Sr. Manager, Lifecycle Strategy

Responsibilities:

• Lead the lifecycle marketing strategy for Employee Solutions, guiding the team to develop personalized campaigns, deploy regular campaigns, and prioritize high-impact activities 
• Partner closely with client marketing leaders, cross-functional teams (business, product, engineering), and other key collaborators 
• Supervise test-and-learn initiatives to drive innovation and effective personalization strategies 
• Establish and implement segment-level strategies (e.g., Best Customer, Low Engaged, High User) 
• Collaborate with Data and Analytics to design data-driven CRM strategies, understand clients, and measure the impact of lifecycle programs 

Requirements:

• Strong growth marketing acumen with experience in crafting and driving high-impact marketing programs
• Experience in end-to-end consumer marketing including test-and-learn planning, segment marketing, personalization, marketing technology, and lifecycle marketing
• Data-driven marketing leadership skills with significant exposure to consumer-facing programs/products
• Familiarity with Adobe and Salesforce marketing tech stacks
• 'Change Agent' approach

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $119,900-159,800. 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.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's¹. with 145+ offices² across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.³

Our unique approach to serving clients combines our advanced methodology and 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 visit EdelmanFinancialEngines.com.

© 2023 Edelman 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. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

¹ The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

² Edelman Financial Engines data, as of Dec. 31, 2022.

³ Edelman Financial Engines data, as of Sep. 30, 2023.