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 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.

• 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

• 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

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

• HTML & CSS
• Salesforce Marketing Cloud
• Marketing automation and…