Director, Client Marketing (Wealth Management)

Vanguard; United States; Hybrid; USD 180,000 - 270,000; Full time

Job summary

Vanguard is seeking a strategic, client-focused marketing leader to shape the marketing strategy for our Wealth Management retail segment. You will translate complex business priorities into clear marketing approaches that drive growth, engagement, and differentiation, leading cross-functional teams to deliver multi-channel campaigns and thought leadership.

You will build long-term plans, oversee B2C functions including channel strategy, analytics, and marketing technology, manage the media

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.

Job description

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:

• 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.