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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing multi-year marketing strategies, audience segmentation, and value proposition development within the financial services sector. Proven ability to leverage market research and client feedback to drive engagement, retention, and growth in B2B and B2B2C environments.
Highest-signal resume keywords
Marketing Strategy DevelopmentAudience Segmentation FrameworksStakeholder ManagementFinancial Services MarketingMeasurement Frameworks
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Marketing StrategyAudience PositioningValue Proposition DevelopmentMarket ResearchClient Engagement StrategiesGo-To-Market PlanningPerformance MeasurementB2B MarketingB2B2C MarketingMarketing Plans
Soft Skills
Strong CommunicationInfluencing SkillsCross-Functional CollaborationLeadership
Certifications & Qualifications
Undergraduate Degree in MarketingGraduate Degree Preferred
Industry Keywords
Financial Well-BeingParticipant Financial SuccessRetirement MarketingWorkplace BenefitsFinancial WellnessWealth ManagementInvestment Product KnowledgeCompetitive IntelligenceClient FeedbackMarket Trends
About the role
Key responsibilities & impact- Lead development and execution of multi-year marketing strategies for Vanguard's Financial Well-Being and Participant Financial Success offerings
- Translate business objectives, market opportunities, and client needs into actionable marketing strategies, annual plans, and measurable objectives
- Define and evolve audience-specific positioning, value propositions, messaging frameworks, and value stories
- Develop audience segmentation frameworks, journey strategies, and marketing plans for plan sponsors, consultants, and participants
- Leverage market research, client feedback, competitive intelligence, adoption data, and industry trends to identify opportunities
- Monitor industry, regulatory, competitive, and workforce trends
- Lead go-to-market planning and commercialization efforts for strategic initiatives, solutions, partnerships, and enhancements
- Partner across Product, Sales, Relationship Management, Strategy, Analytics, Digital, Creative, and Integrated Campaign teams
- Drive retention and expansion strategies to strengthen client engagement, increase solution adoption, and demonstrate business value
- Serve as a trusted advisor to senior leaders on audience strategy, market positioning, growth opportunities, and investment priorities
- Lead annual and quarterly planning processes to align marketing roadmaps, resources, and investments
- Establish and maintain measurement frameworks to assess performance and optimize marketing effectiveness
- Foster a test-and-learn culture supporting experimentation, innovation, and refinement of messaging, content, channels, and audience strategies
Requirements
What you’ll need- Minimum eight years related work experience, including five years of marketing experience
- Experience developing and executing marketing strategies that drive engagement, adoption, retention, and growth within B2B and/or B2B2C environments
- Strong communication and stakeholder management skills with the ability to influence cross-functional partners and senior leaders
- Undergraduate degree in Marketing, Business, Communications, or equivalent experience required
- Experience in retirement, workplace benefits, financial wellness, wealth management, or financial services marketing preferred
- Broad knowledge of Vanguard's investment product line-up and an understanding of the overall investment markets
- Graduate degree preferred
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model with enhanced flexibility
- In-person learning, collaboration, and connection
- Opportunities to learn and develop skills as individuals and as a team