About LearnVest

LearnVest is redefining the American approach to personal finance. Our planners leverage financial technology to create simple, affordable, realistic plans for anyone who wants to feel confident about their money and optimistic about the future. 

Since launching in 2010, LearnVest has been one of the premier financial technology companies in the country, helping thousands of people make progress on their financial goals. LearnVest was acquired by Northwestern Mutual in 2015 and is now scaling its technology and personal finance approach to help millions of people across both the LearnVest and Northwestern Mutual brands.  

Job Description

• Form a high-performing team of marketing scientists and analysts to drive data and analytics as a foundational component of a reimagined end to end client experience.

• Partner with Product Marketing on go-to-market strategy and with Creative/Design for development of marketing collateral

• Analyze website performance and behavioral flows identifying areas to improve engagement, reduce bounce rate, and understand the customer journey 

• Set up and manage dynamic reporting analyses that allow Marketing to view performance of tests live in the marketplace and take quick action 

• Provide insights on desktop vs. mobile experiences and identify ways to optimize the journey by platform

• Understand and measure all stages of the customer acquisition funnel from awareness to transaction through the development of an attribution model for both online and offline channels

• Identify ways to improve attribution through oversight of online survey asking customers how they heard about LearnVest

• Manage tags set up across site and work in conjunction with Marketing to identify new retargeting opportunities based on certain behaviors or actions performed onsite

• Aid the marketing team with methodology, structure, and analysis of new media/channel tests

• Partner with the Acquisition and CRM teams to identify ways to optimize each channel based on data insights 

• Lead Marketing Mix Analysis to inform channel and media strategy and overall budget allocation

Job Responsibilities

• Lead and drive quantitative analysis to enable omni-channel marketing, acquisition, and servicing strategies.

• Manage a high-performing team of marketing scientists and analysts to drive data and analytics as a foundational component of a reimagined end to end client experience.

• Collaborate with Marketing to perform and develop market intelligence, segmentation analysis, audience targeting strategies, and brand measurement strategies. 

• Leverage analytical methods to optimize marketing spend across SEO, SEM, content, broadcast and social media, e-mail, mobile, display, and terrestrial touch points.

• Amplify value realization through advanced analytics such as predictive and prescriptive modeling (propensity, cross/up sell, persistency/churn, profitability, risk, retention, etc.)

• Perform sentiment, attitudinal, behavioral, and psychographic analysis.

• Partner with data engineering to create a data management platform, design an attribution engine, and to rapidly develop, activate, track, publish, and sustain insights.

• Develop and track key performance indicators and metrics to drive ongoing investments into data and analytics, optimize marketing spend and the investment within the Marketing & Analytics portfolio. 

• Report key marketing analytics, tracking and testing data to key stakeholders including providing regular key learnings and insights (trends, patterns, irregularity)

• Create and maintain daily, weekly, monthly and quarterly campaign performance reports 

Qualifications

• 10+ years of experience as a Marketing Analyst and/or Data Scientist
• Expert in SQL, Excel, web analytics tools and various testing platforms including Google Analytics, Google Tag Manager, and Optimizely
• Experience with multi-touch attribution and media mix models, including digital and offline acquisition channels
• Ability to build strong relationships cross-functionally
• Highly motivated self-starter with strong leadership qualities
• Strong communication skills and a proven track record of communicating a vision and roadmap along with the resourcing needs to achieve it
• Bachelor degree in Marketing, Business or related field, MBA preferred

Personal Characteristics:

• Entrepreneurial mindset and goal oriented (self-directed, proactive and able to define and execute projects independently)
• Passion and ability to work in a fast paced, start-up and team environment
• Upbeat, personable, positive, can-do attitude
• Ability to manage reports, developing clear growth paths and inspiring high quality output
• Thinks social and mobile first
• Excellent problem solving skills
• Highly organized and detail oriented
• Thrives in a fast-paced environment and experience leading through change