Wealth & Lending Marketing Specialist

<p><strong>Location:</strong> Remote, Philippines <br><strong>Reports to:</strong> Chief Marketing Officer <br><strong>Experience:</strong> 5–7 years in consumer marketing, ideally with exposure to wealth management, lending, fintech, crypto, or premium/VIP financial products</p> <h3> </h3> <h3><strong>Role Overview</strong></h3> <p>We are hiring a Wealth & Lending Marketing Specialist to own the growth of two of our most strategic consumer products: our <strong>VIP wealth management program</strong> and our <strong>lending program</strong>. 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.</p> <p> </p> <h3><strong>Key Responsibilities</strong></h3> <h4><strong>Strategy and positioning</strong></h4> <ul> <li>Own the marketing strategy and roadmap for both the consumer VIP wealth management program and the lending program</li> <li>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</li> <li>Identify the most valuable customer segments and design programs to acquire, deepen, and retain them</li> </ul> <h4><strong>Acquisition and growth</strong></h4> <ul> <li>Plan and execute acquisition campaigns across paid, owned, and earned channels to drive qualified sign-ups, deposits, AUM, and loan originations</li> <li>Work with the growth and performance marketing teams to scale what is working and unlock new channels</li> <li>Build referral, partner, and ambassador motions appropriate to a premium financial audience</li> <li>Set, track, and report on the core commercial KPIs: AUM, net new deposits, loan book size, revenue, retention, and CAC/LTV</li> </ul> <h4><strong>Lifecycle and retention</strong></h4> <ul> <li>Design and run lifecycle programs across email, push, in-app, and CRM to onboard, educate, upsell, and retain wealth and lending customers</li> <li>Create high-touch communications appropriate to a VIP audience, including bespoke updates, exclusive content, and relationship-driven moments</li> <li>Build retention programs that increase wallet share over time, including cross-sell between wealth and lending</li> </ul> <h4><strong>Product marketing and content</strong></h4> <ul> <li>Translate complex wealth and lending mechanics (yield sources, custody, risk, collateralisation, LTV, liquidation, fees) into clear, trustworthy, audience-appropriate copy</li> <li>Produce or commission the assets needed across the funnel. Landing pages, product guides, comparison content, case studies, and educational material</li> <li>Partner with research and content teams to build a steady drumbeat of high-quality wealth and lending content</li> </ul> <h4><strong>Cross-functional collaboration</strong></h4> <ul> <li>Work closely with the wealth and lending product teams to shape the roadmap, launches, and in-product experience from a customer perspective</li> <li>Coordinate with compliance and legal to ensure all marketing is accurate, compliant, and appropriate for the jurisdictions in scope</li> <li>Partner with the broader marketing org (brand, growth, content, social, lifecycle) to ensure a coherent experience across the customer journey</li> </ul> <h3> </h3> <h3><strong>Requirements