Remote opportunity at
Xy-Planning-NetworkLifecycle Marketing Manager
Xy-Planning-Network is seeking a Lifecycle Marketing Manager to guide members through every phase of their journey, from initial onboarding to long-term firm scaling. Xy-Planning-Network operates a…
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About This Role
Xy-Planning-Network is seeking a Lifecycle Marketing Manager to guide members through every phase of their journey, from initial onboarding to long-term firm scaling. Xy-Planning-Network operates a turnkey advice and planning platform designed to assist fee-only financial advisors in establishing independent firms. In this role, the Lifecycle Marketing Manager will devise and execute a comprehensive retention and engagement strategy. Key duties involve building automated campaigns, managing communication calendars, analyzing behavioral metrics,…
Job Description
Xy-Planning-Network is seeking a Lifecycle Marketing Manager to guide members through every phase of their journey, from initial onboarding to long-term firm scaling. Xy-Planning-Network operates a turnkey advice and planning platform designed to assist fee-only financial advisors in establishing independent firms.
In this role, the Lifecycle Marketing Manager will devise and execute a comprehensive retention and engagement strategy. Key duties involve building automated campaigns, managing communication calendars, analyzing behavioral metrics, and collaborating across departments to highlight member value. This position suits an experienced marketing professional who blends strategic thinking with strong copywriting skills and a human-centric approach.
This is a full-time, exempt position operating on a schedule of 40 to 45 hours per week with flexibility. The position reports directly to the Director of Marketing within the marketing team. Travel up to 10 percent of the year, equivalent to two to three weeks annually, is required for company events and team retreats.
Responsibilities
- Design and execute the lifecycle strategy for Emerald and Sapphire members, focusing on onboarding, benefit activation, retention, reactivation, and expansion.
- Refine audience segmentation models using CRM attributes, behavioral data, lifecycle stages, and member interests.
- Manage recurring, triggered, and automated campaigns across email, the member portal, and other communication channels.
- Coordinate the member communications calendar and align messaging with the prospect marketing team.
- Produce marketing communications for twice-yearly Townhalls, XYPN events, and the annual XYPN LIVE conference.
- Execute structured testing roadmaps regarding messaging, timing, segmentation, and channels to boost engagement.
- Track and report core lifecycle metrics including retention, engagement, lifetime value, and onboarding activation rates to leadership.
Requirements
- Possess 3 to 5 or more years of experience in customer, CRM, or lifecycle marketing with demonstrated execution and strategy ownership.
- Demonstrate strong copywriting abilities to sustain a consistent brand voice across multiple channels.
- Exhibit deep expertise in marketing automation platforms, with a preference for HubSpot.
- Display proficiency in journey mapping and audience segmentation using product, behavioral, and CRM data.
- Apply A/B testing and analytics to optimize key performance metrics like conversion, retention, and lifetime value.
- Understand email deliverability, list hygiene, and privacy compliance.
- Maintain project management skills with familiarity in tools such as Notion and Monday.
- Be legally authorized to live and work in the United States without current or future sponsorship needs.
Qualifications
- Experience scaling lifecycle marketing programs or building them from scratch.
- Hands-on background with multi-channel lifecycle tools such as push notifications, SMS, or in-product messaging.
- Experience promoting events or conferences and driving attendee engagement.
- Background working within subscription, membership, financial services, or SaaS industries.
- Experience creating messaging frameworks and value propositions aligned with brand identity while collaborating with creative partners.
Core Skills
Benefits
- Employee Stock Ownership Plan providing 100 percent employer funding
- Unlimited vacation days with a mandatory minimum requirement of 3 weeks taken annually
- 9 paid holidays with flexible holiday options
- 401(k) plan with a 4.5 percent employer match on a 6 percent employee contribution
- 12 weeks of paid parental leave for a child's birth or adoption
- Health insurance with employer contribution, alongside dental, vision, accident, and voluntary life and AD&D options
- Pet insurance availability
- Health Savings and Flexible Spending Accounts for health, limited, and dependent care
- Employer-paid life, AD&D, and long-term disability coverage
- Up to 150 dollars per month plus 500 dollars for upfront fees to cover financial planner services
- 2000 dollars annually for professional development
- 250 dollars quarterly for personal wellness
- 500 dollar donation to a non-profit of choice upon completing 40 volunteer hours in a calendar year
- Sabbatical program featuring extra time off and a cash bonus at 5, 10, and 15 years
- Subsidized employer-sponsored childcare through an internal program, subject to availability
- Discounts on various gym memberships
- Company-owned Apple laptop computer provided
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the salary range for the Lifecycle Marketing Manager role?
The annual salary range is USD 80,000 to 108,000.
Where is the position located?
The position is remote and/or located in Bozeman, MT. Applications are accepted from across the U.S., with priority given to candidates residing in AZ, CA, CO, FL, GA, IL, MN, MT, NC, NE, and TX.
How much travel is required?
Travel is required up to 10 percent of the time, amounting to approximately 2 to 3 weeks per year for company events and team retreats.
What are the working hours?
This is a full-time position requiring 40 to 45 hours per week with a flexible schedule.
Sample Interview Questions
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