Director, Client Marketing (Wealth Management)

Vanguard • Malvern, PA

3d • Hybrid

About The Position

Vanguard is seeking a strategic, client-focused marketing leader to shape and drive marketing strategy for its Wealth Management retail segment, serving clients with $10M+ in assets under administration (AUA). The role connects client, product, and business strategy, translating complex priorities into clear marketing approaches that drive growth, engagement, and differentiation. The director leads cross-functional teams developing digital campaigns, cross-selling opportunities, thought leadership, content strategy, and relationship-deepening programs that bring Vanguard’s retail value propositions to life. This is a high-visibility role requiring independent leadership, effective collaboration, and influence across a complex enterprise.

The position develops and implements multi-year marketing strategy, advises Wealth Management leadership, provides strategic oversight across marketing functions, manages media-budget strategy, and builds enterprise partnerships. It also establishes consistent marketing processes and leads and develops a team of marketing strategists, including leaders and individual contributors.

Vanguard is not offering visa sponsorship for this position. Vanguard describes its mission as working for clients’ long-term financial wellbeing and using products and services to transform clients’ lives. The company uses a hybrid working model for the majority of its crew members to support flexibility as well as in-person learning, collaboration, and connection.

Requirements

• 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 with market trends, competition, and client needs.
• Proven strategic marketing leadership with measurable business impact and the ability 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.
• Ability to serve as a trusted advisor to senior leaders, delivering strategic insights and innovative thinking that shape decisions and business direction.
• Broad expertise across digital, content, brand, and positioning, with the ability to leverage experts to advance and optimize initiatives.
• Ability to lead and influence matrixed teams, driving alignment, engagement, and results through strong communication.
• Highly collaborative approach, building cross-functional relationships and distilling complex information into clear, actionable insights.

Responsibilities

• Create and implement a multi-year Wealth Management marketing strategy to expand distribution, engage and retain clients, meet business goals, and achieve positive ROI.
• Advise Wealth Management leadership by building relationships, providing insights to guide business direction, and ensuring accountability for marketing.
• Guide matrixed marketing teams with clear strategies and foster collaboration for effective campaign delivery.
• Provide strategic oversight for B2C spinal functions, including channel, operations, creative, marketing technology, and analytics.
• Direct media-budget strategy and collaborate with teams to optimize spending and adjust plans as needed.
• Build and maintain business and partner relationships across the enterprise to extend marketing’s impact through a connected sales funnel.
• Create and manage operational processes for Marketing Managers to support consistent and effective strategy development and delivery.
• Lead and develop marketing strategists, including leaders and individual contributors; set direction, drive accountability, and deliver strategic goals.
• Strengthen leadership capability and team effectiveness through coaching, mentorship, and removing obstacles.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed