Wealth & Lending Marketing Specialist
Wealth & Lending Marketing Specialist Location: Remote, Philippines Reports to: Chief Marketing Officer Experience: 5–7 years in consumer marketing, ideally with exposure to wealth management, lending, fintech, crypto, or premium/VIP financial products Role Overview We are hiring a Wealth & Lending Marketing Specialist to own the growth of two of our most strategic consumer products: our VIP wealth management program and our lending program. This is a senior IC-style role responsible for the full marketing mix across both products. Strategy, positioning, acquisition, lifecycle, and retention. With a clear mandate to grow assets, loans, and revenue.
Key Responsibilities
Strategy and positioning Own the marketing strategy and roadmap for both the consumer VIP wealth management program and the lending program Define and continuously sharpen the positioning, messaging, and value propositions for each product, including the differences between mass-affluent, VIP, and high-net-worth audiences Identify the most valuable customer segments and design programs to acquire, deepen, and retain them Acquisition and growth Plan and execute acquisition campaigns across paid, owned, and earned channels to drive qualified sign-ups, deposits, AUM, and loan originations Work with the growth and performance marketing teams to scale what is working and unlock new channels Build referral, partner, and ambassador motions appropriate to a premium financial audience Set, track, and report on the core commercial KPIs: AUM, net new deposits, loan book size, revenue, retention, and CAC/LTV Lifecycle and retention Design and run lifecycle programs across email, push, in-app, and CRM to onboard, educate, upsell, and retain wealth and lending customers Create high-touch communications appropriate to a VIP audience, including bespoke updates, exclusive content, and relationship-driven moments Build retention programs that increase wallet share over time, including cross-sell between wealth and lending Product marketing and content Translate complex wealth and lending mechanics (yield sources, custody, risk, collateralisation, LTV, liquidation, fees) into clear, trustworthy, audience-appropriate copy Produce or commission the assets needed across the funnel. Landing pages, product guides, comparison content, case studies, and educational material Partner with research and content teams to build a steady drumbeat of high-quality wealth and lending content Cross-functional collaboration Work closely with the wealth and lending product teams to shape the roadmap, launches, and in-product experience from a customer perspective Coordinate with compliance and legal to ensure all marketing is accurate, compliant, and appropriate for the jurisdictions in scope Partner with the broader marketing org (brand, growth, content, social, lifecycle) to ensure a coherent experience across the customer journey Requirements 5–7 years of marketing experience, with meaningful time spent owning consumer financial products end-to-end Demonstrable track record growing a product against hard commercial KPIs (AUM, deposits, loan originations, revenue, retention) Strong strategic instincts paired with a willingness to roll up your sleeves and ship the work Strong written English and the ability to communicate sensitive financial concepts clearly and credibly Comfort working with data. Defining the funnel, setting KPIs, and using analytics to make decisions Experience working with compliance and legal teams on regulated financial marketing Self-starter mindset. Happy to set direction, prioritise, and operate autonomously in a fast-moving environment
Nice to Have
Direct experience marketing wealth management, private banking, lending, or crypto yield/lending products Working knowledge of crypto, digital assets, and the broader institutional and HNW landscape Experience marketing to VIP or HNW audiences with appropriate tone, channels, and white-glove tactics Familiarity with crypto-specific channels and communities (X/Twitter, Telegram, KOLs, on-chain campaigns) Comfort using AI tooling to accelerate content, segmentation, personalisation, and analysis What Success Looks Like in the First 6 Months Clear, agreed positioning and messaging frameworks for both the VIP wealth program and the lending program Live, measurable acquisition and lifecycle programs running across both products Transparent dashboards tracking AUM, deposits, loan originations, retention, and CAC Demonstrable growth in the core commercial KPIs attributable to marketing work Apply To This Job