Lifecycle and Performance Marketing Lead

EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach,EquityZendelivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies,EquityZenis on a mission to deliver “Private Markets for the Public.”EquityZenis looking for a Lifecycle and Performance Marketing Lead to drive user acquisition, activation, and long-term retention across our growing platform.

Responsibilities

• Design, build, and optimize automated lifecycle marketing journeys via HubSpot to engage investors and shareholders throughout their entire lifecycle (activation, retention, monetization, and deepening).

• Lead the end-to-end execution ofEquityZen’sperformance marketing strategy, managing paid user acquisition campaigns across search (Google Ads, Bing) and paid social channels (LinkedIn, Facebook, Instagram) in partnership with the WM Media team.  

• Supportmartechintegration fromEquityZensystems into Morgan Stanley systems. 

• Manage paid media budgets and continually optimize bidding strategies, audience targeting, and channel mix to lower Customer Acquisition Cost (CAC) and maximize Lifetime Value (LTV).

• Conduct rigorous A/B and multivariate testing on email campaigns, paid media creatives, ad copy, and landing pages to improve conversion rates and unit economics.

• Build and maintain robust performance tracking and reporting dashboards using tools like Google Analytics, Tableau, andMixpanelto generate actionable insights for leadership.

• Partner with the broader Marketing, Content, and UX teams to ensurea cohesiveand high-quality customer experience from the first ad click through to post-investment communications.

• Manage and scale affiliate marketing programs using platforms like Impact, tracking partner performance and payout efficiency.

• Collaborate closely with the internal Compliance team to ensure all paid media and lifecycle marketing campaigns adhere strictly to financial services regulations.

Qualifications

• 7+ years of progressive, hands-on experience in performance, growth, or lifecycle marketing, ideally within financial services, FinTech, or a regulated B2C industry.

• Required Technical Skills: Advanced, hands-on proficiency with Google Ads, Google Analytics, and comprehensive lifecycle marketing automation platforms (HubSpot strongly preferred, Salesforce).

• Required Tracking & Analytics: Deep experience building performance reports and utilizing product analytics or data visualization tools (e.g.,Mixpanel, Tableau, Excel/Google Sheets).

• Required Industry Knowledge: Strong understanding of marketing to affluent consumers or high-net-worth individuals, with a foundational grasp of private markets or B2B marketing dynamics.

• Proven track record of managing significant paid media budgets and successfully scaling customer acquisition programs across multiple digital channels.

• Highly analytical and data-driven mentality, possessing the ability to distill complex campaign data into actionable strategic shifts.

• Exceptional cross-functional collaboration skills, with the ability to partner effectively with Product, Revenue, and external agencies or paid media partners.

• Demonstrated ability to independently manage multiple high-impact campaigns simultaneously in a fast-paced environment.

• Proven track record withmartechintegration and transitions.