Details:
We’re looking for a seasoned Senior Marketing Manager to lead growth marketing for Vanguard’s Wealth Management business. In this role, you’ll develop strategies aimed at attracting ultra-high-net worth (UHNW) investors to Vanguard and influencing perception of Vanguard as a holistic Wealth Manager. Your insights-driven work will help set the messaging and positioning around Vanguard’s offer.
The scope of your work will span prospecting new-to-Vanguard clients, as well as cross-selling existing clients in lower segments. As such, you’ll leverage extensive channels and tactics including direct mail, email, content partnerships, display and social, sponsorships, among others.
Close collaboration with partners is essential to success and the strategies you’ll build – connecting with business leaders to ensure strategy alignment, sales teams to drive down-funnel conversions, PR and comms to ensure messaging alignment, research partners to develop plans anchored in insights, and channel experts to support your budget allocation decisions.
Key Responsibilities
Build awareness and strengthen perceptions of Vanguard as a Wealth Manager: Develop and translate offer positioning and messaging strategies to an upper-funnel marketing approach, leveraging key paid channels.
Drive new client growth: Develop and execute strategies aimed at bringing new UHNW clients to Vanguard through paid channels and encouraging asset consolidation into Wealth Management for existing clients.
Own forecasting and performance reporting: Build and maintain forecasts for marketing-influenced enrollments and track and explain performance toward goals.
Influence through communication: Develop high-impact presentations and executive-ready materials that clearly articulate marketing strategy, performance, and value to senior stakeholders.
Foster strategic partnerships: Collaborate with senior business leaders, product marketing peers, PR, channel & distribution partners, among others, to build and deliver strategies.
Lead and mentor: Provide strategic guidance and mentorship to cross-functional marketing team members, cultivating a high-performing, collaborative team environment.
Qualifications
Minimum eight years related work experience, five or more years of marketing experience.
Understanding of the wealth management industry and 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.
Top Skills
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.
