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Senior Marketing Automation Manager

Wealthfront is a company on a mission to build a financial system that favors people over institutions. We help you grow your long-term wealth through automated investing and savings products, and give you a complete picture of your financial life.

The marketing automation function at Wealthfront owns the tools and processes that enable how we communicate with our clients. We are building out the team to support our growing lifecycle marketing function. The team will help inform the lifecycle marketing roadmap in support of lead conversion, client growth, engagement, and retention.

We are hiring a Senior Manager who is passionate about our technology and has a strong understanding of the marketing technology ecosystem and project management experience to help grow Wealthfront’s lifecycle marketing efforts. As the Senior Manager on this team, you will be the owner of Wealthfront’s marketing tech stack - including the marketing automation platform.

You will solve difficult challenges like - what tools and processes do we need to support marketers across different lines of businesses at scale? How do we increase the cadence of experimentation and learning? How do we leverage our marketing technology to provide personalized, curated experiences for our clients?

Responsibilities

    • As the owner of Wealthfront’s lifecycle marketing channels (email, push notifications, in-app messages, SMS) and tools (Iterable), define and execute the overall strategy and roadmap for the marketing automation goals across the organization.
    • Be the business owner of our marketing automation tools, working with engineering, data science, product, and marketing partners to build and support a robust platform that elevates the delivery and communication of content to our clients.
    • Responsible for executing marketing projects to completion – intake requests, making sure changes, assets, directions, and best practices are implemented. Communicate with stakeholders to set timelines and expectations and keep them informed. Advise partners on technical feasibility and best practices.
    • Own the channel attribution and reporting of lifecycle marketing programs and experiments, using data from our programs and experimentation tools to inform decisions.
    • Together with the Lifecycle team, drive experimentation within messages and personalization of content.
    • Keep track of innovations and lead conversations with third parties to build a best-in-class marketing technology platform.
    • Ensure that all marketing processes are compliant with regulatory requirements (CCPA, GDPR etc.)
    • Partner closely with Research, Data Science, Product, and Engineering teams on marketing strategies concerning product features, updates, and cross-functional projects

Requirements

    • 4+ years experience in marketing technology, marketing operations, data analysis/reporting, email marketing, and A/B testing.
    • Experience working with marketing automation tools (e.g. Iterable, Braze), project management tools (e.g. Jira). SQL skills preferred but not required.
    • Experience in mapping, organizing, and utilizing data in marketing automation tools to build targeted segmentation and send personalized, real-time messages to users.
    • Experience in implementing new marketing channels (push notifications, SMS, etc) in marketing automation platforms.
    • Experience in HTML/CSS
    • Strong stakeholder management and project management skills.
    • Structured thinker and strong problem-solving skills- there will be new challenges which will require an ability and interest in learning quickly
Estimated annual salary range: $148,000 - $160,000 USD plus equity. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

Everyone across the financial spectrum deserves to live secure and rewarding lives. In order to successfully serve clients across the United States, the Wealthfront team is focused on hiring team members with a diverse range of backgrounds, experiences and perspectives. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


About Wealthfront

Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built the first automated investment product that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee; we then expanded into banking which made it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $43 billion of our client’s hard earned savings, created the robo-advisor category and transformed the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions.

Wealthfront’s vision is to make it delightfully easy to build long-term wealth on your own terms.
This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially, that’s transformational to their lives and their long-term future.

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CEO of Wealthfront
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Andy Rachleff
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Wealthfront is building a financial system that favors people, not institutions.

46 jobs
FUNDING
TEAM SIZE
DATE POSTED
August 6, 2023

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