Marketing Strategist

Institutional Product Marketing is seeking a marketing leader who is passionate about developing and successfully executing strategies that drive consideration for Vanguard's dynamic and growing Institutional Advice business. The successful candidate will apply the principles of product marketing to engage our audience in an evidence-based and results-driven conversation about the benefits of financial advice.
Job Description Summary:This marketing strategist role will be aligned to our Institutional Advice offer, which is a key area of focus for the IIG business. You will work closely across Institutional marketing teams, Sales/Client teams, and IIG business teams with a focus on driving Vanguard advice adoption within our population of Institutional full-service clients. This important work will help drive awareness and consideration for Vanguard's suite of advice services, bringing our brand and offer to life, and demonstrating the value that advice can provide for our Plan Sponsor clients and their participants. Leads the strategic vision and oversight for marketing initiatives related to Advice within the institutional business, demonstrating a deep understanding of the product(s). Products/services may have enterprise-wide implications.
An ideal candidate will have:• Financial Advice acumen (or be able to quickly develop)- a working knowledge of Vanguard's advice products and how they fit in the ecosystem of alternatives• Strategic thinker and communicator: Ability to navigate ambiguity, develop a plan to operationalize across channels and segments, and align to clear OKRs. Can communicate and frame strategic messages in a clear and compelling manner.• Organizational agility: Thrives in fast-paced environments, prioritizes stakeholder management, can facilitate decision-making and drive results across cross-functional teams.
Core Responsibilities
- Independently initiates and / or leads channel marketing programs, initiatives, promotions or research projects.
- Creates channel marketing plans by translating business objectives into defined channel marketing goals, strategies, and tactics. Aligns channel marketing activity with deep understanding of sales strategy and targeted market.
- Provides guidance and consultation on channel marketing best practices and common obstacles based on prior experiences. Directs channel marketing plans that are well-informed by the competitive landscape and suited for the regulatory environment.
- Serves as a trusted advisor and internal expert to ensure the right solution is developed for various partners. Proactively communicates status and issues of channel marketing activity regularly to stakeholders, including sales professionals, business leaders, team members, and senior managers.
- Builds and maintains effective relationships. Proactively fosters communication between internal department and external departments stakeholders. Influences key decisions across stakeholder groups.
- Proactively identifies, manages, and mitigates risks on channel marketing activities. Communicates solutions on key issues on channel marketing activity to management and stakeholders to obtain their input and buy-in as appropriate.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum five years related work experience, two years of marketing experience.
- Undergraduate degree in Marketing or equivalent experience required. Graduate degree preferred.
Special Factor
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
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