Wealth Managers with Digital Marketing background

RetireWell India; Bandra; Hybrid; INR 1,400,000 - 2,100,000; Full time

Benefits offered by this job

Competitive salary and incentives

Collaborative environment with access

Opportunities to scale budgets and new

Job summary

RetireWell India, based in Bandra, is seeking a Performance Marketing Manager to lead end-to-end lead generation for high-ticket MF and PMS offerings. The role blends digital acquisition with investing insights to engage HNWIs on LinkedIn and Instagram and drive qualified meetings.

You will design paid campaigns, own CPL/lead-to-conversion metrics, write compelling ad copy, ensure SEBI-compliant assets, and work with a research-backed wealth team. Hybrid, full-time, India-based.

Qualifications

• 2–5 years of hands-on performance marketing with LinkedIn and Meta Ads exposure.
• Strong knowledge of Indian financial markets, mutual funds, and PMS.
• Experience in lead generation for high-ticket services, luxury brands, real estate, or fintech/wealth tech.
• Analytical skills with proficiency in Google Analytics, attribution tracking, and CRM tools.
• Balance creative storytelling on Instagram with institutional credibility on LinkedIn.

Responsibilities

• Design, deploy, and manage paid campaigns on LinkedIn and Meta for affluent audiences.
• Own CPL and lead-to-conversion metrics for MF & PMS products.
• Write ad copy and collaborate with design teams for compliant financial creatives.
• Build, test, and optimize landing pages, lead forms, and nurturing sequences.
• Ensure SEBI-compliant investment advertising assets.
• Monitor and report campaign performance daily to scale budgets.

Skills

LinkedIn Ads Manager

Meta Ads Manager

Financial markets knowledge

Lead generation

Analytics & CRM tools

Education

CFP / NISM certifications

Finance/Wealth management background

SEBI guidelines knowledge

Tools

Google Analytics

CRM software

Marketing automation

Job description

Job Title: Performance Marketing Manager (Investments & HNW Lead Generation)

Employment Type: Full-time

About Us

We are a growing financial services firm specializing in premium investment solutions, including Mutual Funds (MF) and Portfolio Management Services (PMS). We help clients navigate complex market landscapes and grow their wealth through structured, research-backed investment strategies.

Role Overview

We are looking for a unique, hybrid talent: a Performance Marketing Manager who deeply understands both digital acquisition and the nuances of the financial markets. In this role, you will own the end-to-end lead generation pipeline for our high-ticket Mutual Fund and PMS investment offerings.

You are a perfect fit if you can speak the language of an investor (Alpha, CAGR, Asset Allocation) and possess the technical execution skills to target, hook, and convert High-Net-Worth Individuals (HNWIs) on platforms like LinkedIn and Instagram.

Key Responsibilities

• Strategy & Execution: Design, deploy, and manage paid acquisition campaigns across LinkedIn and Meta (Instagram/Facebook) specifically targeting affluent retail and HNWI audiences.
• Lead Generation: Own the cost-per-lead (CPL) and lead-to-conversion metrics for premium investment products (MF & PMS).
• Copywriting & Creative Collaboration: Write high-converting ad copy and collaborate with design teams to produce compliant, engaging financial creatives (reels, carousels, thought-leadership ads).
• Funnel Optimization: Build, test, and optimize landing pages, lead forms, and nurturing sequences to turn cold leads into qualified meetings for our wealth management team.
• Regulatory Compliance: Maintain a strict understanding of SEBI guidelines regarding investment advertising, ensuring all marketing assets are fully compliant.
• Data Analysis: Monitor, analyze, and report on campaign performance metrics daily, using insights to scale budgets efficiently.

Required Skills & Qualifications

• 2–5 years of hands-on performance marketing experience, with a proven track record on LinkedIn Ads Manager and Meta Ads Manager.
• Strong baseline knowledge of Indian financial markets, Mutual Funds, and PMS structures.
• Direct experience in lead generation for high-ticket services, luxury brands, real estate, or fintech/wealth tech is highly preferred.
• Exceptional analytical skills with proficiency in Google Analytics, attribution tracking, and CRM tools.
• Ability to balance creative visual storytelling (for Instagram) with institutional credibility (for LinkedIn).

What We Offer

• Competitive salary and performance-linked incentives based on qualified lead pipeline metrics.
• A highly collaborative environment with direct exposure to investment strategies and fund managers.
• Opportunities to scale budgets and pioneer new marketing channels.

Company Description

RetireWell India is a lifelong wealth creation partner that helps individuals convert salaries into long-term assets through wise, tax-efficient investing across ages and income levels. Founded by Shekhar Singh, an award-winning SEBI-registered ex–Goldman Sachs Fund Manager with 27+ years in Indian markets and an IIM Bangalore background, the firm combines institutional-grade research, core technology, and deeply personalized, risk-adjusted advice. RetireWell India specializes in curated mutual fund portfolios and PMS services, following an ethical, transparent, research-driven process that seeks to protect downside while preserving strong return potential. Each client engagement starts with a proprietary framework that maps financial goals, risk appetite, and money personality, supported by an in-house research platform tracking over 1,000+ Indian corporates and a large mutual fund universe. All investments are executed through client-owned, secure, OTP-enabled accounts, with clear visibility into asset allocation, scheme selection, and the research rationale behind every recommendation.

Role Description

This is a full-time hybrid role for Wealth Managers with a strong Digital Marketing background, based in Bandra with some flexibility for work from home. The Wealth Manager will engage with prospective and existing clients, conduct financial goal assessments, design personalized investment and retirement plans, and manage portfolios using the firm’s research framework. Day-to-day work includes recommending mutual funds and other suitable investment solutions, monitoring portfolio performance, and providing proactive communication and reporting to clients. The role also involves leveraging digital marketing channels to generate leads, build brand presence, create investor-focused content, and support online campaigns and webinars. The Wealth Manager will collaborate closely with the founder and research team, follow compliance and regulatory guidelines, and maintain high standards of ethical, client-centric advisory.

Qualifications

• Candidates should possess strong skills in Financial Planning and Insurance to design comprehensive, goal-based solutions for diverse client profiles.
• Candidates should possess sound Finance knowledge to interpret market trends, explain risk-return trade-offs, and support research-driven recommendations.
• Relevant experience in wealth management, financial advisory, or investment sales, preferably with exposure to mutual funds and PMS products.
• Background or certifications such as CFP, NISM or other SEBI-recognized qualifications are an advantage.
• Proficiency in digital marketing tools and channels (social media, email campaigns, content marketing, webinars) to drive client acquisition and engagement.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in simple, client-friendly