Lifecycle Marketing Specialist

Edelman Financial Engines, LLC

4d•$64,800 - $86,400

About The Position

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 with cross‑functional teams to build, execute, and optimize high‑quality, scalable email and multi‑channel marketing experiences. We’re seeking a detail‑oriented marketer with strong email coding and marketing automation expertise who 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.

Requirements

Hands‑on experience with Salesforce Marketing Cloud or a comparable enterprise‑level marketing automation platform
Strong proficiency in HTML and CSS, with a solid understanding of email best practices
Knowledge of responsive and mobile‑first design for email
Experience with Adobe CDP or similar data and segmentation platforms (e.g., Salesforce Data Cloud, Segment, Tealium, etc)
Ability to work effectively in fast‑paced environments while maintaining high standards for quality and accuracy
Self‑directed and 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

Nice To Haves

Knowledge of SQL preferred
Experience working with a Customer Data Platform (CDP)
Experience working with CloudPages
Proficiency with AMPscript
Understanding of marketing performance metrics and how campaigns support broader business goals

Responsibilities

Develop responsive, ADA-compliant emails using HTML and CSS, with a focus on modular and scalable design
Build personalization and dynamic content using basic AMPscript
Test emails across devices and clients using tools such as Litmus or Email on Acid
Configure and execute multi‑touch lifecycle journeys across email, SMS, and push channels based on documented strategy
Conduct internal and external quality assurance, including stakeholder review and approval workflows
Identify testing 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
Identify opportunities to improve efficiency, quality, and performance across lifecycle programs