Full-Time

Lifecycle Marketing Manager

Octopus Legacy

Octopus Legacy

51-200 employees

Online estate planning and bereavement services

No salary listed

London, UK

Hybrid

Three days on-site per week required; up to two days remote. Employees may work from anywhere in the world for up to four weeks per year.

Category
Growth & Marketing (1)
Required Skills
Machine Learning
A/B Testing
Data Analysis

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Requirements
  • Proven capability across lifecycle marketing, including acquisition, engagement, and retention.
  • Experience building marketing programmes from scratch rather than only optimising existing programmes or working strategically.
  • Experience marketing to both open and closed books of customers.
  • Hands-on experience with Klaviyo or a similar platform such as Braze or Iterable, including segmentation, flows, triggers, and reporting.
  • Ability to form hypotheses, run experiments, and use data to determine next steps.
  • Comfort working with direct mail and SMS as well as email.
  • Ability to combine strategic thinking with hands-on execution in a small, fast-paced team.
  • Ability to use AI tools and other methods to improve speed and growth.
  • Ability to communicate about death plainly and warmly.
  • Experience working in a rapidly scaling, high-growth business.
  • Strong communication skills.
Responsibilities
  • Build email, SMS, and letter journeys from scratch for people who have registered but not purchased and for customers who have purchased.
  • Design segmentation and journey architecture, including life-stage and milestone triggers.
  • Test and improve communications that drive retention, referrals, and long-term customer value.
  • Use customer data for segmentation strategies and predictive models.
  • Collaborate with product, sales, and design teams to optimise journey and content delivery.
  • Develop, execute, and optimise the customer referral programme, including its engine and journeys.

Octopus Legacy offers estate planning and bereavement support in the UK, combining online will writing, Lasting Power of Attorney forms, life insurance, probate services, and bereavement resources on a single platform. It works through direct-to-consumer channels and partnerships with charities, employers, and funeral directors; its will-writing product is subscription-based with unlimited updates, and users can store digital memories in a digital vault alongside legal documents. The company differentiates itself by providing a holistic, customer-focused platform that covers legal, financial, and emotional planning, backed by strategic acquisitions and Octopus Group capital to scale. Its goal is to simplify and consolidate the fragmented death-planning market into an accessible, end-to-end solution for end-of-life planning and legacy management.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2018

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Simplify Jobs

Simplify's Take

What believers are saying

  • Octopus Legacy treble-sized to 57 staff by January 2025, signaling rapid operating momentum.
  • The NewLaw team acquisition boosted probate capacity and expanded Octopus Legal Services by roughly one-third.
  • Octopus Group's 2022 investment funded scaling, acquisitions, and a trusted Octopus consumer-brand halo.

What critics are saying

  • Legal Futures said Octopus will grow probate 1,000% without adding frontline legal hires, straining quality.
  • Shoosmiths transferred no staff, forcing Octopus to absorb files while retraining and onboarding alone.
  • Death-planning is fragmented and trust-sensitive; one service failure would damage referrals and employer partnerships fast.

What makes Octopus Legacy unique

  • Octopus Legal Services launched in January 2025, bringing probate inside an SRA-regulated ABS.
  • WSL Will Writing added 300,000 clients, making Octopus Legacy Britain's second-largest estate planner.
  • Shoosmiths' 2026 will-bank acquisition deepens regulated scale and strengthens its consumer brand.

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Benefits

Health Insurance

Pension scheme

Family Planning Benefits

Fertility Treatment Support

401(k) Retirement Plan

401(k) Company Match

Flexible Work Hours

Hybrid Work Options

Remote Work Options

Unlimited Paid Time Off

Paid Vacation

Paid Holidays

Parental Leave

Wellness Program

Mental Health Support

Gym Membership

Cycle to Work Scheme

Home Office Stipend

Phone/Internet Stipend

Conference Attendance Budget

Professional Development Budget

Stock Options

Company Equity

Adoption Assistance

Childcare Support

Meal Benefits

Growth & Insights and Company News

Headcount

6 month growth

27%

1 year growth

27%

2 year growth

27%
Today's Media
Apr 24th, 2026
Octopus Legacy acquires Shoosmiths will bank in push to become UK's largest estate planner

Octopus Legacy has acquired the will bank of Top 100 law firm Shoosmiths, strengthening its position in regulated estate planning. The deal follows Octopus Legacy's acquisition of WSL Will Writing in the past 18 months, which brought over 300,000 clients and positioned it as the UK's second-largest estate planning firm. Sam Grice, founder and CEO of Octopus Legacy, called the acquisition "an important milestone" and testament to the company's growth within the regulated space. The firm aims to become the largest private client firm in the country whilst modernising estate planning services. For Shoosmiths, the transfer aligns with its strategy of focusing on core practice areas, following previous sales of its private client team to Rothley's and personal injury business to Fletchers.