Lifecycle Marketing Manager

Job Description Summary:

Job Description:

Primary Responsibilities

• Own lifecycle strategy for assigned programs, determining program structure, audience definitions, cadence, and success criteria, including prospecting, nurture, pre-consultation, and client engagement journeys.

• Partner with the broader Marketing Cloud team to shape the firm's overall lifecycle roadmap, journey design, and prioritization.

• Translate strategy into Journey Builder automations, decision logic, and re-entry rules that reflect audience behavior and business goals.

• Own A/B and multivariate testing roadmaps across subject lines, content, send time, and journey paths, and translate results into iterative improvements.

• Build and deploy email campaigns in Salesforce Marketing Cloud using Email Studio, Content Builder, Journey Builder, and Automation Studio.

• Configure and QA landing pages, forms, and CloudPages that support prospecting, event, and client engagement programs.

• Own end-to-end campaign setup, including audience segmentation, data extensions, SQL queries, dynamic content, and send configuration.

• Apply AI tools to accelerate copy iteration, subject line optimization, personalization, and QA.

• Execute recurring and one-off client, prospect, and advisor-facing communications, including newsletters, event invitations, and lifecycle touchpoints.

• Build and deploy sends on behalf of Focus Partners and affiliated firms, ensuring consistent quality, branding, and compliance across audiences.

• Partner with the Digital Marketing, MarComms, Content, Client Development, and agency partners to translate briefs into production-ready campaigns on schedule.

• Set QA and deployment standards across content accuracy, link validation, data mapping, deliverability, and compliance, and determine whether a campaign is approved for release.

• Investigate and resolve deliverability incidents, data and audience errors, and journey failures on behalf of management, determining root cause and remediation approach.

• Maintain campaign tracking hygiene, including UTMs, tracking parameters, and destination URLs, and coordinate audience handoff with the performance marketing team and agency partners.

• Partner with the Marketing Cloud team and IT to align on data extensions, integrations, and platform governance.

• Contribute to documentation, build standards, and process improvements within a shared Marketing Cloud environment.

Qualifications

• Bachelor's degree required; Marketing, Communications, Business, or related field preferred.

• 5+ years in email marketing, marketing automation, lifecycle marketing, or digital campaign execution.

• Hands-on experience with Salesforce Marketing Cloud Engagement (formerly ExactTarget) is required, including Email Studio, Journey Builder, Automation Studio, and Content Builder. Experience with HubSpot is a plus. 

• Demonstrated experience contributing to lifecycle strategy and translating it into deployed campaigns and journeys.

• Experience building and deploying campaigns in a shared platform environment with multiple contributors.

• Experience supporting client-facing or regulated communications; financial services or wealth management experience preferred.

• Familiarity with email deliverability principles, sender authentication (SPF/DKIM/DMARC), subscription management, and CAN-SPAM/GDPR compliance.

• Track record of using AI tools (e.g., Copilot, Writer AI, Einstein) to accelerate campaign work.

This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000–$107,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services.

To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

#LI-KP1

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

careers@focuspartners.com

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be foundhere

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.