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Open nowPosted 37 days ago

Wealth & Lending Marketing Specialist

Blue Cube Services5 open roles

Where
Philippines
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Your applicationOpen nowWealth & Lending Marketing SpecialistBlue Cube Services · Philippines

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The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market. Blue Cube Services postings stay open a median of 5 days.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 37 days ago

Blue Cube Services median: 5 days open

The posting

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
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