Lifecycle Marketing Manager, AI

About Us:

Longbridge is building a next-generation AI investing app designed to help everyday investors learn, build confidence, and take action. As investing behavior shifts toward mobile-first experiences and AI changes how people interact with financial products, we’re building an experience that’s simpler, more intuitive, and grounded in trust. We’re a fast-moving, high-ownership team operating in a highly regulated environment. We care deeply about customer outcomes, clarity, and execution quality—and we measure what matters.

The Role

We’re hiring a Lifecycle Marketing Manager to own lifecycle strategy for our AI investing app in the US. You’ll drive growth across the full customer lifecycle—activation, onboarding, engagement, loyalty, retention, and reactivation—in close partnership with Product, Growth, Product Marketing, Data, Creative, and Compliance. This isn’t a “set up some email drips” job. You’ll set the vision, build the systems, and lead cross-functional execution through ambiguity. Your work will directly influence core business outcomes, including new user activation, funded account conversion, feature adoption (AI \+ investing workflows), and long-term retention.

What You’ll Do

Own lifecycle strategy end-to-end

• Develop a comprehensive lifecycle strategy to drive qualified user activation, including onboarding completion, account opening, funding, and first key action (e.g., first investment/trade and/or AI engagement).
• Define the lifecycle “moments that matter” and build programs that move customers through them.

Build personalized multi-channel journeys

• Plan and execute personalized journeys across email, push, in-app messaging, and SMS (as applicable).
• Build segmentation and triggers based on customer intent and behavior (e.g., new-to-investing vs experienced, browsing vs ready-to-fund, AI-engaged vs not).

Drive education \+ confidence-building content

• Design and deploy education-led lifecycle programs that help customers navigate investing concepts, product workflows, and decision-making with confidence.
• Partner with Product Marketing and Creative to develop content frameworks (e.g., “first week,” “first deposit,” “first portfolio,” “risk basics,” “market moments,” “AI tips”).

Run a rigorous experimentation \+ optimization roadmap

• Own a full-funnel experimentation roadmap (A/B tests, holdouts, incremental lift where feasible). Analyze performance and continuously optimize based on KPIs like activation rate, time-to-fund, first action conversion, repeat engagement, retention, and reactivation.

Scale automation, personalization, and AI-assisted targeting

• Drive campaign automation and personalization using audience insights and performance learnings.
• Partner with Data Science/Analytics to leverage models or AI-driven insights (e.g., propensity to fund, churn risk, next-best-action recommendations) to improve targeting and relevance.

Create measurement frameworks and executive visibility

• Report on lifecycle channel, campaign, and program performance; translate data into actionable insights and clear priorities.
• Establish dashboards and reporting frameworks with Analytics; share learnings with Growth and leadership.

Partner cross-functionally in a regulated environment

• Collaborate with Product, Growth, Product Marketing, Design/Creative, and Legal/Compliance to ensure messaging is accurate, consistent, and compliant.
• Improve lifecycle surfaces and conversion paths by partnering with Product on UX and in-app prompts.

Lead operating cadence \+ execution quality

• Set priorities with Lifecycle Marketing Ops / MarTech partners to ensure high-quality execution (templates, QA, deliverability, tracking hygiene, governance).
• Build scalable processes and playbooks for launches and evergreen programs.

What You’ll Need

• Bachelor’s degree in Business, Marketing, Finance, or a related field (or equivalent experience). 6–10\+ years of DTC lifecycle/CRM experience across email, push, in-app, and SMS (as applicable).
• Strong track record driving measurable growth outcomes through onboarding, engagement, retention, and lifecycle optimization at scale.
• Experience with experimentation methodologies and performance measurement (A/B testing, holdouts, cohort analysis).
• Excellent creative judgment: ability to direct lifecycle creative, test value propositions, and iterate quickly.
• Strong analytical and storytelling skills—you can interpret data and communicate clearly to stakeholders.
• Comfort operating in a fast-paced environment with high ownership and ambiguity.
• Experience working in regulated industries (fintech, investing, banking) and collaborating closely with Legal/Compliance is strongly preferred.

Nice to Have

• Experience marketing investing/brokerage products or financial education products.
• Familiarity with lifecycle tools (e.g., Braze, Iterable, Customer.io) and analytics tools (Amplitude, Mixpanel, Looker, etc.).
• Experience using AI/ML-driven segmentation and personalization (propensity models, churn prediction, next-best-action).
• People management experience or experience mentoring a small team.