Marketing Senior Director – Personal Wealth

Vanguard•Malvern, PA
•Hybrid

About The Position

Vanguard is seeking a strategic, commercially minded marketing executive to lead marketing for the Mass Affluent and Affluent segments—internally called Core and Flagship—of Personal Wealth, its retail investor business. The leader owns the full funnel for both segments, from awareness and consideration through acquisition, onboarding, engagement, and retention. Using client insight, product strategy, and business goals, they will translate segment needs into differentiated, measurable go-to-market strategies. The Senior Director is accountable for the end-to-end performance of both segments, advises senior executives, connects marketing investment to commercial outcomes, and leads across a complex enterprise to create a more audience-centric, connected client experience. The role includes setting multi-year growth strategy, establishing measurement and operating disciplines, coordinating matrixed partners, stewarding budgets and other investments, and building a high-performing marketing organization. Vanguard uses a hybrid working model for the majority of its crew members, combining flexibility with in-person learning, collaboration, and connection. Vanguard is not offering visa sponsorship for this position.

Requirements

  • 15+ years of progressive marketing experience, including senior leadership of complex, consumer-facing strategies and teams.
  • Substantive experience in wealth management, investments, or a closely related retail financial services business.
  • Fluency in investor needs, competitive dynamics, advice and investment propositions, and relevant distribution models.
  • Demonstrated full-funnel ownership of a customer segment or audience, with evidence of improving acquisition, conversion, engagement, retention, and marketing ROI.
  • Exceptional analytical judgment and executive communication, including the ability to distill complex data into a strategic point of view, articulate the business case, influence consequential decisions, and establish performance reporting and measurement practices.
  • Strong commercial and financial acumen, including investment prioritization, budget stewardship, measurement frameworks, and performance optimization.
  • Breadth across integrated marketing disciplines, including digital, content, brand, positioning, lifecycle engagement, marketing technology, and analytics.
  • Ability to mobilize specialists rather than personally own every channel.
  • Credibility as a senior advisor and a collaborative, decisive leader who can guide matrixed teams, develop talent, and deliver through ambiguity.

Responsibilities

  • Develop and own a multi-year marketing strategy for the Core and Flagship segments, aligned with Personal Wealth priorities, distribution opportunities, and measurable growth objectives.
  • Own end-to-end results across awareness, consideration, conversion, onboarding, engagement, and retention.
  • Establish performance metrics and reporting; apply measurement and experimentation to improve qualified demand, conversion, client growth, and marketing return on investment.
  • Synthesize customer behavior, market research, competitive signals, financial performance, and marketing analytics into decision-ready narratives for senior stakeholders.
  • Frame trade-offs, recommend investments, and influence senior stakeholders through evidence-based storytelling.
  • Connect acquisition, cross-sell, engagement, thought leadership, content, and relationship-deepening programs around segment needs and important client moments.
  • Advise Personal Wealth leadership and align partners across channel, product, sales, digital, creative, marketing technology, analytics, and operations.
  • Establish shared priorities, clear decision rights, and accountability for delivery across the enterprise matrix.
  • Lead, coach, and develop marketing strategists and leaders.
  • Establish consistent planning and operating disciplines, strengthen analytics and personalization capabilities, and improve speed to market.
  • Steward budgets, talent, media, and infrastructure investments.
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