Vanguard’s Financial Advisor Services is transforming the way advisors interact with our products and expertise through digital channels. As the Senior Personalization Strategist, you will lead the strategy, systems, and governance that make personalized content possible at scale powered by generative AI. Your primary focus will be on enabling hyper-personalized, meaningful, and impactful content experiences; determining the why and how we personalize content to advisors. You will work side by side with research, engagement strategy, client journey owners, next best action program management, digital product, FAS marketing technology, and UX to ensure that what we deliver to advisors is timely, accurate, personalized, and aligned to business priorities.
In this role you'll:
Lead content personalization strategy: Partner with Segmentation and Next Best Action Product Manager to define segments, journey stages, and content variants to enable the creation of tailored experiences for advisors across multiple channels.
Ensure product accuracy and clarity: Maintain a deep understanding of investment and advisory products, validate critical information with product owners and subject matter experts, and ensure content remains accurate and compliant.
Translate strategy into operations: Partner with Engagement Strategy to develop operational specifications for our AI-powered engagement engine, including metadata, tagging, and test plans.
Establish content governance: Implement and manage governance processes to ensure content accuracy, compliance, accessibility, and brand consistency.
Architect modular content: Design reusable content components and standards to support efficient and adaptable content creation for different advisor segments and lifecycle stages.
Drive cross-functional alignment: Work closely with Client Intelligence & Insights, Client Journey Management, and Engagement Strategy to prioritize initiatives and make informed decisions.
Measure performance and learning: Define key performance indicators (KPIs), set up experiments, analyze results, and refine strategies to enhance engagement and operational efficiency.
What it takes:
Experience: 7 to 10 years in content strategy, marketing strategy, or experience architecture, ideally in B2B financial services or a regulated industry.
Personalization success: Proven track record in leading personalization or journey orchestration programs, including segmentation and measurement.
Product knowledge: Strong understanding of investment and advisory products, with the ability to translate product changes into clear requirements and release plans.
Collaboration skills: Experience working with technology and data teams to implement strategies within platforms like CMS, DAM, CRM, and CDP.
Leadership: Ability to facilitate decision-making, manage trade-offs, build consensus, and address risks proactively.
Analytical skills: Proficiency in designing experiments, defining KPIs, and making data-driven recommendations.
Preferred Qualifications:
Modular content models: Familiarity with modular or componentized content, taxonomy, and metadata design.
Financial services domain: Experience in advisor, wealth, asset management, or related financial services areas.
AI exposure: Some exposure to AI-assisted orchestration or agentic workflows in marketing or client experience contexts.
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.
