Lifecycle and Growth Marketing Lead at M1 Finance

| Chicago
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M1 is a young, rapidly growing company determined to reinvent personal finance. We believe the current tools used to invest, borrow, or spend your money fall short of what's possible with new technologies, and we're looking to change that. We're building the tools to empower people to make the most of their money through a free and intuitive automated financial platform. We already have made a lot of headway in customer acquisition and growth, having a billion in assets under our management and signing up thousands of customers each week, but we’re just getting started and have ambitious plans to take on an entrenched industry. Join us and help build the future of personal finance.

Job Description

We are seeking an experienced strategist and executor to join our marketing team to lead our lifecycle marketing program from the ground up. You’ll be interfacing with leadership and M1 stakeholders to develop the strategy as it pertains to customer segmentation and targeting, acquisition, onboarding and engagement, growth and retention, and reactivation – basically, all aspects of our customer lifecycle through all channels. If this sounds like a big job, you have that right. It’s a job with a huge potential for impact as M1 accelerates its growth, and as a member of a small and scrappy team, you’ll be involved at all levels of driving our success. We’re seeking someone who isn’t afraid of structuring plans without perfect information, who can provide high-level direction, and who doesn’t shy away from rolling up their sleeves. Execution is a large part of this role. M1 is committed to growing our marketing reach and there isn’t a better time to join this fast-paced, growing organization.


  • Serve as the marketing lead for all lifecycle and growth projects, including strategy, customer segmentation, demand generation (digital and off-line) and email marketing and communication
  • Work closely with leadership to develop marketing strategy based on company OKRs and goals, then execute plans from start to finish that achieve our ROI targets, including helping to define and structure the metrics for reporting
  • Outline end-to-end client lifecycle, including behaviors, preferences, and needs, then create segmentations based on persona
  • Own engagement initiatives across online and offline channels, with the goal of exceeding plans of generating new clients, increasing AUM, and accelerating M1’s revenue growth
  • Develop and manage a A/B testing schedules, while implementing learnings to continuously optimize email, touchpoint, and marketing performance
  • Manage M1’s marketing database, ensuring cleanliness and data integrity, while developing and implementing a strategy that enables us to deliver the right message to the right audience, increasing engagement


  • 5+ years of experience in B2C demand generation, lifecycle, growth, or marketing programs in a high-performing team and company with aggressive growth goals
  • Expertise in using and expanding use of marketing automation technology, with focus on email conversion and optimization best practices
  • Demonstrated success in testing, validating, managing and scaling customer acquisition across multiple digital channels
  • Equal parts strategic and tactical, with a proven ability to develop strategic marketing plans and rolling up your sleeves to make it happen, both as an individual contributor and as a cross-functional team member.
  • Analytic and structured thinking who can conceive salient ideas from complex information and clearly communicate those ideas to stakeholders
  • Action-oriented and a willingness to execute on strategy, even when data is imperfect
  • Experience with analytics and data tools, with big plus for capabilities to write queries against a data set
  • Experience and understanding of finance or the finance industry is a plus. Demonstrated interest in personal finance is a big plus.
  • An entrepreneurial mindset and willingness to challenge the status quo
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Technology we use

  • Engineering
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLanguages
    • NodeJSLanguages
    • KotlinLanguages


The M1 office is centrally located in Chicago's Loop, with easy access to public transportation and plenty of bars and restaurants nearby.

An Insider's view of M1 Finance

What’s the vibe like in the office?

Laid back but very energetic at the same time. We're always working on the next product update, the next campaign, and while it can be a bit demanding, every team is good about providing flexibility and we celebrate all successes together.


Art Director

How do you collaborate with other teams in the company?

Open communication and collaboration welcome at all times. We're always looking for ways to harness each other's expertise so that the whole is greater than the sum of the parts.


Digital Marketing Specialist

What makes someone successful on your team?

We look for people who are smart, ambitious, hard-working, and friendly.


VP of Engineering

What is your vision for the company?

M1 Finance should functionally change the way we manage our personal finances.


VP of Engineering

How do you empower your team to be more creative?

M1 has a mountain to climb, and we are always looking for more solutions. Any person on my team is empowered to come up with those solutions


VP of Engineering

What are M1 Finance Perks + Benefits

M1 Finance Benefits Overview

A great product is the result of a talented team and strong work culture. At M1, our philosophy is to hire unbelievably intelligent, motivated, high-integrity individuals and promote an environment that enables their best work.

Our company’s culture reflects what creative, intelligent people value in their careers: meaningful and interesting work, a fun environment, and financially rewarding opportunities.

Volunteer in local community
M1 sponsors volunteer opportunities in the Chicago community each quarter, which allows us to give back, bond as a team, and spend time doing things that are important to the employees of M1.
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
M1 uses a SIMPLE IRA, which is similar to a 401K. It allows us to use the M1 platform for the retirement benefit. M1 will contribute 2%, regardless of the employee contribution, even if that is 0%.
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of parental leave for the primary caretaker. M1 also provides 4 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes Career mentoring, Leadership mentoring.
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