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

Lead and transform the marketing organization by driving data-driven strategies, enhancing digital customer experiences, and expanding market reach through innovative acquisition and brand loyalty initiatives. Foster a high-performance culture and...

• Guide the strategic vision and direction of marketing initiatives • Develop and execute go to market strategies that support the growth goals of DEWALT • Ensure strategies are grounded in user value creation and market needs • Prioritize cross-product and cross-functional marketing initiatives for maximum impact • Consult with product and business leaders on key marketing initiatives • Collaborate with cross-functional leaders for marketing effectiveness • Prepare and deliver strategic marketing plans and regular updates to SBD leadership • Manage go-to-market team responsible for content, campaigns and events • Lead quarterly planning sessions to align team objectives with annual goals • Track and report on key performance indicators • Oversee planning and execution of trade shows and events • Plan and maintain budget and track spending against that budget • Identify and cultivate strategic partnerships that advance marketing and business objectives

• Develop and implement cohesive go-to-market strategies that drive growth for our largest solution, Invoice Simple, in a product led growth environment • Be accountable for customer acquisition, conversion rates, and revenue growth, not just top-of-funnel volume • Identify and remove friction across the user journey to improve LTV and payback • Define and execute the marketing PLG roadmap in partnership with Product and Data • Drive marketing onboarding optimization, in-product conversion, pricing & packaging inputs, and lifecycle engagement • Translate user behavior and product signals into growth opportunities • Build and scale a rigorous experimentation culture (A/B testing, geo-testing, incrementality) • Prioritize and execute high-impact tests across acquisition channels, onboarding, and in-product experiences • Serve as team lead, directly supervising a team of talented, high-functioning managers and specialists across product marketing, acquisition, retention, lifecycle and partner management • Lead a team dedicated to improving the customer experience from acquisition to retention • Develop and lead lifecycle marketing strategy, including acquisition, engagement, and retention campaigns • Partner with central services marketing teams to bring multi-faceted strategies and campaigns to life, leading with an integrating marketing approach • Coordinate heavily with market leaders, growth and product leaders, and concisely analyze, report, and present performance and growth trends weekly, monthly, and quarterly • Accountable for delivery of demand generation programs for both existing customers and prospects, including digital, email, cross-sell, partners, webinars, and events • Measure and report on the effectiveness of all marketing programs and campaigns with the purpose of improving resource allocation, efficiency, and revenue generation • Support the content and brand strategies with optimization of market messaging and positioning; work with the creative, demand generation, and communications teams to amplify thought leadership, perceived value, and awareness of our brand(s) • Manage and allocate budget with a tight focus on product pipeline impact and in line with the financial year, quarter, and monthly allocations