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 withcross‑functionalteams to build, execute, andoptimizehigh‑quality, scalable email andmulti‑channelmarketing experiences.

We’reseeking adetail‑orientedmarketer with strong email coding and marketing automationexpertisewho 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-compliantemails using HTML and CSS, with a focus on modular and scalable design

Build personalization and dynamic content using basicAMPscript

Test emails across devices and clients using tools such as Litmus or Email on Acid

Configure and executemulti‑touchlifecycle journeys across email, SMS, and push channels based on documented strategy

Conduct internal and external quality assurance, including stakeholder review and approval workflows

Identifytesting opportunities and collaborate with partners to support A/B and optimization testing

Participate in peer code reviews to ensure quality and consistency

Support documentation, versioning, and governance of templates, modules, and logic blocks

Identifyopportunities to improve efficiency, quality, and performance across lifecycle programs

Requirements:

Hands‑onexperience with Salesforce Marketing Cloud or a comparableenterprise‑levelmarketing automation platform

Strongproficiencyin HTML and CSS, with a solid understanding of email best practices

Knowledge of responsive andmobile‑firstdesign for email

Experience with Adobe CDPor similar data and segmentation platforms (e.g., Salesforce Data Cloud, Segment, Tealium,etc)

Ability to work effectively infast‑pacedenvironments whilemaintaininghigh standardsfor quality and accuracy

Self‑directedand comfortable working independently with minimal supervision

Passion for email development, lifecycle marketing, and continuous improvement

3+ years of experience in customer marketing, lifecycle marketing, or marketing technology roles

Additional Qualifications

Knowledge of SQL preferred

Experience working with a Customer Data Platform (CDP)

Experience working withCloudPages

ProficiencywithAMPscript

Understanding of marketing performance metrics and how campaigns support broader business goals

HTML & CSS

Salesforce Marketing Cloud

Marketing automation and lifecycle journey execution

Attention to detail and quality assurance

Collaboration andproblem‑solving

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

discretionary bonus

health, dental and other wellness plans

401(k) contributions

Pay Range

$64,800 - $86,400 USD

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30) 1 ,wesupportmorethan1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets 2 .Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For California residents, please see the link for the Privacy Notice for Candidates . California law requires that we provideyouthis notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com .

1 TheBarron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received aprecombinationranking of 12th.

2 EdelmanFinancial Engines data, as ofSeptember 30, 2025

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