Wealth & Lending Marketing Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Take charge of the marketing strategy and roadmap for consumer VIP wealth management and lending initiatives.

• Establish positioning, messaging, and value propositions tailored for mass-affluent, VIP, and high-net-worth demographics.

• Identify key customer segments and create acquisition, deepening, and retention programs.

• Plan and implement paid, owned, and earned acquisition campaigns to drive sign-ups, deposits, AUM, and loan originations.

• Collaborate with growth and performance marketing teams to scale successful initiatives and explore new channels.

• Develop referral, partner, and ambassador programs targeting premium financial audiences.

• Monitor and report on AUM, net new deposits, loan book size, revenue, retention, and CAC/LTV metrics.

• Design lifecycle programs across email, push notifications, in-app communications, and CRM platforms.

• Create personalized VIP communications and retention strategies, including wealth and lending cross-sell opportunities.

• Simplify complex wealth and lending concepts into clear, trustworthy messaging.

• Produce or commission landing pages, product guides, comparison content, case studies, and educational resources.

• Collaborate with research and content teams on wealth and lending-related content.

• Work alongside wealth and lending product teams on roadmap planning, product launches, and in-product experiences.

• Coordinate with compliance and legal departments to ensure accurate and compliant marketing practices.

• Partner with brand, growth, content, social, and lifecycle teams throughout the customer journey.

• Establish positioning frameworks, measurable acquisition and lifecycle programs, transparent KPI dashboards, and demonstrable growth over six months.

⛳️ Requirements

• 5–7 years of marketing experience, with significant time dedicated to managing consumer financial products from start to finish.

• Proven track record of growing a product based on concrete commercial KPIs (AUM, deposits, loan originations, revenue, retention).

• Strong strategic instincts coupled with a hands-on approach to executing work.

• Excellent written English skills and the ability to convey sensitive financial concepts clearly and credibly.

• Comfortable working with data: defining the funnel, establishing KPIs, and leveraging analytics for decision-making.

• Experience collaborating with compliance and legal teams on regulated financial marketing efforts.

• Self-starter mentality; capable of setting direction, prioritizing tasks, and operating independently in a dynamic environment.

• Based in the Philippines.

• Direct experience in marketing wealth management, private banking, lending, or crypto yield/lending products is a plus.

• Familiarity with crypto, digital assets, and the broader institutional and high-net-worth landscape is advantageous.

• Experience marketing to VIP or high-net-worth audiences is a plus.

• Knowledge of crypto-specific channels and communities is a plus.

• Comfort using AI tools is a plus.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional growth and development.

• Flexible working hours and a supportive work environment.

• Access to premium financial tools and resources.