Senior Marketing Manager - Personal Wealth Products and Solutions

Posted 7 Days Ago
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Malvern, PA, USA
In-Office
Senior level
Fintech
The Role
Owns marketing strategy and roadmaps for Vanguard Personal Wealth offerings. Develops positioning, value propositions, go-to-market plans, and integrated client experiences while translating investor, market, competitive, and performance insights into growth opportunities. Leads cross-functional teams and partners with business, product, sales, technology, analytics, legal, risk, and compliance stakeholders. Establishes performance goals and optimizes marketing effectiveness through measurement, testing, forecasting, and reporting.
Summary Generated by Built In

Vanguard's Personal Wealth Marketing team is looking for an experienced Senior Marketing Manager to shape how investors understand, choose, and engage with solutions that can help them achieve financial goals. 

In this role, you will own the marketing strategy for a priority Personal Wealth offering, such as Cash or UHNW solutions, translating client needs, market trends, competitive insights, and business objectives into growth strategies, and go-to-market plans. Working across the client journey, you will identify opportunities to attract new investors, deepen relationships, increase adoption, and deliver cohesive client experiences. 

You will serve as a strategic marketing partner to business and product leaders while guiding cross-functional teams from planning through execution and optimization. Success requires the ability to simplify complex challenges, turn insights into action, and deliver measurable business results.  

Core Responsibilities 

  • Lead development of marketing strategy and roadmap for priority Personal Wealth offerings to achieve business growth objectives.

  • Connect investor needs with products by developing compelling value propositions and differentiated positioning.

  • Translate client, market, competitive, and performance insights into clear priorities and actionable recommendations.

  • Collaborate with audience and product teams to bring integrated marketing programs to life, building alignment around the strategy and a cohesive client experience.

  • Guide cross-functional teams by building business acumen, product knowledge, and alignment around the marketing strategy.

  • Build strong partnerships across marketing, business, sales, technology, analytics, legal, risk, and compliance to prioritize and deliver results.

  • Establish performance goals and use measurement, testing, forecasting, and reporting to evaluate and optimize marketing effectiveness.

  • Monitor industry trends, competitive activity, investor behavior, and evolving client expectations to identify growth opportunities.

  • Ensure marketing plans and activities meet applicable legal, compliance, risk, audit, and control requirements.

What It Takes 

  • Minimum eight years demonstrated experience in direct-to-consumer marketing strategy or product marketing.

  • Undergraduate degree in Marketing or equivalent experience required.

  • While this role does not have direct reports, qualified candidates must have proven success in leading and influencing a cross-functional team.

  • Strong marketing knowledge and a passion for delivering client and business outcomes  

  • An entrepreneurial spirit, with sound judgement and strong sense of ownership

  • Strong data-driven marketing acumen supported by strategic, analytical, and conceptual thinking

  • Effective written and verbal communications skills, including the ability to influence senior stakeholders

  • A collaborative approach to aligning stakeholders and achieving outcomes

  • Ability to navigate a fast-paced, high visibility, matrixed environment with competing priorities

Nice to Have

  • Experience in financial services, familiarity with cash, banking, advisory, or wealth-management solutions.

  • Knowledge of audience segmentation, personalization, and lifecycle marketing.

  • Experience using experimentation, marketing analytics, and performance measurement to optimize results.

  • Familiarity with legal, risk, and compliance review processes in a regulated environment.

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

  • At least eight years of experience in direct-to-consumer marketing strategy or product marketing
  • Undergraduate degree in Marketing or equivalent experience
  • Proven success leading and influencing cross-functional teams
  • Strong marketing knowledge and ability to deliver client and business outcomes
  • Strategic, analytical, conceptual, and data-driven marketing skills
  • Effective written and verbal communication skills, including influencing senior stakeholders
  • Ability to collaborate, align stakeholders, and achieve outcomes in a matrixed environment
  • Financial services experience or familiarity with cash, banking, advisory, or wealth-management solutions
  • Knowledge of audience segmentation, personalization, and lifecycle marketing
  • Experience with experimentation, marketing analytics, and performance measurement
  • Familiarity with legal, risk, and compliance review processes in a regulated environment

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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