Senior Manager, Personal Investor Marketing Analytics

Posted 8 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
Lead marketing measurement and advanced analytics for personal investor marketing. Own attribution, incrementality, experimentation, MMM, and response modeling; partner with Data Science and stakeholders to operationalize models, influence investment strategy, run portfolio analytics, and build a high-performing analytics team while improving data, tools, and governance.
Summary Generated by Built In

    Responsibilities:

    Marketing Measurement & Effectiveness 

    Own the measurement strategy across marketing channels, including attribution, incrementality, experimentation, and marketing mix modeling (in partnership with Attribution team). 

    Quantify marketing impact, ROI, and efficiency, balancing shortterm performance with longterm brand and customer value. 

    Establish standards for method selection, interpretation, and usage, ensuring insights are decisionready and credible. 

    Advanced Analytics & Modeling 

    Partner closely with Data Science to design, build, and operationalize advanced attribution and response models (e.g., MMM, MTA, forecasting, response curves). 

    Translate model outputs into practical guidance such as budget ranges, optimization scenarios, and investment guardrails. 

    Ensure analytical rigor while prioritizing explainability and usability for business stakeholders. 

    Strategic Partnership & Influence 

    Serve as a trusted advisor to Marketing, Finance, and Execution leaders on investment strategy and performance tradeoffs. 

    Lead a centralized marketing portfolio analytics function for all of client groups that conducts regular monitoring, reporting, and analyses of business performance; including ad-hoc requests. 

    Influence annual planning, inyear optimization, and longterm growth strategies through datadriven insights. 

    Proactively identify opportunities to improve marketing effectiveness through better data, tools, or processes. 

    Team Leadership & Capability Building 

    Lead, mentor, and develop a team of highperforming analysts and managers. 

    Foster a culture of curiosity, accountability, and business impact, not just technical excellence. 

    Build scalable processes, tools, and documentation to support longterm sustainability. 

    Data & Technology Enablement 

    Partner with Technology, Data Engineering, and Marketing Ops to improve data quality, accessibility, and reliability. 

    Guide the evolution of analytics platforms, dashboards, and self‑service tools. 

    Ensure analytics solutions align with privacy, risk, and regulatory requirements. 

    Participates in special projects and performs other duties as assigned 

     

     

    Qualifications: 

    • Minimum of 15 years of experience within Financial Services and at least 8 years of work experience within Marketing Analytics 

    • Undergraduate degree or equivalent combination of training and experience within quantitative fields such as Mathematics, Engineering, Operations Research etc. Graduate degree preferred 

    • Strategic; analytic orientation: A proven track record of decision making and problem solving based on analytics. Deep understanding of complex design or experiments methods (Multi arm bandit, full/half factorial etc.) and exposure to AI/ML methodologies required 

    • Conceptual thinking: Conceptual thinking skills must be complemented by a strong quantitative orientation to innovate and find efficiencies in the application of data and technology to support business opportunities 

    • Drive Impact: Strong business judgment, leadership and integrity: They should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business 

    • Self-Starter: Operate with an entrepreneurial mindset, building and scaling new analytics capabilities from the ground up while balancing innovation, rigor, and enterpriselevel accountability. 

    • Strong partnership management skills and ability to advocate for deep analytics and experimental learning to business partners 

    • Strong verbal and written communication skills to influence wide variety of audiences. Strong deck writing skills to influence senior leadership (CMO) are a must 

    • Willingness to roll-up the sleeves and deliver analytic work-product whenever needed 

    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

    • Minimum 15 years experience within Financial Services and at least 8 years in Marketing Analytics
    • Undergraduate degree or equivalent training in quantitative field (Mathematics, Engineering, Operations Research)
    • Graduate degree
    • Deep understanding of experimental design and methods (multi-arm bandit, full/half factorial, A/B testing) and exposure to AI/ML methodologies
    • Proven experience with marketing measurement techniques: MMM, MTA, attribution, incrementality, forecasting, and response modeling
    • Proven leadership experience building, mentoring, and managing analytics teams
    • Strong partnership management and stakeholder influence skills, including senior leadership communication and deck writing
    • Self-starter with experience building and scaling analytics capabilities, tools, and processes
    • Willingness to perform hands-on analytic work-product as needed
    • Ability to collaborate with Technology, Data Engineering, and Marketing Ops to improve data quality and analytics platforms

    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.

    • 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.
    • 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.
    • 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

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    The Company
    HQ: Malvern, PA
    20,252 Employees
    Year Founded: 1975

    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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