Manager, Wealth Management (Marketing focus)

Key Responsibilities

• Strategy & Planning: Develop and implement integrated marketing plans to achieve business objectives for user acquisition, activation, and trading volume growth. Own the end-to-end content creation process for marketing campaigns. 
• Go-to-Market: Lead the marketing strategy and launch execution for new product features and services.
• Content creation: Assist in content drafting, compliant marketing copy for various channels, across in-app and paid ad creations.
• Campaign Management: Lead the end-to-end execution of multi-channel marketing campaigns, from conceptualization to implementation and evaluation.
• Performance Monitoring: Strong sense of ownership to monitor performance metrics (KPIs) daily to quickly identify trends, optimize campaigns in real-time, and maximize return on investment (ROI).
• Market Analysis: Maintain a deep understanding of market trends, competitor activities, and customer sentiments to identify new opportunities and ensure our marketing is timely and relevant.
• Stakeholder Management: Collaborate closely with key internal partners including Product, Compliance, Legal, and Data teams to ensure all marketing initiatives are effective, compliant, and aligned to business goals.

Qualifications & Skills

• Must-Have: Minimum of 7 years of experience in a marketing or content role within a bank or licensed financial institution.
• Education: Bachelor's degree in Marketing, Communications, Business, or a related field.
• Expertise: Hands-on experience marketing investment or wealth management products (e.g., equities, funds, structured products) is highly preferred.
• Exceptional Writing Skills: Proven ability to draft high-impact, accurate, and compliant marketing content for the financial services industry. Ability to tailor tone and message for different channels and target audiences.
• Data-Driven: Exceptionally numerate with a proven track record of monitoring, analyzing, and acting on daily KPIs to drive business results.
• Proactive & Commercial Mindset: A self-starter with a strong sense of ownership, able to operate proactively in a fast-paced environment and focused on delivering tangible commercial outcomes.
• Collaborative Partner: Excellent communication and interpersonal skills, with a demonstrated ability to manage multiple stakeholders and build strong cross-functional relationships.