Senior Engagement Strategist
Join Financial Advisor Services Integration Operating System team as a Senior Engagement Strategist. Integration OS is focused on delivering a connected advisor experience across human and digital channels, helping advisors feel like they are engaging with one Vanguard that understands their needs and can guide them to the right next action.
In this role, you will partner closely with a Client Journey Owner and a cross-functional Client Journey Management team to translate business priorities, advisor needs, sales signals, product opportunities, and performance insights into clear, actionable experience strategies. You will define the audience strategy, experience positioning, journey map, learning agenda, and optimization plan for always-on, integrated journeys that engage financial advisors, deepen relationships, and accelerate business outcomes. The Senior Engagement Strategist plays a critical role in connecting digital and human engagement, applying client intelligence and behavioral signals, shaping always-on journey orchestration, and continuously optimizing experiences based on performance, experimentation, and business impact.
As a member of the Engagement Strategy team, you will help raise the bar on advisor experience by ensuring every journey is grounded in a clear advisor need, aligned to business outcomes, connected across touchpoints, and designed to learn and improve over time.
An ideal candidate will have:
Define experience strategies and audience criteria for integrated advisor journeys aligned to business priorities, advisor needs, and IOS outcomes.
Develop journey maps, positioning, experience briefs, hypotheses, learning agendas, and success measures that guide cross-functional execution.
Partner with Digital Marketing Managers to translate strategy into trigger-based, always-on digital journeys using marketing automation and personalization capabilities.
Apply client intelligence, behavioral signals, segmentation, sales context, and performance data to improve targeting, sequencing, messaging, and journey orchestration across digital and human channels (web, email, sales, CRM, etc.).
Synthesize qualitative and quantitative insights to identify optimization opportunities and improve engagement, sales activation, and business impact.
Partner with analysts to define KPIs, monitor OKR progress, interpret journey performance, and recommend optimizations.
Lead or support experimentation plans that validate hypotheses, improve journey effectiveness, and build reusable learnings across IOS.
Coordinate with content strategists, product/PMM, sales, technology, and other partners to ensure experiences are accurate, relevant, compliant, and aligned to advisor needs.
Communicate recommendations, risks, insights, and optimization plans to stakeholders and senior leaders.
Help improve the IOS operating model by identifying opportunities to simplify workflows, clarify decision rights, improve prioritization, and scale high-performing journey patterns.
Ability to understand and communicate customer needs and business strategies.
Ability to present thoughts both verbally and visually (storytelling) using PowerPoint and Word.
A high degree of creativity, empathy, passion, and problem-solving ability.
Experience working with cross-functional teams.
Ability to define objectives and work with a team to develop a cohesive strategy that drives business results.
Ability to manage multiple strategic assignments at once.
Excellent communication and interpersonal skills.
Strong persuasion and influence skills.
What is takes
Undergraduate degree or equivalent combination of training and experience.
Minimum five years related experience. Two years in digital marketing, user experience, or client experience.
Experience working in the Financial Services sector or equivalent B2B experience.
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
- Undergraduate degree or equivalent combination of training and experience
- Minimum five years related experience
- At least two years in digital marketing, user experience, or client experience
- Experience working in Financial Services or equivalent B2B experience
- Ability to present verbally and visually using PowerPoint and Word
- Experience applying client intelligence, behavioral signals, segmentation, and performance data to optimize journeys
- Experience partnering with analysts to define KPIs and monitor journey performance
- Experience designing and running experimentation plans and optimization efforts
- Strong communication, persuasion, interpersonal, and cross-functional collaboration skills
- Ability to manage multiple strategic assignments and define objectives that drive business results
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.
