Lifecycle Marketing Specialist

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.

The Lifecycle Marketing Specialist supports the growth of our Wealth Planning business by helping prospects and clients access comprehensive financial advice through thoughtfully designed lifecycle marketing programs. In this role, you will partner with cross‑functional teams to build, execute, and optimize high‑quality, scalable email and multi‑channel marketing experiences.

We're seeking a detail‑oriented marketer with strong email coding and marketing automation expertise who takes pride in quality execution. If you enjoy building impactful email programs, collaborating on testing and optimization, and continuously improving how marketing efforts perform, this role offers an opportunity to make a meaningful contribution.

Responsibilities

• Develop responsive, ADA-compliant emails using HTML and CSS, with a focus on modular and scalable design
• Build personalization a