Head of Investment Product Marketing at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Expertise in product positioning & messaging to develop compelling, differentiated narratives for advisors, consultants, investment strategists, and end clients
Experience leading go-to-market strategy for investment product launches, fund events, and market movements using analytics, competitive insights, and trends
Skills in sales enablement, including designing sales collateral, advisor toolkits, product guides, presentations, and training
Ability to drive thought leadership & content strategy, collaborating with content teams, investment teams, portfolio managers, and SMEs
Proficiency in digital marketing & analytics, including digital channels, SEO, content marketing, targeted campaigns, and performance measurement
Knowledge of compliance & regulatory alignment to ensure materials adhere to industry regulations and internal policies
Proven team leadership experience inspiring a team of 15+ marketing managers, creatives, and production specialists
Strategic vision combined with pragmatic execution, creativity, and analytical rigor in B2B and B2C marketing
Strong relationships with stakeholders across PRD, IMG, OGC, and divisional marketing teams
Deep understanding of institutional investors, financial advisors, and high net worth personal investors' needs, motivations, and dynamics
Proven experience in marketing investment products, with grasp of portfolio construction, asset allocation, and investment strategy
Ability to translate complex investment concepts into clear, actionable marketing communications for advisors, consultants, benefits managers, and personal investors
Prior leadership in investment marketing preferred
Exceptional communication skills, collaborative mindset, and relentless work ethic
High level of data fluency to analyze metrics and feedback for optimizing initiatives, focusing on product adoption (AUM growth), campaign performance (KPIs like engagement, conversion, leads), and sales enablement impact

Responsibilities

Develop compelling product narratives and messaging frameworks aligned with firm objectives
Lead creation and execution of integrated go-to-market plans for product launches, fund events, and market movements
Work with Sales Channel Marketing Team to design and deliver sales collateral, advisor toolkits, product guides, presentations, and training
Collaborate with Content Marketing Team, investment teams, portfolio managers, and SMEs to produce thought leadership, educational content, and market commentary
Leverage digital channels, search optimization, content marketing, targeted campaigns, and analytics to drive product awareness, engagement, and results
Ensure all marketing materials and campaigns comply with regulations, working with compliance and legal teams
Inspire and lead a team of 15+ to deliver high-quality work consistently
Work closely with investment specialists, portfolio managers, divisional marketers, sales leaders, and compliance to craft compelling, compliant messaging
Analyze metrics and advisor feedback to refine initiatives and achieve KPIs in product adoption, campaign performance, and sales enablement

Skills

Key technologies and capabilities for this role

Product PositioningMessaging FrameworksGo-to-Market StrategySales EnablementSales CollateralThought LeadershipContent StrategyDigital MarketingSearch OptimizationAnalyticsComplianceTeam LeadershipB2B MarketingB2C Marketing

Questions & Answers

Common questions about this position

What is the team size this role will lead?

The role involves inspiring and leading a team of 15+ marketing managers, creatives, and production specialists.

What key skills and expertise are required for this position?

The role requires expertise in product positioning & messaging, go-to-market strategy, sales enablement, thought leadership & content strategy, digital marketing & analytics, compliance & regulatory alignment, plus a deep understanding of institutional investors, financial advisors, and high net worth investors, along with prior leadership in investment marketing.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What makes a strong candidate for the Head of Investment Product Marketing role?

Strong candidates combine strategic vision with pragmatic execution, creativity and analytical rigor, exceptional communication skills, a collaborative mindset, relentless work ethic, and proven experience translating complex investment concepts into clear marketing communications, with prior leadership in investment marketing preferred.

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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