Director, Client Marketing (Wealth Management)
Vanguard is seeking a strategic and client-focused marketing leader to shape and drive the marketing strategy for our Wealth Management retail segment ($10M+ in AUA). This role sits at the intersection of client, product, and business strategy, translating complex business priorities into clear, effective marketing approaches that drive growth, engagement, and differentiation. You'll be responsible for creating marketing strategies that are critical to achieving business and client goals. This will include leading cross-functional teams to shape digital campaigns, cross-selling opportunities, thought leadership, content strategy, and relationship-deepening programs to help how Vanguard brings retail value propositions to life. This is a dynamic, high-visibility role for a seasoned, strategic marketing leader who can operate independently, collaborate effectively across teams, and influence stakeholders across a complex enterprise.
In this role, you will:
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- Create and implement a multi-year marketing strategy for Wealth Management to expand distribution, engage and retain clients, and meet business goals with a positive ROI.
- Act as a strategic marketing advisor to Wealth Management leadership team by building relationships, offering insights to guide business direction, and ensuring full accountability for marketing.
- Guide matrixed marketing teams with clear strategies and foster collaboration to ensure effective campaign delivery.
- Provide strategic oversight for B2C spinal functions including channel, operations, creative, marketing technology, and analytics.
- Direct strategy of the media budget and collaborate with teams to optimize spending and adjust plans as needed.
- Build and maintain business and partner relationships across the enterprise to extend the impact of marketing through a connected sales funnel.
- Create and manage operational processes for Marketing Managers, that enables consistency and effectiveness with which the organization develops and delivers strategies.
- Lead and develop a team of marketing strategists - leaders and individual contributors - setting direction, driving accountability, and delivering against strategic goals. Strengthen leadership capability and team effectiveness through coaching, mentorship, and removing obstacles.
What it takes:
- 10+ years of marketing experience.
- Deep expertise in the investment and wealth management landscape, with a track record of building and executing consumer-facing strategies aligned to market trends, competition, and client needs.
- Proven strategic marketing leader with measurable business impact, able to develop, execute, and communicate plans that position offerings and drive results.
- Strong analytical and business acumen, using data, market insights, and financial understanding to inform acquisition and retention strategies and optimize marketing ROI.
- Trusted advisor to senior leaders, delivering strategic insights and innovative thinking that shape decisions and business direction.
- Broad marketing expertise across digital, content, brand, and positioning, with the ability to leverage experts to advance and optimize initiatives.
- Leads and influences matrixed teams, driving alignment, engagement, and results through strong communication.
- Highly collaborative, building strong cross-functional relationships and distilling complex information into clear, actionable insights.
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.
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Reimbursement Account
- Fitness Subsidies
- On-Site Gym
- HSA With Employer Contribution
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- Virtual Fitness Classes
- Pet Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
Office Life and Perks
- Company Outings
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- On-Site Cafeteria
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Relocation Assistance
- Performance Bonus
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
- Profit Sharing
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Tuition Reimbursement
- Internship Program
- Lunch and Learns
- Leadership Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
Hear directly from employees about what it is like to work at Vanguard.