Job description

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, EquityZen delivers 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, EquityZen is on a mission to deliver “Private Markets for the Public.” Equi tyZen is 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 of EquityZen’s performance 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. • Support martech integration from EquityZen systems 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, and Mixpanel to generate actionable insights for leadership. • Partner with the broader Marketing, Content, and UX teams to ensure a cohesive and 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 with martech integration and transitions. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste morganstanley.com into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit : morganstanley.com .

Requirements

Must-haves

Design, build, and optimize automated lifecycle marketing journeys via HubSpot to engage investors and shareholders throughout their entire lifecycle (activation, retention, monetization, and deepening).
Support martech integration from EquityZen systems 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, and Mixpanel to generate actionable insights for leadership.
Partner with the broader Marketing, Content, and UX teams to ensure a cohesive and 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.
7+ years of progressive, hands-on experience in performance, growth, or lifecycle marketing, ideally within financial services, FinTech, or a regulated B2C industry.
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 with martech integration and transitions.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Nice-to-haves

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

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: eightfold
Effort: medium