Vanguard is seeking a strategic, commercially minded marketing executive to lead marketing for the Mass Affluent and Affluent (internally called Core and Flagship) segments of Personal Wealth, Vanguard’s retail investor business. This leader will own the full funnel for both segments—from awareness and consideration through acquisition, onboarding, engagement, and retention. Drawing on client insight, product strategy, and business goals, they will turn an understanding of each segment’s needs into differentiated, measurable go-to-market strategies.
This is an opportunity to influence the direction of a significant wealth business—not simply deliver campaigns. The Senior Director will be accountable for the performance of both segments end to end, advise senior executives, connect marketing investment to commercial outcomes, and lead across a complex enterprise to create a more audience-centric, connected client experience.
WHERE YOU WILL MAKE AN IMPACT
Own the Core and Flagship growth strategy. Develop and own a multi-year marketing strategy for the Core and Flagship segments, aligned to Personal Wealth business priorities, distribution opportunities, and measurable growth objectives. Bring a clear perspective on the competitive wealth landscape and the evolving expectations of the investors in each segment.
Own the full funnel. Take end-to-end responsibility for Core and Flagship results across every stage of the client journey—awareness, consideration, conversion, onboarding, engagement, and retention. Establish clear performance metrics and reporting, apply rigorous measurement and experimentation, and use funnel economics to improve qualified demand, conversion, client growth, and marketing return on investment.
Make data persuasive at the executive table. Synthesize customer behavior, market research, competitive signals, financial performance, and marketing analytics into clear, decision-ready narratives. Frame trade-offs, recommend investments, and influence senior stakeholders through compelling, evidence-based storytelling.
Create a connected investor experience. Advance the shift from product-led campaigns to audience-centric marketing. Connect acquisition, cross-sell, engagement, thought leadership, content, and relationship-deepening programs around each segment’s needs and the moments that matter.
Lead through an enterprise matrix. Serve as a trusted strategic advisor to Personal Wealth leadership and align partners across channel, product, sales, digital, creative, marketing technology, analytics, and operations. Establish shared priorities, clear decision rights, and accountability for delivery.
Build a high-performing marketing organization. Lead, coach, and develop marketing strategists and leaders. Establish consistent planning and operating disciplines, strengthen analytics and personalization capabilities, improve speed to market, and steward budgets, talent, media, and infrastructure investments.
WHAT YOU BRING
- 15+ years of progressive marketing experience, including senior leadership of complex, consumer-facing strategies and teams.
- Substantive experience in wealth management, investments, or a closely related retail financial services business; fluency in investor needs, competitive dynamics, advice and investment propositions, and relevant distribution models.
- Demonstrated full-funnel ownership of a customer segment or audience, with evidence of improving acquisition, conversion, engagement, retention, and marketing ROI—not only brand awareness or campaign delivery.
- Exceptional analytical judgment and executive communication: ability to distill complex data into a strategic point of view, articulate the business case, influence consequential decisions, and establish performance reporting and measurement practices that drive accountability and continuous optimization.
- Strong commercial and financial acumen, including investment prioritization, budget stewardship, measurement frameworks, and performance optimization.
- Breadth across integrated marketing disciplines—digital, content, brand, positioning, lifecycle engagement, marketing technology, and analytics—paired with the ability to mobilize specialists rather than personally own every channel.
- Credibility as a senior advisor and a collaborative, decisive leader who can guide matrixed teams, develop talent, and deliver through ambiguity.
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
- 15+ years of progressive marketing experience
- Senior leadership experience managing complex, consumer-facing marketing strategies and teams
- Substantive experience in wealth management, investments, or closely related retail financial services
- Fluency in investor needs, competitive dynamics, advice and investment propositions, and relevant distribution models
- Demonstrated full-funnel ownership of a customer segment or audience
- Experience improving acquisition, conversion, engagement, retention, and marketing ROI
- Exceptional analytical judgment and executive communication skills
- Ability to interpret complex data, develop strategic perspectives, influence decisions, and establish performance measurement practices
- Strong commercial and financial acumen, including investment prioritization, budget stewardship, measurement frameworks, and performance optimization
- Breadth across digital, content, brand, positioning, lifecycle engagement, marketing technology, and analytics
- Ability to mobilize cross-functional marketing specialists
- Experience advising senior stakeholders and leading through matrixed teams
- Ability to guide teams, develop talent, and deliver through ambiguity
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.
