What are the responsibilities and job description for the Lifecycle Marketing Associate position at Stash?
Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we're passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom. We also believe in working smarter—leveraging AI and emerging technologies to move faster, operate more efficiently, and focus our time on solving meaningful problems for our customers.
The Lifecycle team is responsible for helping customers take the right next step—from sign-up to becoming active, long-term investors. As a Lifecycle Marketing Associate, you'll focus primarily on onboarding and activation—building, launching, and optimizing the campaigns that guide new users through early setup and help them complete their first key actions.
You'll also help with light campaign operations—documentation, QA, and launch prep—and support the broader lifecycle team when needed. Onboarding and activation is your core; everything else helps keep the team moving.
What You'll Do
Onboarding & activation (primary)
We proudly celebrate the unique qualities that make you you, 365 days a year, and not just because it’s the right thing to do or good for business. We embed the principles and practices of diversity, equity, and inclusion (DEI) into all that we do to prioritize people, a Stash core value, and to ensure Stashers of all backgrounds and experiences can be their authentic selves.
We are also proud to be the first and only venture-backed fintech to join the CEO Action for Diversity & Inclusion™, and as an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.
If you require any reasonable accommodations to make your application process more accessible, please reach out to recruiting@Stash.com.
Helping You Invest in Yourself
The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
The Lifecycle team is responsible for helping customers take the right next step—from sign-up to becoming active, long-term investors. As a Lifecycle Marketing Associate, you'll focus primarily on onboarding and activation—building, launching, and optimizing the campaigns that guide new users through early setup and help them complete their first key actions.
You'll also help with light campaign operations—documentation, QA, and launch prep—and support the broader lifecycle team when needed. Onboarding and activation is your core; everything else helps keep the team moving.
What You'll Do
Onboarding & activation (primary)
- Build, configure, and launch onboarding and activation campaigns and Canvases in Braze across email, push, in-app, and SMS
- Support programs across the early customer journey—from account setup through initial funding and first meaningful product usage
- Write and edit customer-facing copy for onboarding touchpoints; partner with Creative on briefs, reviews, and asset requests
- Execute A/B tests by setting up variants, monitoring performance, and documenting results
- Run pre-launch QA on messaging, links, segments, personalization logic, and send timing before campaigns go live
- Pull activation performance reports; flag drop-offs at key early milestones and surface opportunities to the team
- Support rescue flows for users who stall before completing early setup or activation steps
- Help keep campaign documentation and journey maps up to date so the team knows what's live
- Support launch prep—checking tasks, updating JIRA, and making sure nothing gets missed before send
- Lend a hand on creative intake and review cycles when onboarding programs need assets
- Run through QA checklists and flag issues before campaigns go out
- 1–3 years of experience in lifecycle marketing, CRM, email marketing, growth marketing, or a related role—or equivalent internship and project experience
- Hands-on experience building and launching campaigns in a marketing automation platform (Braze, Iterable, Customer.io, or similar)
- Strong communication skills—you write clearly for internal partners (briefs, updates, documentation) and external audiences (customer-facing email, push, and in-app copy)
- Comfort working with data—pulling basic performance reports, spotting drop-offs, and asking the right questions
- Strong attention to detail; you catch broken links, segment errors, and copy issues before they reach customers
- Organized and reliable—you stay on top of your work and don't let small things slip
- Collaborative mindset; you work well with managers, designers, product managers, and data partners
- Eagerness to learn—you're excited to grow into lifecycle strategy
- Experience in fintech, investing, or subscription-based products
- Familiarity with Braze Canvases, Connected Content, or Liquid personalization
- Experience with Mixpanel or similar analytics tools
- Exposure to A/B testing, even in a supporting role
- Comfort using AI tools to move faster on research, copy drafts, and reporting
- Interest in growing toward lifecycle strategy—not just execution
We proudly celebrate the unique qualities that make you you, 365 days a year, and not just because it’s the right thing to do or good for business. We embed the principles and practices of diversity, equity, and inclusion (DEI) into all that we do to prioritize people, a Stash core value, and to ensure Stashers of all backgrounds and experiences can be their authentic selves.
We are also proud to be the first and only venture-backed fintech to join the CEO Action for Diversity & Inclusion™, and as an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.
If you require any reasonable accommodations to make your application process more accessible, please reach out to recruiting@Stash.com.
Helping You Invest in Yourself
- Comprehensive total rewards package, comprising compensation (salary and equity) and health care benefits
- Complimentary subscription to Stash account
- Hybrid Work Policy – We operate a hybrid work environment in NYC that prioritizes time together in the office to strengthen teamwork, innovation, and culture, while still allowing for work-from-home flexibility.
- Flexible PTO
- Work-from-home equipment stipends; home internet subsidy
- Paid Parental Leave (offerings for birth giving and non-birth giving parents) Primary & Secondary
- Enhanced health and wellness benefits through One Medical, Gympass, and Maven Health
- Benzinga’s 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards
- Qorus-Accenture’s 2023 Banking Innovation Awards
- USA Today and Statista’s 2023 Top 500 Best Financial Advisory Firms
- Comparably's Best Company Awards: Best Places to Work, Best Company Outlook, and Best Engineering Team for Diversity, Women, Culture, and more! (2023)
- Fintech Breakthrough Award: Best Personal Finance App (2023)
- BuiltIn’s Best Places to Work (2022, 2021, 2020, 2019)
- Forbes Fintech 50 (2021, 2020, 2019)
- Best Digital Bank, Finovate Awards (2020)
- Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
- LendIt Fintech Innovator of the Year (2020, 2019)
The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
- No recruiters, please**
Salary : $80,000 - $110,000