Growth Lead – GTM & Acquisition (Wealth Management)

Company Overview

Cambridge Wealth, a fast growing Indian HNI Wealth Brand with customers in over 12 countries and 125 cities,, stands as a premier player in the Wealth and Mutual Fund distribution sector. Awarded by Industry leaders, with over 98% repeat buys and a 40% referal rate, Cambridge Wealth has been one of the strongest brand and service propositions over the past few years in the Indian HNI Wealth space. We have been a well-kept secret with a mature focused product and winning service and performance. You will come in to change that.

Our emphasis on a Customer Centric approach has helped us build a solid foundation and we are now ready to scale to a national level.   Our culture thrives on ownership and excellence, backed by a founding team with a proven track record of delivering industry-leading product and financial experiences with PwC Global and EY. If you would like to join us at this exciting stage as a lead contributor to the Growth team, write in!

(Our website:
Cambridge Wealth
)

Job Description

As the Growth Lead at Cambridge Wealth, you will own how we find, win and grow UHNI, HNI and NRI clients in India and abroad, from the first touch to a funded, well-serviced relationship. We are looking for a builder who is as comfortable shaping a go-to-market plan as running a small experiment on Monday, reading the numbers on Friday, and changing course on the following Monday. You will work directly with the founders and team leads, in an agile startup, where your decisions show up in the numbers quickly.

Responsibilities

• Own the growth and go-to-market strategy for UHNI, HNI and NRI segments: ideal client profiles, positioning, messaging, channel mix and targets.
• Run a disciplined experimentation cycle (hypothesis, test, measure, scale or stop). Maintain an experiment backlog and a learnings log that the whole team can use.
• Build and manage acquisition channels, including content and SEO, LinkedIn and social, webinars and events, referral and professional partnerships, and NRI-focused outreach across geographies.
• Own the funnel end to end with the sales and relationship teams: lead capture, qualification, first meeting, onboarding and first investment experience.
• Set up and run monitoring: dashboards and regular reviews covering cost of acquisition, funnel conversion, lead quality, and business sourced per channel.
• Use automation and AI tools to scale lean, while keeping the human interface our investors value.
• Work with Product and Content on the website, onboarding journey and platform to improve conversion and activation.
• Work with Compliance so that all growth communication follows SEBI,AMFI and APMI guidelines.
• Track competitors, market trends and regulatory changes, and turn them into growth ideas.
• Brief and manage the content creators and associated agencies.

Requirements

• Proven track record owning growth, GTM or demand-generation outcomes, with results you can show in numbers. We weigh evidence of results over years of experience.
• Hands-on experience designing, running and analysing growth experiments across channels.
• Working knowledge of Financial/Wealth/Investment services and products in India (Mutual Funds, PMS, AIFs, SIFs, Insurance or similar), and/or experience attracting and servicing NRI, HNI or UHNI clients.
• Strong command of marketing and analytics tools: web analytics, CRM, marketing automation, SEO and paid media platforms, and dashboards.
• Strong ideation and execution: you generate ideas and also ship them.
• Excellent written and verbal communication, including simplifying financial concepts for sophisticated audiences.
• Comfort with data: you interpret numbers, question them, and act on them.
• Proactive mindset with the ability to take ownership of outcomes in a fast-moving startup.

Ideal Candidate Checklist

• Has led or built a growth or GTM function, in fintech, wealth, BFSI or another trust-led, high-ticket category.
• Understands how NRI, HNI and UHNI investors discover, evaluate and decide on a wealth partner.
• Experiments constantly, reads the results honestly, and iterates without attachment to the first idea.
• Knows regulatory limits on financial communication, or is quick to learn and respect them.
• Works comfortably with founders, sales, product and compliance in a flat, ownership-oriented culture.
• Results-driven, with a focus on measurable growth targets.
• Ready to work full-time from our Pune office in a startup environment.

Compensation

At par with industry standards, based on experience, skills, demonstrated ability to deliver impact and build an organisation around it (systems, processes, people). Path to equity.

Location

This is a full-time
WFO

position based at our headquarters at
Prabhat Road, Pune.

Our Hiring Process

1. You apply and answer a couple of quick questions [5 min]
2. People screening video interview [30 min]
3. Founder's interview [30 min], in person
4. Skills assessment: take-home growth challenge
5. Case interview [30 min], including a discussion around the submitted challenge
6. We make you an offer and proceed with reference and BGV checks