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