📌 Core Information
🔹 Job Title: Lifecycle Marketing Manager
🔹 Company: Forge Global
🔹 Location: New York, United States (Hybrid: 2-3 days in office)
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: May 19, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Managing and scaling email marketing programs
- Collaborating with cross-functional teams to drive engagement and revenue
- Ensuring compliance with email best practices and regulations
- Liaising with stakeholders to identify and execute email opportunities
ASSUMPTION: This role requires a balance of strategic thinking and tactical execution, with a strong focus on data-driven decision making.
📋 Key Responsibilities
✅ Manage and execute email marketing programs, including automated and personalized email notifications
✅ Own Forge’s email calendar and communicate initiatives to stakeholders
✅ Build, test, and optimize email content and call-to-actions
✅ Manage Forge’s email agency, set priorities, and maintain accountability
✅ Liaise with business lines to identify and execute email opportunities
✅ Ensure Forge adheres to email best practices and regulations
ASSUMPTION: This role requires strong project management skills and the ability to work effectively with various teams and stakeholders.
🎯 Required Qualifications
Education: Bachelor’s degree
Experience: 5+ years planning and executing email programs for a corporate organization
Required Skills:
- Strong analytical skills and data-driven decision making
- Familiarity with marketing automation platforms, CRM systems, and analytical tools
- Excellent communication and interpersonal skills
- Experience with data structures, mapping attributes, and transforming values
- Knowledgeable about email industry trends, laws, and regulations
Preferred Skills:
- Experience with Braze
- Experience at a financial services or fintech company
- Experience with SMS and in-product notifications
ASSUMPTION: While not required, experience with Braze and in the financial services industry would be beneficial for this role.
💰 Compensation & Benefits
Salary Range: $135,000 - $155,000 + annual bonus (for residents of San Francisco/Bay Area, CA or New York, NY)
Benefits:
- Equal opportunity employer with a focus on diversity
Working Hours: Full-time (40 hours/week)
ASSUMPTION: The salary range provided is for residents of San Francisco/Bay Area, CA or New York, NY. Final offers may vary based on geography, candidate experience, and other factors.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically focused on the private market
Company Size: 201-500 employees (as of 2025)
Founded: 2014
Company Description:
- Forge Global is a technology innovator in the private market, offering liquidity solutions, exclusive data and insights, and a vibrant marketplace
- The company aims to deliver a richer future for everyone by empowering companies, employees, and investors
- Forge Global values being bold, humble, and accountable in its approach to building the best-in-class technology infrastructure for the global private market
Company Specialties:
- Secondary shares trading platform
- Private markets
- Fintech
- Investing in pre-IPO companies
- Secondary marketplace
- Private market data and index
- Buying and selling private company shares
Company Website: https://www.forgeglobal.com/
ASSUMPTION: Forge Global is a well-established company in the financial services industry, with a strong focus on innovation and technology.
📊 Role Analysis
Career Level: Mid-level to senior, depending on experience
Reporting Structure: This role reports to the Head of Marketing and works closely with various business lines and stakeholders
Work Arrangement: Hybrid, with 2-3 days per week in the office (San Francisco, CA or New York, NY)
Growth Opportunities:
- Potential to grow into a leadership role as the company expands
- Opportunity to work on high-impact projects and drive significant business growth
- Chance to learn and develop skills in a dynamic and innovative environment
ASSUMPTION: This role offers significant growth potential as Forge Global continues to expand and innovate in the private market.
🌍 Location & Work Environment
Office Type: Modern, collaborative office spaces in San Francisco, CA or New York, NY
Office Location(s): 4 Embarcadero Center, Floor 15, San Francisco, CA 94111, US (San Francisco office); New York office location TBD
Geographic Context:
- San Francisco, CA: Tech hub with a vibrant startup scene and diverse culture
- New York, NY: Global financial capital with a fast-paced and competitive job market
Work Schedule: Full-time (40 hours/week) with flexible hours and remote work options
ASSUMPTION: The work environment at Forge Global is collaborative, innovative, and focused on driving business growth through technology and data-driven decision making.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- On-site or virtual interview with the marketing team
- Final interview with the Head of Marketing
Key Assessment Areas:
- Email marketing expertise and strategy
- Data analysis and interpretation skills
- Communication and interpersonal skills
- Project management and stakeholder collaboration
Application Tips:
- Highlight relevant email marketing experience and achievements in your resume
- Tailor your cover letter to demonstrate your understanding of Forge Global's mission and values
- Prepare examples of email campaigns you've managed and their outcomes
ATS Keywords: Email Marketing, Data Analysis, Marketing Automation, CRM Systems, Stakeholder Management, Email Best Practices, Project Management, Industry Trends
ASSUMPTION: The interview process at Forge Global is designed to assess your technical skills, strategic thinking, and cultural fit within the organization.
