Crm Marketing Manager

2 weeks ago Be among the first 25 applicants Selfwealth operates as part of Syfe group - one of the largest investment platforms in APAC with over US$10 billion in assets under administration.
Together, we aim to shape the future of wealth for millions during Australia's largest generational wealth transfer in history by delivering innovative tools and experiences for anyone ready to build real, long-term wealth.
About the role At Selfwealth, we're looking to rewrite the rules of wealth building in Australia.
We believe Australian investors deserve more: more access, more transparency, and more control over their financial futures.
We've already helped hundreds of thousands of Aussies start their investing journey—and now, backed by Syfe (one of Asia's fastest-growing wealth platforms), we're gearing up for our next chapter.
As we expand our platform and grow our customer base, we're looking for a CRM & Engagement Marketer who can help to give every new investors a first-class introduction to investing and offer continued support for them across their investing journey across every touch point.
This means you'll be the lead of our lifecycle marketing efforts, owning how and when we speak to our customers across channels.
You'll also shape our content engine, from newsletters to blog posts - to help Australians feel smarter and more confident about their money.
If you love blending storytelling, automation, and customer insight, this role is for you.
What You'll Be Doing Design and deploy CRM campaigns across email, push notifications, and in-app messaging to help investors get the most value out of our product Monitor customer drop-off points and friction in the journey, then work with product and marketing to close those gaps through messaging and nudges.
Partner with our central CRM team to configure journeys in our CRM tool — ensuring triggers, segments, and events are functioning properly.
Support teams on the development of local campaigns, including creative and copywriting, for lifecycle and retention flows.
Track performance across KPIs (opens, clicks, conversions, LTV impact) and implement structured A/B testing.
Own the distribution and strategy for our newsletter, working with our content & product marketing manager, product, and compliance to deliver market commentary, product updates, and investor tips that build trust and confidence.
Ensure all content is localized for tone, financial literacy, and relevance to Australian investors — from beginners to advanced traders Work cross-functionally with the central CRM product owner to ensure your market's campaigns are automated, modular, and built on a solid data foundation.
Maintain and update templates, personalization blocks, audience segments, and decision logic within CRM tools.
Support major product launches, promotions, and brand campaigns with coordinated lifecycle messaging plans.
Who You Are4–6 years of experience in CRM, lifecycle marketing, or engagement roles, ideally in consumer-facing start-up or high-growth consumer tech environments.
You're experienced in building and managing customer campaigns You're ok to shift from CRM set up to writing draft copy Hands-on experience with managing CRM platforms and ensuring they're fit for use You're confident using dashboards and utilizing testing frameworks to inform decisions Comfortable working within a start-up environment that's hands-on and fast moving What you'll get: Join a growing start-up shaping the Australian investment landscape The opportunity to build and grow a marketing function Access to world-class marketing tools, product support, and data infrastructure An office location in Melbourne CBD, with a fully stocked pantry Premium Selfwealth trading account & 20 free trades per quarter If you're ready to play a leading role in redefining how Australians invest and want to join a business where your impact will be felt from day one—we'd love to hear from you.
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