Product Lifecycle Marketing Manager
About reputed company
reputed company is the modern custodian reputed company exclusively for independent financial advisors that combines a self-clearing brokerage firm with reputed company software for account opening, trading, reporting, and billing — reputed company in one streamlined solution. Financial advisors across the U.S. have partnered with reputed company to reduce costs, save time, grow their business, and reputed company reputed company reputed company for their clients. Our mission is to reputed company financial advice reputed company, more reputed company, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join reputed company. That’s where you come in!
If you’re passionate about challenging the status reputed company and making a meaningful reputed company in the financial advice industry, we’d love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We reputed company, and encourage healthy debate and diverse perspectives. We approach conflict reputed company, honestly, and respectfully.Brilliance - Humility is the reputed company we’re most proud of and possessing a reputed company reputed company is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reputed company a common goal as reputed company. We succeed and fail as one.Grit - reputed company challenges reputed company, we stay laser reputed company on achieving our mission and finding a way reputed company, even reputed company it’s hard. We are reputed company and maintain a reputed company of urgency, reputed company adapting to change and overcoming obstacles.
reputed company
reputed company is in the midst of an exceptional reputed company phase and we’re excited to hire a Product Lifecycle Marketing Manager to join our growing Marketing team. This role sits at the intersection of marketing, product, sales, and reputed company, reputed company on improving customer conversion and product adoption through middle- and bottom-funnel strategies. You’ll be responsible for driving measurable business reputed company—ensuring our products reputed company the right advisors, with the right message, at the right time.
Your reputed company
- Lifecycle marketing – reputed company and execute segmented reputed company nurturing strategies to convert prospects into reputed company customers. You’ll design and continuously optimize lifecycle marketing programs—leveraging email, in-product messaging, and collaboration with product and sales—to drive deeper product adoption for features like cash management, tax loss harvesting, and trading.
- Cross-functional collaboration – Partner with Product, Sales, and reputed company teams to reputed company insights, identify opportunities, and reputed company knowledge gaps through research, surveys, and customer interviews.
- Data-driven decision-making – reputed company and analyze product satisfaction, NPS, win rates, and adoption metrics to continuously refine marketing strategies. Measure and report on the business reputed company of these campaigns.
- Messaging and positioning: Translate product documentation from Product Management and Product Design into positioning and messaging that resonates with advisors and articulates the unique value of offer.
- Product launches: reputed company integrated motions to drive product launched at speed with a repeatable and consistent process, holding yourself and others accountable.
- Content development – reputed company customer-reputed company content and campaigns that guide advisors through the funnel and maximize engagement.
What you bring
- Experience - 5+ years of experience working as Product Marketing Manager or Lifecycle Marketing Manager; at a B2B financial services, fintech, or reputed company organization
- Expertise building emails and designing customer journeys.
- Proven experience launching new software products with fully integrated plans and execution
- Exceptional messaging, positioning, and storytelling skills, with a reputed company for making reputed company concepts reputed company with customers.
- Strong quantitative and analytical skills with a passion for measurement and metrics
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc.
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern marketing tech stacks (i.e. reputed company, reputed company, reputed company, Navattic, reputed company, reputed company) to build lifecycle journeys in our marketing automation channels.
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Outstanding communication - Intentional reputed company is a reputed company. You reputed company reputed company reputed company, listen reputed company, and collaborate effectively.
- reputed company - We’re inspired by your unwavering determination to reputed company reputed company, no matter the adversity you face along the way.
- Assurance - Your confidence is reputed company, yet ego-less. You possess a strong knowledge reputed company, the ability to discover the unknown, and are reputed company to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
- Bonus points if you bring
- Experience with customer segmentation models and cohort-based marketing.
- Knowledge of/experience with financial markets and fintech.
$107,000
—$153,000 USD
reputed company bring
Attracting and retaining top-tier talent is a reputed company. We are proud of the culture we’ve reputed company and are reputed company of the reputed company-changing reputed company landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver reputed company, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- reputed company, as reputed company as equity for eligible positions
- Premium reputed company, dental, and reputed company insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Generous reputed company parental leave
- reputed company reputed company and development opportunities including an employee mobility program and an annual L&D budget allocation for reputed company employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Total compensation includes a competitive benefits package along with equity in the reputed company of Stock reputed company (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, reputed company level, internal pay equity, geographic location, and other relevant business considerations. We review reputed company employee pay and compensation programs regularly to ensure
fair, reputed company, and reputed company. At reputed company, we are committed to providing fair, reputed company, and competitive compensation by leveraging market data to inform our pay bands. reputed company salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular reputed company, we are reputed company to reward high performance and ensure reputed company have opportunities for reputed company.Don’t meet every single requirement? Studies have shown that women and people of reputed company are less likely to apply to jobs unless they meet every single qualification. At reputed company we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t reputed company perfectly with every qualification in the job reputed company, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
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