The highest-level individual contributor role that is responsible for planning, developing, and implementing lifecycle marketing strategies that align with key enterprise, department, and program goals. The Lifecycle Marketing Strategist brings deep expertise in marketing and program development, leveraging both business and technical (MarTech) acumen to prioritize, design, and implement multi-channel marketing journeys and impactful outbound marketing enhancements.
The functions of this role require effective application of creativity—to craft compelling, action-driving content—and data-driven decision-making to identify key opportunities and measure impact. The strategist leads large-scale, complex projects and initiatives, collaborating with cross-functional teams across the organization. Additionally, this role may be called upon to lead corporate initiatives and engage with stakeholders at all levels.
Job Duties and Responsibilities
Develop and execute data-driven lifecycle marketing strategies to nurture prospective clients and drive customer engagement, retention, and conversion. Design, implement, and optimize a portfolio of multi-channel marketing journeys – across key lifecycle stages — leveraging deep expertise and experience with email, SMS, direct mail, and paid media channels. Partner with research and marketing analytics teams to identify insights that improve marketing’s ability to address marketing CX gaps, segment audiences, personalize communications, and measure performance against key KPIs. Work closely with creative teams to develop compelling concepts, messaging, offers, and content for different customer segments and moments. Purposefully leverage A/B and multivariate testing as well as experimentation frameworks to continuously improve marketing effectiveness. Effectively socialize key results and learnings. Collaborate cross-functionally with Campaign Planners, product, sales, customer experience, and analytics teams to align outbound marketing journeys and programs with business goals. Implement and refine audience segmentation strategies to personalize messaging across various lifecycle stages and communication types. Stay ahead of industry trends and MarTech innovations to enhance personalization, automation, and lifecycle marketing impact. Advocate for the customer, ensuring marketing efforts enhance their experience and provide meaningful value. Gathers and/or utilizes advisor, client and stakeholder feedback to ensure alignment and to optimize marketing effectiveness. Develop trusted relationships with key internal/external stakeholders to collaborate and influence across the organization contributing to the development of consumer offers that attract target segments, drive membership growth and increase member loyalty.Required Job Qualifications
7-10 years of marketing or related experience.College degree in marketing or related field; masters a plus but not required.Experience in developing lifecycle marketing programs and/or managing multi-channel, campaigns. Excellent communication skills and exceptional customer service mindset.Demonstrates strong project management and collaboration skillsApplies a development mindset that uses creativity and marketing expertise to develop new, more effective and more efficient marketing approaches.Other Critical Factors
5+ years relevant experience in consumer financial services and with a distributed sales force preferred - in banking, lending, debt solutions, or fintech Ability to manage up/down and across a large organization.Pay Transparency
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