will lead the development and delivery of Lifecycle Marketing (LCM) programs that are directly tied to growth KPIs, drivingmeasurableimpact across conversion, engagement, retention, and referrals. This roleis responsible fordesigning andoptimizingdata-driven, multi-channel journeys andleveraginginsights to continuously enhance performance and business outcomes.

Responsibilities:

  • Design andoptimizeend-to-end, multi-channel journeys (email, push, web, in-app) across the full funnel
  • Develop responsive,ADA-compliantemails using HTML and CSS, with a focus on modular and scalable design
  • Lead testing across messaging, cadence, targeting, and channelsensuring 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
  • Proventrack recordof driving measurableLCM outcomes
  • Experienceoperatingin a data-driven, performance marketing environment
  • Hands-on experience with Salesforce Marketing Cloud (SFMC)and Adobe CDP, including journey orchestration, segmentation, andaudienceautomation
  • Practical knowledge ofSQL-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 knowledgeof SQL
  • Experience working with a Customer Data Platform (CDP)
  • Experience working withCloudPages
  • ProficiencywithAMPscript
  • Strongunderstanding of marketing performance metrics and how campaigns support broader business goals

SkillsandCompetencies:

  • HTML & CSS
  • Salesforce Marketing Cloud
  • Marketing automation and lifecycle journey execution
  • Attention to detail and quality assurance
  • Collaboration andproblemsolving

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

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 byBarron'sas 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,wesupportmore than1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets2.Our unique approach to serving clients combines our advancedmethodologyand 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.
For more information, please visitEdelmanFinancialEngines.com.
© 2026Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor.Certain servicesprovidedon an educational and guidance basis only.Results are not guaranteed.
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1TheBarron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received aprecombinationranking of 12th.
2EdelmanFinancial Engines data, as ofSeptember 30, 2025