Role Description
We are seeking a Chief Marketing Officer (CMO) to lead the development and execution of a global marketing and brand strategy for a premium financial services platform. This role sits within the executive leadership team and is responsible for positioning the business as a trusted partner for high-net-worth and ultra-high-net-worth individuals, family offices, and institutional investors. The CMO will drive brand authority, client acquisition, and market presence through a combination of strategic partnerships, targeted engagement, and data-driven marketing initiatives.
Key Responsibilities
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Brand Strategy & Positioning:
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Define and execute global brand strategy within the wealth management and investment landscape
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Build a differentiated positioning targeting HNWI/UHNWI and institutional audiences
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Ensure consistency across all markets and communication channels
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Client Acquisition Strategy:
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Develop targeted acquisition strategies for HNWI, UHNWI, and family offices
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Build long-term relationship-driven marketing funnels
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Segment and tailor outreach for private investors and institutional partners
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Marketing Channels & Communication:
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Manage a multi-channel ecosystem including:
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Private events and exclusive forums
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Strategic partnerships
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Digital platforms and thought leadership
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Ensure communication reflects a premium, discreet, and high-trust positioning
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Strategic Partnerships & Market Presence:
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Establish relationships across financial ecosystems, family offices, and private banking networks
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Lead high-profile events, forums, and industry collaborations
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Expand presence across key global financial hubs
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Content, PR & Thought Leadership:
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Oversee production of market insights, research, and investor-focused content
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Drive PR strategy and executive visibility
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Position leadership as industry thought leaders
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Digital Strategy & Performance:
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Lead digital marketing strategy (web, SEO, campaigns, investor communications)
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Implement data-driven KPIs and performance tracking
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Continuously optimize campaigns and client engagement models
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Leadership & Collaboration:
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Build and lead a high-performing marketing function
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Partner with investment, product, and business development teams
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Align marketing with revenue and client growth objectives
Qualifications
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10+ years in senior marketing leadership roles within financial services (wealth management, private banking, fintech, asset management)
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Proven experience marketing to HNWI/UHNWI audiences
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Strong track record in building premium brands and driving client acquisition
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Experience in complex, low-awareness or long sales cycle products
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Exposure to global or multi-market campaigns
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Strong background in partnerships, PR, and high-level events
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Data-driven mindset with experience in marketing analytics
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Excellent leadership and stakeholder management skills
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Fluent English required
Nice to Have
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Experience with family offices or international investors
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Background in fintech or alternative investments
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Understanding of regulatory environments