Participant Marketing Executive at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement PlansIndustries

Requirements

Minimum eight years related work experience with five years of marketing experience
Undergraduate degree in Marketing or equivalent experience required
Graduate degree preferred

Responsibilities

Lead a team of marketing strategists to design and execute all scalable participant marketing campaigns
Ownership for scalable (all-plan) participant engagement communications – e.g. plan action (enroll), promotion of self-directed products (financial wellness)
Ownership for scalable (all-plan) in-plan advice and Personal Investor product campaigns to participant only audiences, inclusive, e.g. multi-channel campaigns and nudges, digital on-ramp design and “hero placements”
Crossover marketing “oversight” – Provide strategic direction and input to ensure crossover journeys are “coherent, seamless, and reflective of the workplace channel” for participants who also have retail investment accounts with Vanguard
Define and deliver marketing and communications strategies to targeted audiences, using a mix of experiments to learn and campaigns to scale and automate
Build brand awareness and establish enduring relationships with retirement plan participants as well as improve client and participant satisfaction
Increase consideration of Vanguard’s in-plan and out-of-plan offers with participants and plan sponsors
Drive conversion of products and services relevant to the plan and participant moments that matter
Partner with cross-functional teams to develop technology, processes, and platform enhancements to ensure long-term sustainability
Deepen use of data to trigger on key moments that matter to develop compelling, timely, and personalized marketing campaigns

Skills

Marketing Strategy

Campaign Management

B2C Marketing

B2B2C Marketing

Participant Engagement

Digital Marketing

Multi-Channel Campaigns

Brand Awareness

Data-Driven Marketing

Cross-Functional Collaboration

Personalization

Financial Wellness

Product Promotion

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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