Senior Manager, Lifecycle Marketing

New York, NY | Austin, TX | King of Prussia, PA

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 350,000 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.

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

We are looking for a strategic and execution-oriented Senior Lifecycle Marketing Manager to own, scale, and evolve Vestwell’s 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.

You will lead the strategy, build, and ongoing optimization of fully automated, trigger‑based lifecycle programs primarily powered by Hub Spot. 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 Vestwell’s lifecycle approach beyond email — pushing toward more omni‑channel, behavior‑driven experiences — while maintaining clear documentation, governance, and performance visibility across all lifecycle touchpoints.

Lifecycle Automation & Orchestration

• Design, build, and manage fully automated Hub Spot 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
• 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…