Director, Client Marketing (Wealth Management)
Core
Strategic marketing leader driving growth, engagement, and differentiation for Vanguard's Wealth Management retail segment ($10M+ AUA) by shaping multi-year strategies, leading cross-functional teams, and optimizing media budgets.
Role type
Senior Director, Client Marketing (Wealth Management)
Builds
Digital campaigns, cross-selling opportunities, thought leadership, content strategy, and relationship-deepening programs for retail clients.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Strategic marketing planning, cross-functional leadership, B2C channel strategy, media budget management, stakeholder influence, team development, data-driven decision making, investment landscape expertise.
Preferred skills
Consumer-facing strategy execution, ROI optimization, matrixed team collaboration, operational process design.
Technologies
Marketing technology platforms, analytics tools, digital campaign management systems.
Responsibilities
Create and implement multi-year marketing strategy; Act as strategic advisor to Wealth Management leadership; Guide matrixed marketing teams; Provide oversight for B2C spinal functions (channel, operations, creative, martech, analytics); Direct media budget strategy; Build enterprise partner relationships; Manage operational processes for Marketing Managers; Lead and develop a team of marketing strategists.
Seniority
Senior Director, strategic leadership & team management