Lifecycle and Performance Marketing, EquityZen - Vice President
About The Position
EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.” EquityZen is looking for a Lifecycle and Performance Marketing Lead to drive user acquisition, activation, and long-term retention across our growing platform.
Requirements
- 7+ years of progressive, hands-on experience in performance, growth, or lifecycle marketing, ideally within financial services, FinTech, or a regulated B2C industry.
- Advanced, hands-on proficiency with Google Ads, Google Analytics, and comprehensive lifecycle marketing automation platforms (HubSpot strongly preferred, Salesforce).
- Deep experience building performance reports and utilizing product analytics or data visualization tools (e.g., Mixpanel, Tableau, Excel/Google Sheets).
- Strong understanding of marketing to affluent consumers or high-net-worth individuals, with a foundational grasp of private markets or B2B marketing dynamics.
- Proven track record of managing significant paid media budgets and successfully scaling customer acquisition programs across multiple digital channels.
- Highly analytical and data-driven mentality, possessing the ability to distill complex campaign data into actionable strategic shifts.
- Exceptional cross-functional collaboration skills, with the ability to partner effectively with Product, Revenue, and external agencies or paid media partners.
- Demonstrated ability to independently manage multiple high-impact campaigns simultaneously in a fast-paced environment.
- Proven track record with martech integration and transitions.
Responsibilities
- Design, build, and optimize automated lifecycle marketing journeys via HubSpot to engage investors and shareholders throughout their entire lifecycle (activation, retention, monetization, and deepening).
- Lead the end-to-end execution of EquityZen’s performance marketing strategy, managing paid user acquisition campaigns across search (Google Ads, Bing) and paid social channels (LinkedIn, Facebook, Instagram) in partnership with the WM Media team.
- Support martech integration from EquityZen systems into Morgan Stanley systems.
- Manage paid media budgets and continually optimize bidding strategies, audience targeting, and channel mix to lower Customer Acquisition Cost (CAC) and maximize Lifetime Value (LTV).
- Conduct rigorous A/B and multivariate testing on email campaigns, paid media creatives, ad copy, and landing pages to improve conversion rates and unit economics.
- Build and maintain robust performance tracking and reporting dashboards using tools like Google Analytics, Tableau, and Mixpanel to generate actionable insights for leadership.
- Partner with the broader Marketing, Content, and UX teams to ensure a cohesive and high-quality customer experience from the first ad click through to post-investment communications.
- Manage and scale affiliate marketing programs using platforms like Impact, tracking partner performance and payout efficiency.
- Collaborate closely with the internal Compliance team to ensure all paid media and lifecycle marketing campaigns adhere strictly to financial services regulations.
Benefits
- Comprehensive employee benefits and perks in the industry
- Opportunity to work alongside the best and the brightest
- Supported and empowered environment
- Ample opportunity to move about the business
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
