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