Vanguard is seeking a strategic and client-focused marketing leader to shape and drive the marketing strategy for our Wealth Management retail segment ($10M+ in AUA). This role sits at the intersection of client, product, and business strategy, translating complex business priorities into clear, effective marketing approaches that drive growth, engagement, and differentiation. You'll be responsible for creating marketing strategies that are critical to achieving business and client goals. This will include leading cross-functional teams to shape digital campaigns, cross-selling opportunities, thought leadership, content strategy, and relationship-deepening programs to help how Vanguard brings retail value propositions to life. This is a dynamic, high-visibility role for a seasoned, strategic marketing leader who can operate independently, collaborate effectively across teams, and influence stakeholders across a complex enterprise.
In this role, you will:
- Create and implement a multi-year marketing strategy for Wealth Management to expand distribution, engage and retain clients, and meet business goals with a positive ROI.
- Act as a strategic marketing advisor to Wealth Management leadership team by building relationships, offering insights to guide business direction, and ensuring full accountability for marketing.
- Guide matrixed marketing teams with clear strategies and foster collaboration to ensure effective campaign delivery.
- Provide strategic oversight for B2C spinal functions including channel, operations, creative, marketing technology, and analytics.
- Direct strategy of the media budget and collaborate with teams to optimize spending and adjust plans as needed.
- Build and maintain business and partner relationships across the enterprise to extend the impact of marketing through a connected sales funnel.
- Create and manage operational processes for Marketing Managers, that enables consistency and effectiveness with which the organization develops and delivers strategies.
- Lead and develop a team of marketing strategists - leaders and individual contributors - setting direction, driving accountability, and delivering against strategic goals. Strengthen leadership capability and team effectiveness through coaching, mentorship, and removing obstacles.
What it takes:
- 10+ years of marketing experience.
- Deep expertise in the investment and wealth management landscape, with a track record of building and executing consumer-facing strategies aligned to market trends, competition, and client needs.
- Proven strategic marketing leader with measurable business impact, able to develop, execute, and communicate plans that position offerings and drive results.
- Strong analytical and business acumen, using data, market insights, and financial understanding to inform acquisition and retention strategies and optimize marketing ROI.
- Trusted advisor to senior leaders, delivering strategic insights and innovative thinking that shape decisions and business direction.
- Broad marketing expertise across digital, content, brand, and positioning, with the ability to leverage experts to advance and optimize initiatives.
- Leads and influences matrixed teams, driving alignment, engagement, and results through strong communication.
- Highly collaborative, building strong cross-functional relationships and distilling complex information into clear, actionable insights.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- 10+ years of marketing experience
- Deep expertise in the investment and wealth management landscape
- Track record of building and executing consumer-facing marketing strategies aligned with market trends, competition, and client needs
- Proven strategic marketing leadership with measurable business impact
- Ability to develop, execute, and communicate plans that position offerings and drive results
- Strong analytical and business acumen, including use of data, market insights, and financial understanding to optimize marketing ROI
- Experience serving as a trusted advisor to senior leaders
- Broad expertise across digital, content, brand, and positioning marketing
- Experience leading and influencing matrixed teams
- Strong communication and cross-functional collaboration skills
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
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