Senior Manager, Lifecycle Marketing

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement education and healthcare savings needs. Today Vestwell enables over 350000 businesses and nearly 1.5 Million active savers with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products including workplace-delivered retirement plans employer-offered student loan repayment benefits and various savings accounts for education emergencies and individuals with disabilities.

Vestwells platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual savers. To learn more

Who Are We Looking For

We are looking for a strategic and execution-oriented Senior Lifecycle Marketing Manager to own scale and evolve Vestwells customer communications across the full lifecycle from first touch through onboarding engagement expansion and long-term retention.

This role will serve as the central point of ownership for lifecycle communications partnering closely with Product Operations Sales Customer Success and Marketing to ensure customers receive the right message at the right time through the right channel. The ideal candidate combines deep technical expertise in marketing automation with strong analytical instincts cross-functional leadership and a passion for building intelligent personalized customer journeys at scale.

What Will You Be Doing

You will lead the strategy build and ongoing optimization of fully automated trigger-based lifecycle programs primarily powered by HubSpot. You will define scalable customer segmentation own the end-to-end lifecycle communications journey and continuously iterate based on performance engagement and customer behavior.

You will also be responsible for evolving Vestwells lifecycle approach beyond email pushing toward more omni-channel behavior-driven experiences while maintaining clear documentation governance and performance visibility across all lifecycle touchpoints.

Day-to-Day You May Also Be Expected To:

Lifecycle Automation & Orchestration

• Design build and manage fully automated HubSpot workflows triggered by customer behavior lifecycle stage product usage and operational milestones
• Ensure lifecycle programs scale efficiently while maintaining personalization and relevance
• Maintain strong QA governance and change management practices across all workflows

Customer Segmentation Strategy

• Create and maintain scalable dynamic customer segmentation frameworks that power lifecycle programs and one-to-many email launches
• Partner with data product and operations teams to ensure segmentation logic is accurate actionable and durable
• Continuously refine segmentation based on performance insights and evolving business needs

Lifecycle Communications Ownership

• Act as the single point of contact and strategic owner for customer communications across Product Operations Marketing Sales and Customer Success
• Align messaging timing and channel usage to ensure a cohesive non-duplicative customer experience
• Provide oversight and guidance on all lifecycle-related communications entering the customer journey

Journey Design & Innovation

• Evolve the customer communications journey using innovative lifecycle and engagement best practices
• Push beyond email to test and scale omni-channel strategies (e.g. in-app SMS sales-assisted operational notifications)
• Identify gaps redundancies and opportunities across the lifecycle and proactively propose improvements

Lifecycle Documentation & Governance

• Map document and maintain the end-to-end lifecycle communications journey
• Ensure documentation reflects current workflows ownership triggers and customer touchpoints
• Establish clear standards for lifecycle entry exit and message ownership

Analytics Insights & Optimization

• Own the strategic analysis of lifecycle engagement interactivity and conversion across the customer journey
• Define and monitor key lifecycle performance metrics (engagement progression drop-off conversion retention signals)
• Identify opportunities to iterate and optimize journeys based on performance data and customer behavior
• Run structured testing and experimentation to determine optimal messaging timing cadence and channel mix

Requirements

The Necessities

• Bachelors degree or equivalent experience
• 6 years of experience in lifecycle marketing marketing automation or customer engagement roles
• Deep hands-on experience with HubSpot workflows segmentation and lifecycle automation
• Strong understanding of customer lifecycle strategy behavioral triggers and personalization at scale
• Proven ability to work cross-functionally and influence without direct authority
• Strong analytical skills with the ability to translate engagement data into actionable insights
• Exceptional organizational skills and attention to detail
• Comfort operating in a fast-paced evolving environment

The Extras

• Experience building omni-channel lifecycle programs (email in-app SMS sales-assisted)
• Background in B2B SaaS fintech or regulated industries
• Familiarity with product usage data and event-based marketing
• Experience documenting and governing complex lifecycle systems
• Strong storytelling and presentation skills for executive and cross-functional audiences

This role will be based in either the New York City Austin or King of Prussia office and will be part of Vestwells hybrid in-office operation.

The expected base salary range for this position is $120K - $130K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

Were an innovative high-growth company with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in our Midtown Manhattan Austin King of Prussia and Phoenix offices so everyone has a setting that is the most productive for them. Oh and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.