🛠️ Tools & Technologies
- Braze (preferred)
- Other marketing automation platforms (e.g., Marketo, HubSpot, Pardot)
- CRM systems (e.g., Salesforce, HubSpot CRM, Zoho CRM)
- Analytical tools (e.g., Google Analytics, Tableau, Power BI)
ASSUMPTION: While experience with Braze is preferred, candidates with experience in other marketing automation platforms and tools may also be considered.
👔 Cultural Fit Considerations
Company Values:
- Bold: Forge Global encourages employees to take calculated risks and innovate
- Humble: The company values collaboration, learning, and continuous improvement
- Accountable: Forge Global holds its employees responsible for delivering results and driving business growth
Work Style:
- Data-driven: Forge Global makes decisions based on data and analytics
- Collaborative: The company values teamwork and cross-functional collaboration
- Innovative: Forge Global encourages employees to think creatively and challenge the status quo
Self-Assessment Questions:
- Do you have experience managing email marketing programs and driving business growth?
- Are you comfortable working with data and using it to inform your marketing strategies?
- Do you thrive in a collaborative, innovative environment and enjoy working with diverse teams?
ASSUMPTION: Candidates who align with Forge Global's values and work style are more likely to succeed in this role and contribute to the company's continued growth.
⚠️ Potential Challenges
- Managing multiple email programs and stakeholders simultaneously
- Keeping up with industry trends and regulations in the fast-paced financial services sector
- Balancing strategic thinking with tactical execution in a dynamic and growing organization
- Adapting to a hybrid work environment and maintaining productivity
ASSUMPTION: These challenges can be overcome with strong project management skills, effective communication, and a willingness to adapt and learn in a dynamic environment.
📈 Similar Roles Comparison
- Lifecycle Marketing Manager vs. Senior Email Marketing Manager: The former role focuses more on strategic planning and cross-functional collaboration, while the latter is more focused on tactical execution and day-to-day management
- Industry-specific context: Financial services vs. other industries: The financial services industry has unique regulations and compliance requirements, which may impact the role's responsibilities and priorities
- Career path comparison: Lifecycle Marketing Manager is a mid-level to senior role with potential for growth into leadership positions as the company expands
ASSUMPTION: While there are similarities between this role and other marketing roles, the unique aspects of the financial services industry and Forge Global's focus on innovation set this role apart.
📝 Sample Projects
- Developing and executing a comprehensive email marketing strategy for a new product launch
- Optimizing email content and call-to-actions to improve open rates and click-through rates
- Managing an email agency to ensure timely and high-quality deliverables
ASSUMPTION: These sample projects illustrate the strategic and tactical aspects of the Lifecycle Marketing Manager role at Forge Global.
❓ Key Questions to Ask During Interview
- Can you describe the current email marketing landscape at Forge Global, and how this role will contribute to its evolution?
- How does Forge Global support the professional growth and development of its marketing team members?
- What are the biggest challenges facing the marketing team in the next 12-24 months, and how can this role help address them?
- How does Forge Global measure the success of its email marketing campaigns, and what key performance indicators (KPIs) are most important?
- What is the company's long-term vision for its email marketing efforts, and how does this role fit into that vision?
ASSUMPTION: Asking these questions demonstrates your interest in the role, the company, and its long-term success.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant email marketing experience and skills
- Write a cover letter that demonstrates your understanding of Forge Global's mission and values, and your fit for the role
- Prepare examples of email campaigns you've managed and their outcomes to discuss during the interview
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
