Plan Sponsor Partnership Marketing Executive at Vanguard

Malvern, Pennsylvania, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 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 communication consultants to design and execute plan-specific communications, marketing, and engagement efforts
Work with client teams to identify “early adopter” plan sponsors and design custom “financial wellness blitz” campaigns
Influence plan sponsors to partner with Vanguard on relevant financial wellbeing services and leverage the plan sponsor’s channels to distribute information to participants
Optimize this function to balance servicing and marketing – new interaction models, roles and responsibilities, internal stakeholder support, etc
Define and deliver marketing and communications strategies to target 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

B2B2C Marketing

Team Leadership

Communication Design

Campaign Management

Financial Wellness

Stakeholder Management

Brand Awareness

Data-Driven Marketing

Personalized Campaigns

Cross-Functional Collaboration

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.

Land your dream remote job 3x faster with AI

Try Jobo Free