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Willow Wealth, a leading private market investing platform founded in 2015, is seeking a Senior Manager of Lifecycle Marketing to own the complete customer journey from signup through first investment and long-term retention. This is a sole-owner role with full strategic and tactical responsibility.
You will set lifecycle strategy, manage the send calendar, build and execute campaigns, and measure results across all customer touchpoints. The role owns the full channel mix including email (core channel), push notifications, in-app messaging, SMS, and on-platform messaging, ensuring they work together as a coherent journey.
Key responsibilities include:
- Defining customer journey, audience segments, and behavioral triggers that move investors through the lifecycle
- Owning email strategy end-to-end: calendar planning, campaign development, automation, and performance analysis
- Managing push, in-app, SMS, and on-platform messaging alongside email as an integrated journey
- Leading marketing efforts for new offering launches and go-to-market moments in partnership with the Strategy team
- Implementing personalization based on lifecycle stage, product holdings, and on-platform behavior
- Driving conversion, retention, reactivation, win-back, lapse prevention, and re-engagement campaigns
- Managing send calendar priorities and cadence across product spotlights, campaigns, and announcements
- Measuring and optimizing performance across all lifecycle channels
The company serves 500,000+ members with $6.9B+ invested since inception and has raised over $250M from institutional investors including Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners. This is an opportunity to shape marketing strategy at a well-funded, growth-stage fintech platform.
