Director, Client Marketing (Wealth Management)

Vanguard; Malvern (Chester County); Hybrid; USD 190,000 - 260,000; Full time

Job summary

Vanguard seeks a strategic marketing leader for Wealth Management in Malvern to build multi-year growth plans and guide campaigns with a data-driven mindset. You will oversee budgets, analytics, and ROI while leading matrixed teams toward measurable business impact.

The role requires collaboration with senior leadership, strong market insight, and the ability to translate trends into action. Hybrid work supports in-person learning and cross-functional collaboration.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Marketing Leadership

Wealth Management

Strategic Planning

Analytics

Cross-functional

Communication

Digital Marketing

Job description

In this role,

• 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.