Role Description
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, including strategy, positioning, acquisition, lifecycle, and retention, with a clear mandate to grow assets, loans, and revenue.
Key Responsibilities
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Strategy and positioning:
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Own the marketing strategy and roadmap for both the consumer VIP wealth management program and the lending program.
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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.
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Identify the most valuable customer segments and design programs to acquire, deepen, and retain them.
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Acquisition and growth:
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Plan and execute acquisition campaigns across paid, owned, and earned channels to drive qualified sign-ups, deposits, AUM, and loan originations.
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Work with the growth and performance marketing teams to scale what is working and unlock new channels.
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Build referral, partner, and ambassador motions appropriate to a premium financial audience.
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Set, track, and report on the core commercial KPIs: AUM, net new deposits, loan book size, revenue, retention, and CAC/LTV.
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Lifecycle and retention:
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Design and run lifecycle programs across email, push, in-app, and CRM to onboard, educate, upsell, and retain wealth and lending customers.
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Create high-touch communications appropriate to a VIP audience, including bespoke updates, exclusive content, and relationship-driven moments.
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Build retention programs that increase wallet share over time, including cross-sell between wealth and lending.
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Product marketing and content:
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Translate complex wealth and lending mechanics (yield sources, custody, risk, collateralisation, LTV, liquidation, fees) into clear, trustworthy, audience-appropriate copy.
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Produce or commission the assets needed across the funnel, including landing pages, product guides, comparison content, case studies, and educational material.
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Partner with research and content teams to build a steady drumbeat of high-quality wealth and lending content.
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Cross-functional collaboration:
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Work closely with the wealth and lending product teams to shape the roadmap, launches, and in-product experience from a customer perspective.
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Coordinate with compliance and legal to ensure all marketing is accurate, compliant, and appropriate for the jurisdictions in scope.
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Partner with the broader marketing org (brand, growth, content, social, lifecycle) to ensure a coherent experience across the customer journey.
Qualifications
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5β7 years of marketing experience, with meaningful time spent owning consumer financial products end-to-end.
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Demonstrable track record growing a product against hard commercial KPIs (AUM, deposits, loan originations, revenue, retention).
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Strong strategic instincts paired with a willingness to roll up your sleeves and ship the work.
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Strong written English and the ability to communicate sensitive financial concepts clearly and credibly.
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Comfort working with data, defining the funnel, setting KPIs, and using analytics to make decisions.
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Experience working with compliance and legal teams on regulated financial marketing.
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Self-starter mindset, happy to set direction, prioritise, and operate autonomously in a fast-moving environment.
Nice to Have
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Direct experience marketing wealth management, private banking, lending, or crypto yield/lending products.
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Working knowledge of crypto, digital assets, and the broader institutional and HNW landscape.
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Experience marketing to VIP or HNW audiences with appropriate tone, channels, and white-glove tactics.
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Familiarity with crypto-specific channels and communities (X/Twitter, Telegram, KOLs, on-chain campaigns).
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Comfort using AI tooling to accelerate content, segmentation, personalisation, and analysis.
What Success Looks Like in the First 6 Months
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Clear, agreed positioning and messaging frameworks for both the VIP wealth program and the lending program.
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Live, measurable acquisition and lifecycle programs running across both products.
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Transparent dashboards tracking AUM, deposits, loan originations, retention, and CAC.
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Demonstrable growth in the core commercial KPIs attributable to marketing work.