Senior Director Lifecycle Marketing (Fintech)

TL;DR

Senior Director Lifecycle Marketing (Fintech): Defining and designing engaging customer journeys for workplace benefit plans with an accent on participant education, engagement, and long-term financial wellbeing. Focus on building scalable engagement loops, optimizing CRM orchestration, and navigating the constraints of a regulated B2B2C financial ecosystem.

Location: Remote (Must be authorized to work in the U.S.)

Salary: $138,000 - $200,100

Company

A financial services firm dedicated to helping customers achieve financial freedom through retirement and workplace benefit plans.

What you will do

• Define and lead the workplace participant lifecycle marketing strategy to improve financial outcomes.
• Design state-based lifecycle journeys for onboarding, enrollment, and retirement readiness.
• Establish engagement models to help participants understand benefits and take confident action.
• Collaborate with digital product teams to create engagement loops that drive repeat digital experiences.
• Partner with Analytics and Insights teams to define and track success metrics tied to engagement and financial action.
• Lead and develop a high-performing team of lifecycle marketing managers.

Requirements

• 15+ years of experience in lifecycle, CRM, or engagement marketing with leadership responsibility.
• Proven experience within the workplace benefits or retirement industry (e.g., recordkeeping, HSAs, stock plan services).
• Deep understanding of plan sponsor dynamics and the sensitivities of B2B2C financial services.
• Expertise in segmentation, journey design, orchestration, and experimentation.
• Must be authorized to work for any employer in the U.S.
• Experience with modern marketing automation and CRM platforms like Salesforce Marketing Cloud.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, ten company holidays, and three floating holidays.
• Paid parental leave and short/long-term disability programs.
• 16 hours of paid volunteer time per calendar year.