Lifecycle Marketing Manager

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Manager of Lifecycle Marketing, you will be responsible for developing and optimizing engagement strategies that drive meaningful interactions across both prospects and clients. As an individual contributor within the Growth Marketing team, this role blends strategy, analytics, and execution to improve engagement across the full lifecycle—from initial consideration through long-term relationship building.

You will lead the development and delivery of Lifecycle Marketing (LCM) programs that are directly tied to growth KPIs, driving measurable impact across conversion, engagement, retention, and referrals. This role is responsible for designing and optimizing data-driven, multi-channel journeys and leveraging insights to continuously enhance performance and business outcomes.

Responsibilities

* Design and optimize end-to-end, multi-channel journeys (emai