Head of Lifecycle Marketing

As Head of Lifecycle Marketing, you will own how Trade Nation moves customers through the funnel: sign up, KYC, first deposit (FTD), first trade (FTT), and sustained trading activity. You will build the lifecycle function from the ground up, set the roadmap, and run the programs and experiments that improve activation, retention, and customer value.

This is a hands-on role. You will combine journey design, marketing operations, and measurement. You will work closely with Product, Data, Sales, and Compliance to ensure lifecycle activity is measurable, compliant, and tied to business outcomes.

Trade Nation is a regulated CFD and Spread Betting broker. Our commercial outcomes depend on funded, active traders, and on trust. Lifecycle communications must reflect how we win: clear costs, fixed spreads where available, and a straightforward, fair customer experience.

Who we are

Trade Nation is a global CFD and spread betting broker. We help traders make better decisions through clear market insights, transparent pricing and fairer approach to trading.

Since 2014, we’ve grown into a market-leading, low-cost broker with our headquarters in London and offices across Europe, South Africa, Asia-Pacific, and key offshore regions including the Caribbean and Indian Ocean. Our platform is available in 14 languages, making it accessible to traders worldwide.

Built on transparency and trust, and driven by our people, our focus is simple: helping customers trade more effectively. We do that by keeping costs low, cutting unnecessary complexity and using technology to put traders first.

Our commitments to each other

We have each other’s backs

There when we need each other most

 We challenge each other

Be more creative, more curious, more bold

We thrive together

Taking our work to the next level

We form strong bonds

Through team building and social events

We don’t judge

Instead, we teach and are open to learning

We step up

Taking ownership and supporting each other to do the same

Responsibilities

You will be responsible for the following key duties and responsibilities: 

Strategy and operating model

• Setting lifecycle priorities across markets, aligned to sign-up, KYC, FTD, FTT, and active trader milestones.
• Establishing clear planning, QA, and approval processes that balance speed, compliance, and measurement.
• Building the foundations to scale the function over time, including team structure and tooling.
• Owning the lifecycle roadmap, execution, and results across the funnel; defining what good looks like at each stage and build the programs, triggers, and reporting to deliver it.

Funnel ownership and journey design

• Owning the end-to-end customer journey from first contact to ongoing trading.
• Identifying friction points and designing practical interventions.
• Aligning journeys to product realities such as onboarding, funding, platform use, and education.
• Ensuring all communications reflect clear costs, clear risk messaging, and Trade Nation’s tone.

Segmentation, triggers, and infrastructure

• Defining behaviour-led segmentation based on intent, funnel stage, region, and engagement.
• Partnering with Data and Engineering to ensure reliable event tracking and trigger logic.
• Owning lifecycle logic in HubSpot, including stages, suppression rules, and deliverability standards.

Program execution

• Building and running onboarding, activation, retention, and reactivation journeys.
• Improving conversion to KYC approval, FTD, FTT, and sustained activity.
• Maintaining clear content standards and approved templates across entities.

Sales integration

• Defining which segments remain automated and which route to Sales.
• Setting clear handoff rules, SLAs, and feedback loops back into CRM.
• Ensuring lifecycle and sales activity are coordinated and consistent.

Compliance and governance

• Maintaining a repeatable approval process across entities.
• Ensuring messaging meets financial promotions standards.
• Keeping audit-ready documentation and manage consent and suppression logic.

Experimentation and reporting

• Running structured tests across key funnel stages.
• Defining and tracking KPIs such as stage conversion, time-to-event, retention, and cohort value.
• Providing clear weekly and monthly reporting to senior stakeholders.

Requirements

• Proven experience owning lifecycle or CRM for a measurable activation funnel.
• Strong hands-on CRM capability, ideally HubSpot, including segmentation and workflows.
• Solid understanding of funnel metrics and experimentation; comfortable working with data and dashboards.
• Experience working with Product, Data, Engineering, and Sales.
• Good judgement in regulated communications and approvals.
• Experience leading a small team and delivering through others.

Preferred requirements

• Experience in trading, investing, fintech, or other regulated sectors.
• Experience operating across multiple regions or entities.
• Experience combining lifecycle automation with Sales follow-up.
• Experience with in-app or push messaging and product analytics tools.

Benefits

• Competitive salary, and discretionary annual bonus.

• Private healthcare.
• Personal protection insurances
• Active Lifestyle allowance.
• Annual leave above minimum entitlement.
• Up to 3 weeks allowance to work in any location.
• Enhanced parental leave packages.