Lifecycle Marketing Manager (Financial Services)

TL;DR

Lifecycle Marketing Manager (Financial Services): Own the design, evolution, and performance of participant-centric lifecycle marketing strategies across the workplace benefits journey with an accent on lifecycle frameworks, segmentation, personalization, and multi-channel orchestration. Focus on building scalable, data-driven, and compliant lifecycle programs that improve participant behavior, financial outcomes, and plan sponsor value in a regulated environment.

Location: Remote (Nationwide, U.S.)

Base Salary Range: $96,100 - $135,700

Company

hirify.global provides workplace benefits and financial services with a flexible work environment and inclusive culture.

What you will do

• Define and own end-to-end lifecycle marketing strategy, including lifecycle frameworks, journey architecture, and engagement models.
• Design state-based lifecycle journeys across key milestones (onboarding, enrollment, contribution optimization, job changes, retirement readiness).
• Build and evolve segmentation and personalization strategies using behavioral, demographic, and financial data.
• Partner with Product and Digital teams to embed lifecycle journeys into participant-facing platforms and influence feature prioritization.
• Orchestrate multi-channel experiences across email, web, mobile, and advisor-supported channels.
• Lead measurement frameworks and test-and-learn experimentation roadmaps; translate insights into strategic recommendations.

Requirements

• Work authorization: Must be authorized to work for any employer in the U.S.; unable to sponsor or take over sponsorship of an employment visa (including CPT/OPT).
• 8–12+ years of experience in lifecycle, CRM, or engagement marketing, preferably in financial services or workplace benefits.
• Proven ownership of lifecycle marketing strategy with measurable outcomes (engagement, retention, contribution rates).
• Deep expertise in journey design, segmentation, personalization, and multi-channel orchestration.
• Advanced experience with marketing automation and CRM platforms (e.g., Salesforce Marketing Cloud or similar).
• Experience operating in regulated environments and partnering with Legal, Compliance, and Risk.

Culture & Benefits

• Remote, nationwide flexibility with expectations for reliable high-speed wired internet and an adequate home work setup.
• Medical, dental, vision, and life insurance; retirement savings via a 401(k) with generous company matching.
• Tuition reimbursement up to $5,250/year and paid time off including paid company holidays and floating holidays.
• Paid volunteer time (16 hours/year) and leave programs including paid parental leave and FMLA.
• Business-casual environment and Business Resource Groups (BRGs) open to all employees.

Hiring process

• Application review followed by interviews to assess lifecycle marketing strategy, analytics/measurement, and cross-functional influence.
• Final evaluation includes fit for regulated financial services environments and stakeholder communication.