Senior Marketing Strategist –Personal Investor
We are seeking a dynamic and visionary Senior Marketing Strategist to lead marketing for dual-relationship clients that have entrusted Vanguard with both retirement (e.g., 401k) and personal retail accounts. This role requires a client-first mindset, enabling a deep understanding the client journey and ability to craft a cohesive and personalized marketing experience.
Key Focus Areas:
- Strategic Marketing Plan Development: Craft a comprehensive marketing plan that speaks to the full relationship dual-relationship clients have with Vanguard. Your plan should include plans to deepen relationships and generate value for clients.
- Consistency and Cohesiveness: Ensure that all marketing efforts are strategically aligned and consistent across all channels and product lines. Work closely with the Participant Financial Success team to maintain a cohesive client experience.
- Personalized Marketing Campaigns: Design and implement personalized marketing campaigns that resonate with this high-value audience segment. Your campaigns should deepen their Personal Investor relationship and foster a sense of loyalty and trust.
- Cross-Functional Collaboration: Collaborate with various cross-functional teams to identify and capitalize on opportunities for deepening relationships. Your ability to build and maintain strong partnerships will be crucial to our success.
Responsibilities
- Leads the product marketing strategy for the respective area of the business, focusing on target audience identification, product value proposition, and client needs analysis. Partner with various stakeholders including senior leadership to align marketing team's objectives to cross-functional priorities. Informs marketing budgets.
- Mentors and coaches colleagues to ensure they develop and maintain a broad knowledge and awareness of the product marketing industry forces, competition, and trends to act as a trusted advisor in developing marketing strategies.
- Helps establish the vision for competitive product marketing strategy, planning, measurement, and relationship management for a product/initiative or set of products/initiatives. Ensures the plan meets tactical and strategic objectives and overall business strategy.
- Communicates with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood. Monitors product marketing activity, progress, and results and submits regular status reports to management and internal and external stakeholders. Identify necessary actions to re-align to strategic outcomes as needed.
- Drives the development of a continuous feedback loop to gather input from clients and key stakeholders. Proactively identify opportunities to improve positioning of topics critical to the business area.
- Leads the development of marketing tracking methodology to set parameters of success based on relevant data, analytics, and desired results that are measurable. Leverages these measures to regularly share updates on the status of product marketing strategy efforts.
- Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements in marketing plans. Maintains an appropriate level of technical marketing and business knowledge to support program implementation.
Qualifications
- Minimum eight years related work experience, three years of marketing experience.
- Broad knowledge of Vanguard's investment product line-up and an understanding of the overall investment markets.
- Undergraduate degree in Marketing or equivalent experience required. Graduate degree preferred.
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.
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.
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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.
