📌 Core Information
🔹 Job Title: Senior Marketing Strategist
🔹 Company: Vanguard
🔹 Location: Malvern, PA
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: May 28, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Developing strategic marketing plans for dual-relationship clients
- Ensuring consistency and cohesion across all marketing efforts
- Designing personalized marketing campaigns for high-value clients
- Collaborating with cross-functional teams to identify relationship-building opportunities
ASSUMPTION: This role requires a strong understanding of both retail and retirement investment products, as well as the ability to balance multiple priorities and stakeholders.
📋 Key Responsibilities
✅ Lead the product marketing strategy for respective business areas, focusing on target audience identification, product value proposition, and client needs analysis
✅ Mentor and coach colleagues to develop and maintain a broad knowledge of the product marketing industry
✅ Establish the vision for competitive product marketing strategy, planning, measurement, and relationship management
✅ Communicate with stakeholders to ensure requirements and priorities are understood and align marketing objectives with cross-functional priorities
✅ Drive the development of a continuous feedback loop to gather input from clients and key stakeholders
✅ Lead the development of marketing tracking methodology to set parameters of success and regularly share updates on product marketing strategy efforts
✅ Ensure all steps are taken to mitigate risk and maintain control, compliance, audit, and legal requirements in marketing plans
ASSUMPTION: This role requires a high level of initiative, strong communication skills, and the ability to work effectively with various stakeholders.
🎯 Required Qualifications
Education: Undergraduate degree in Marketing or equivalent experience required, graduate degree preferred
Experience: Minimum eight years of related work experience, with at least three years in marketing
Required Skills:
- Strategic marketing planning
- Cross-functional collaboration
- Marketing campaign development
- Data analysis
- Product marketing
- Mentoring and coaching
- Stakeholder communication
- Budget management
- Risk mitigation
- Market research
- Client feedback
- Investment knowledge
- Team leadership
Preferred Skills:
- Experience in the financial services industry
- Familiarity with Vanguard's investment product line-up
ASSUMPTION: A strong background in marketing, coupled with a solid understanding of the investment industry, is crucial for success in this role.
💰 Compensation & Benefits
Salary Range: $120,000 - $180,000 per year (based on industry standards for a Senior Marketing Strategist with 10+ years of experience in the financial services industry)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (vacation, sick, and holidays)
- Tuition assistance and professional development opportunities
- Employee discounts on Vanguard funds and services
Working Hours: Full-time, hybrid work arrangement with a flexible schedule
ASSUMPTION: Salary range is estimated based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 10,001+ employees
Founded: 1975
Company Description:
- Vanguard is a leading global investment management company
- Offers a wide range of mutual funds, ETFs, and other investment products
- Committed to providing low-cost investment solutions and exceptional client service
Company Specialties:
- Mutual funds
- ETFs
- Retirement planning
- Investment management
Company Website: http://www.vanguard.com
ASSUMPTION: Vanguard's large size and extensive product offerings provide ample opportunities for career growth and development.
📊 Role Analysis
Career Level: Senior
Reporting Structure: Reports directly to the Head of Marketing for Personal Investors
Work Arrangement: Hybrid, with a mix of remote and on-site work
Growth Opportunities:
- Potential to advance to a leadership role within the marketing department
- Opportunities to work on high-impact projects and initiatives
- Chance to develop and mentor junior marketing team members
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to make a meaningful impact on Vanguard's marketing efforts.
