Marketing Senior Director – Personal Wealth

The Vanguard Group•Malvern, PA

21d•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, within Personal Wealth, Vanguard’s retail investor business. The Senior Director will own the full funnel for both segments, from awareness and consideration through acquisition, onboarding, engagement, and retention. Using client insight, product strategy, and business goals, this leader will develop differentiated, measurable go-to-market strategies that address each segment’s needs and influence the direction and performance of a significant wealth business. The role is accountable for segment performance end to end, advising senior executives, connecting marketing investment to commercial outcomes, and leading across a complex enterprise to create a more audience-centric and connected client experience. The Senior Director will set multi-year growth strategy, establish performance measures and reporting, use experimentation and funnel economics to optimize results, and communicate evidence-based recommendations to senior stakeholders. The leader will align partners across channel, product, sales, digital, creative, marketing technology, analytics, and operations. They will also lead, coach, and develop marketing strategists and leaders; establish planning and operating disciplines; strengthen analytics and personalization; improve speed to market; and steward budgets, talent, media, and infrastructure investments. Vanguard is not offering visa sponsorship for this position. Vanguard’s mission is to support the long-term financial wellbeing of its clients and to lead through products and services that transform clients’ lives. The company uses a hybrid working model for the majority of crew members, intended to combine flexibility with in-person learning, collaboration, and connection.

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 skills, including the ability to distill complex data into a strategic point of view, articulate the business case, and influence consequential decisions.
Ability to establish performance reporting and measurement practices that support accountability and continuous optimization.
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 able to 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.
Maintain a clear perspective on the competitive wealth landscape and changing expectations of investors in each segment.
Take end-to-end responsibility for segment results across awareness, consideration, conversion, onboarding, engagement, and retention.
Establish performance metrics and reporting, apply measurement and experimentation, and use funnel economics 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.
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 channel, product, sales, digital, creative, marketing technology, analytics, and operations partners.
Establish shared priorities, clear decision rights, and accountability for delivery across matrixed teams.
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.