The Head of Investment Product Marketing will bring the robust skill set essential for driving modern, results-oriented B2B and B2C marketing initiatives, including expertise in:
- Product Positioning & Messaging—Develop compelling, differentiated product narratives and messaging frameworks that resonate with target advisors, consultants, investment strategists, and end clients, aligning closely with the firm’s strategic objectives.
- Go-to-Market Strategy—Lead the creation and execution of integrated plans for Investment Product launches, fund events, and market movements, utilizing advanced analytics, competitive insights, and market trends to maximize impact.
- Sales Enablement— Work with the Sales Channel Marketing Team to design and deliver sales collateral, advisor toolkits, product guides, presentations, and training that enable the sales force to communicate product value propositions clearly and confidently at every stage of the sales cycle.
- Thought Leadership & Content Strategy—Collaborate with the Content Marketing Team, investment teams, portfolio managers, and SMEs to produce thought leadership pieces, educational content, and timely market commentary that highlight the firm’s expertise and product innovation.
- Digital Marketing & Analytics—Leverage digital channels, search optimization, content marketing, targeted campaigns, and robust analytics to broaden product awareness, drive engagement, and measure results.
- Compliance & Regulatory Alignment—Ensure all marketing materials and campaigns adhere to industry regulations and internal policies, working closely with compliance and legal teams.
- Team leadership – Inspire a team of 15+ to do their best work everyday.
Skills:
The ideal candidate will combine strategic vision with pragmatic execution, displaying both creativity and analytical rigor. They should be adept at navigating the evolving landscape of B2B and B2C marketing while maintaining strong relationships with key stakeholders across PRD, IMG, the OGC, and all three Divisional Marketing teams. Equally, the leader must be able to inspire their team of marketing managers, creatives and production specialists to think bigger, move faster, and deliver a higher level of quality each year.
A deep understanding of the needs, motivations, and dynamics of Institutional investors, Financial Advisors, and Hight Net Worth Personal Investors are critical for success in this role. Candidates must demonstrate proven experience in marketing for investment products and possess a tangible grasp of portfolio construction, asset allocation, and investment strategy. The ability to translate complex investment concepts into clear, actionable marketing communications tailored for advisors, consultants, benefits managers, and personal investors is critical. Prior leadership in Investment marketing is preferred.
Exceptional communication skills, a collaborative mindset, and a relentless work ethic will distinguish the Head of Investment Product marketing as a leader capable of distilling and communicating Vanguard’s competitive advantage. The successful candidate will work closely with investment specialists, portfolio managers, divisional marketers, sales leaders, and compliance teams to craft messaging that is both compelling and compliant with industry regulations.
Additionally, the Head of Investment Product Marketing will need to have a high level of data fluency to analyze metrics and feedback from advisors to refine and optimize initiatives, ensuring results across:
Product Adoption: Growth in assets under management (AUM) for new and existing investment solutions, with measurable gains across target channels.
Campaign Performance: Achievement of defined KPIs for marketing initiatives, including engagement rates, conversion rates, and lead generation volume.
Sales Enablement Impact: Increased sales team effectiveness and advisor confidence, evidenced by feedback scores and improved sales cycle velocity.
Market Awareness: Enhanced brand and product visibility, tracked by share-of-voice, earned media coverage, and digital impression growth.
Regulatory Compliance: Maintenance of error-free, compliant marketing materials and campaigns, validated by audit results and absence of regulatory issues.
Stakeholder Satisfaction: Positive feedback from internal partners and external clients, measured through surveys and collaborative project outcomes.
Continuous Improvement: Year-over-year increases in campaign ROI and optimization of marketing strategies through advanced analytics and feedback loops.
This is a high intensity leadership opportunity for a hands-on Head of Investment Product Marketing to elevate the firm’s product presence and drive growth through world-class strategy, competitive mindset, and disciplined execution.
The ideal candidate should have:
At least 12 years of experience in B2B marketing, including 5 years spent in product development or marketing
Deep understanding of emerging trends in digital communications, including the role of AI to improve the accuracy and speed of content development
Strong leadership and team management skills, as well as the ability to partner with senior leaders across marketing, sales, and investment teams
Proficiency in content management systems and analytics tools.
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.
Top Skills
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.
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