Lifecycle Marketing Manager (Financial Industry)

OVERVIEW We’re looking for a Lifecycle Marketing Manager with a passion for the financial industry and direct investing. In this role, you’ll shape the customer journey end-to-end, from acquisition to retention, designing strategies that help investors engage with and grow their portfolios. If you enjoy building data-driven campaigns, optimizing lifecycle touchpoints, and translating insights into measurable growth, this is an opportunity to make a real impact.   The ideal candidate brings hands-on experience in lifecycle marketing within financial services, with a personal understanding of investing. They excel at building and optimizing customer journeys, leveraging CRM and automation tools to deliver personalized, data-driven engagement.   Location:  Toronto, ON, Canada (downtown financial district) Hybrid: 3-4 days onsite Contract: 12 months (T4 or Incorporated)  Start date: targeting Sept 2025   RESPONSIBILITIES

• Develop and implement marketing strategies to support growth across the direct investing customer lifecycle.
• Design and optimize automated onboarding, engagement, and retention journeys across CRM and digital channels.
• Lead execution of integrated campaigns, managing creative briefs, budgets, timelines, and cross-functional collaboration.
• Ensure marketing programs align with regulatory requirements and brand standards.
• Mentor and manage team members, ensuring effective delivery and alignment with strategic priorities.
• Analyze customer insights and campaign performance, producing dashboards and recommendations to maximize ROI.

  QUALIFICATIONS

• 5+ years of relevant marketing experience, preferably in financial services or direct investing.
• Bachelor’s degree in marketing, business, commerce, or related field; MBA preferred.
• Strong background in CRM, lifecycle marketing, and marketing automation platforms (Salesforce Marketing Cloud or similar).
• Experience in email marketing and building automated journeys.
• Ability to translate technical requirements into effective marketing strategies.
• Excellent communication and stakeholder management skills.

Nice To Have

• A self-directed investor with personal experience in direct investing.
• Knowledge of digital channels, mass marketing integration, and data-driven campaign optimization.

    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, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees.