"Alerted.org

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.