Head of Lifecycle Marketing

🏆 🎉 🏆 We're proud to announce we've won Advice firm of the year at the Money Marketing Awards 🏆 🎉 🏆

We’re looking for a Head of Lifecycle Marketing to define, lead and deliver the strategies that activate and retain our fast-growing customer base.

You’ll report to the Head of Marketing and own the vision for how we use lifecycle marketing to drive growth and revenue. That means setting the strategy, inspiring the team and applying data in creative ways to bring customer journeys to life. 

This is a role for someone who understands the art and science of lifecycle marketing, and can move fast to turn ideas into results.

You’ll likely come from a background in investment platforms, gaming or financial services - industries where using detailed data to engage, retain and monetise customers is second nature

About Octopus Money

At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.

The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.

There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!

With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.

We believe everyone deserves personal, 1-to-1 advice with their money.

In this role, you’ll be responsible for

• Building lifecycle programmes from the ground up: Establishing the tools, frameworks and journeys needed to activate new customer segments, starting with the integration of Virgin Money Investments customers in 2026.
• Unlocking opportunities with existing clients: Identify and act on untapped segments across customer and product 
• Reporting and innovation: Regularly track and share the health of our customer base with the leadership team.
• Leading the team: Establish a culture of pace, attention to detail and accountability for the numbers

Success in this role is grounded in:

• The commercial uplift you deliver
  Owning revenue impact from lifecycle marketing measured by improvements in retention, cross-sell and customer lifetime value. 
• The creativity you apply to data
  Uncovering real customer insight — then using your ingenuity to turn those insights into journeys and campaigns that feel distinctively Octopus. 
• The speed and agility of your campaigns
  Delivering initiatives in days, not months. You’ll create a culture of pace, experimentation and attention to detail. 
• The leadership impact you make
  Your ability to set vision, create clarity and enable your team to execute with confidence, attention to detail and creativity.

What you’ll bring

• 10+ years in CRM, lifecycle marketing or customer growth, with a track record of leading teams and delivering measurable commercial impact.
• Experience managing CRM migrations and tool implementations, ensuring smooth transitions while setting the business up for scale.
• Strong creative instincts from subject lines and copy to end-to-end customer journeys that feel distinctively Octopus.
• An eye for detail combined with the ability to move at pace: creating a centre of excellence in lifecycle marketing while delivering campaigns in days, not months.
• A proven ability to balance data and insight with creativity, turning numbers into ideas that engage customers and drive results.

In return for your contribution, we offer a base salary of £85,000 - £95,000 DOE + benefits.

Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.

About Octopus Group
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.

Perks & Benefits

Make a difference
We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.

Flexible working
We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.

Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. NB - Due to compliance regulations this does not apply to individuals that give regulated financial advice.

Join a great team
We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.

Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.

Share incentive plan and team bonus
Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals.

Pension, enhanced parental leave, private medical insurance & other perks
As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future! 

--

We believe in equal financial education for everybody, no matter their background.  We pride ourselves on building an inclusive working environment where diversity is celebrated.

We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you require support completing your application please contact Luke Stepney, Head of Talent at applications@octopusmoney.com