🌍 Location & Work Environment
Office Type: Hybrid, with a mix of remote and on-site work
Office Location(s): Malvern, PA
Geographic Context:
- Malvern is located in the Philadelphia metropolitan area
- Offers a mix of urban and suburban living options
- Close proximity to major highways and public transportation
Work Schedule: Full-time, with a flexible schedule
ASSUMPTION: The hybrid work arrangement offers a good balance between remote work and in-person collaboration, allowing for flexibility and a healthy work-life balance.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-depth behavioral and situational interview with the marketing team
- Final interview with the Head of Marketing for Personal Investors
Key Assessment Areas:
- Strategic thinking and planning
- Cross-functional collaboration and communication
- Problem-solving and decision-making skills
- Investment industry knowledge
Application Tips:
- Highlight your experience with strategic marketing planning and cross-functional collaboration
- Tailor your resume and cover letter to emphasize your relevant skills and experiences
- Prepare for behavioral and situational interview questions that focus on your problem-solving and decision-making skills
ATS Keywords: Strategic Marketing, Client Relationship Management, Cross-Functional Collaboration, Marketing Campaign Development, Data Analysis, Product Marketing, Mentoring, Stakeholder Communication, Budget Management, Risk Mitigation, Market Research, Client Feedback, Cohesive Marketing Experience, Investment Knowledge, Team Leadership, Personalized Marketing
ASSUMPTION: The interview process will focus on assessing the candidate's strategic thinking, communication skills, and investment industry knowledge.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Marketing automation and CRM platforms (e.g., Salesforce, Marketo)
- Data analysis and visualization tools (e.g., Tableau, Power BI)
- Project management tools (e.g., Asana, Trello)
ASSUMPTION: Proficiency in marketing automation and CRM platforms, as well as data analysis and visualization tools, is essential for success in this role.
👔 Cultural Fit Considerations
Company Values:
- Putting clients first
- Doing the right thing
- Working together
- Striving for excellence
Work Style:
- Collaborative and team-oriented
- Data-driven and analytical
- Adaptable and flexible
- Results-focused and accountable
Self-Assessment Questions:
- Do you have a proven track record of developing and executing successful marketing strategies?
- Are you comfortable working with cross-functional teams and stakeholders to align marketing objectives with overall business strategy?
- Do you thrive in a dynamic and fast-paced environment, with the ability to adapt to changing priorities and demands?
ASSUMPTION: Vanguard values candidates who are client-focused, collaborative, and results-driven, with a strong commitment to doing the right thing.
⚠️ Potential Challenges
- Balancing the needs and priorities of multiple stakeholders, including retail and retirement clients
- Managing a high workload and competing priorities
- Adapting to a hybrid work environment and maintaining effective communication with remote team members
- Keeping up with the fast-paced and ever-changing investment industry
ASSUMPTION: These challenges can be overcome with strong project management skills, effective communication, and a commitment to continuous learning and development.
📈 Similar Roles Comparison
- Unlike other marketing roles at Vanguard, this position focuses specifically on dual-relationship clients with both retirement and personal retail accounts
- This role requires a deep understanding of both retail and retirement investment products, as well as the ability to balance multiple priorities and stakeholders
- Career progression may involve moving into a leadership role within the marketing department or exploring opportunities in other areas of the business
ASSUMPTION: This role offers unique challenges and opportunities, with the potential for significant impact on Vanguard's marketing efforts and client relationships.
📝 Sample Projects
- Developing a comprehensive marketing plan for dual-relationship clients, including strategies to deepen relationships and generate value
- Designing and implementing personalized marketing campaigns that resonate with high-value clients and foster a sense of loyalty and trust
- Collaborating with cross-functional teams to identify and capitalize on opportunities for deepening client relationships and improving the overall client experience
ASSUMPTION: These projects will allow the successful candidate to demonstrate their strategic thinking, creativity, and ability to work effectively with various stakeholders.
❓ Key Questions to Ask During Interview
- How does this role fit into the overall marketing strategy for Vanguard's Personal Investor business?
- What are the key priorities for this role in the first 90 days?
- How does Vanguard support the professional development and growth of its marketing team members?
- What is the typical career path for someone in this role, and what opportunities exist for advancement within the marketing department or other areas of the business?
- How does Vanguard measure the success of its marketing efforts, and how will my performance be evaluated in this role?
ASSUMPTION: Asking thoughtful and insightful questions demonstrates your interest in the role and commitment to understanding the company's priorities and expectations.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant skills and experiences, with a focus on strategic marketing planning, cross-functional collaboration, and investment industry knowledge
- Prepare for behavioral and situational interview questions that assess your problem-solving and decision-making skills, as well as your understanding of the investment industry and Vanguard's business
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
