Head of FAS Marketing Planning

November 12, 2019
November 12, 2019
Malvern, PA, US
Job Requisition #127485

The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We’ve gained a loyal following by serving clients (RIA, Bank, and Institutions) with a consultative approach that employs simple, reliable tools and resources to ensure consistent, long-term performance. We care about making advisors and the investors they serve truly successful.  To continue servicing the intermediary audience and expand on our success story, we are seeking strategic, creative thinkers and influential experts eager to help us continue to revolutionize the industry.
Financial Advisor Services (FAS) Marketing is searching for a Head of FAS Marketing Planning.  You will coordinate marketing strategy and planning within FAS marketing through development and implementation of key strategic marketing tools including content strategy and thematic marketing calendar.
The Head of FAS Marketing Planning will serve as FAS brand steward through developing activation of value proposition, ensuring consistency of paying off the brand through execution, and tracking progress through the FAS brand tracker. You will serve as incubator for all marketing needs not mature enough for alignment with content pods (including overseeing marketing initiatives tied to development of go to market planning of new offers and services).

In this role, you will:

  • Leads the marketing strategy for their area of the business. Partners with relevant stakeholders across Vanguard (e.g., sales and client services, other marketing and communications teams, CRR, SRC, IC&R, ISG, PRD, QEG, and CI) to establish priorities, align work objectives and deliverables, and execute marketing plans.
  • Coordinates governance activities with senior leadership and ensures integration, as needed, across marketing managers.
  • Serves as a thought leader on marketing to senior leaders and others. Educates and inspires marketing and communications crew and their business partners regarding marketing strategies and best practices.
  • Develops and implements operational plans to achieve divisional and corporate objectives.  Oversees planning, development and execution of short and long range goals.  Demonstrates initiative and creativity in independently recommending and implementing marketing solutions.  Analyzes costs impacting marketing decisions and other related issues and develops cost effective solutions to marketing issues.
  • Develops processes to gather and consolidate input from sales and client services regarding business needs.  Proactively identifies opportunities to improve content and the positioning of topics critical to the business area. Ensures a consistent feedback loop between marketing, sales and client services.
  • Develops and maintains broad knowledge of competitive offerings, market trends, and industry developments specific to the business area.  Contacts clients and/or conducts research to understand client needs.  Consults internally to convey findings and makes recommendations to senior leadership.
  • Provides direction to team of Marketing Managers to develop, define, and execute multichannel marketing efforts to provide relevant, targeted messaging and thought leadership outreach to support the business and continually build the brand. Approves marketing budgets.  Reviews expenses and ensures the unit operates within budgetary guidelines.
  • Presents multichannel marketing measurement results to senior management as necessary.  Monitors consistency of agreed upon tracking methodology.  Understands parameters of a successful campaign, relevant analytics, and ensures desired results are measurable and tell a compelling story.  Communicates progress, issues, and solutions to senior management to obtain input and buy-in.  Provides written and verbal communication to many different audiences on status of marketing efforts.
  • Leads/assists with general projects related to marketing.  Handles multiple projects simultaneously from conception through execution and implementation of recommendations.  Coordinates, prioritizes and actively manages tasks as needed to meet project timelines.  Participates in and actively supports Vanguard Unmatchable Excellence initiatives.  Implements and utilizes dashboards and other metrics to identify improvement opportunities.

Fulfilling Your Mission
This group shares in Vanguard’s mission to take a stand for all investors. You will support this mission by:
Possessing a deep understanding of advisors and their business, the intermediary financial services market, and competitor strategies.
Exhibiting deep expertise in intermediary, competitive and strategic analysis and non-traditional intelligence approaches.
Attracting, developing, and engaging top-tier talent.

What it takes:
Undergraduate degree or equivalent combination of training and experience. Masters degree / MBA or specialized knowledge/experience/certifications in economy/markets/institutional investing/wealth management preferred. Minimum of eight years general experience, including eight years financial services preferred.
Superior interpersonal communication skills (assertive, consensus building)
Ability to direct, align, manage, persuade and influence Principals and other senior leaders to achieve a coordinated process with optimal outcomes.
Strong written communication and presentation skills.
Experience in delivering cross-departmental projects, strong project management and project leadership.
Strong knowledge of Microsoft applications (PowerPoint, Word, and Excel).
Broad understanding of the investment and financial advisor industry.
Demonstrated ability to learn new concepts quickly and complete multiple and diverse assignments with the highest level of quality.

Special Factors

Extended hours will be required especially during peak activity months.

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

November 12, 2019
November 12, 2019
Malvern, PA, US
Job Requisition #127485

The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We’ve gained a loyal following by serving clients (RIA, Bank, and Institutions) with a consultative approach that employs simple, reliable tools and resources to ensure consistent, long-term performance. We care about making advisors and the investors they serve truly successful.  To continue servicing the intermediary audience and expand on our success story, we are seeking strategic, creative thinkers and influential experts eager to help us continue to revolutionize the industry.
Financial Advisor Services (FAS) Marketing is searching for a Head of FAS Marketing Planning.  You will coordinate marketing strategy and planning within FAS marketing through development and implementation of key strategic marketing tools including content strategy and thematic marketing calendar.
The Head of FAS Marketing Planning will serve as FAS brand steward through developing activation of value proposition, ensuring consistency of paying off the brand through execution, and tracking progress through the FAS brand tracker. You will serve as incubator for all marketing needs not mature enough for alignment with content pods (including overseeing marketing initiatives tied to development of go to market planning of new offers and services).

In this role, you will:

  • Leads the marketing strategy for their area of the business. Partners with relevant stakeholders across Vanguard (e.g., sales and client services, other marketing and communications teams, CRR, SRC, IC&R, ISG, PRD, QEG, and CI) to establish priorities, align work objectives and deliverables, and execute marketing plans.
  • Coordinates governance activities with senior leadership and ensures integration, as needed, across marketing managers.
  • Serves as a thought leader on marketing to senior leaders and others. Educates and inspires marketing and communications crew and their business partners regarding marketing strategies and best practices.
  • Develops and implements operational plans to achieve divisional and corporate objectives.  Oversees planning, development and execution of short and long range goals.  Demonstrates initiative and creativity in independently recommending and implementing marketing solutions.  Analyzes costs impacting marketing decisions and other related issues and develops cost effective solutions to marketing issues.
  • Develops processes to gather and consolidate input from sales and client services regarding business needs.  Proactively identifies opportunities to improve content and the positioning of topics critical to the business area. Ensures a consistent feedback loop between marketing, sales and client services.
  • Develops and maintains broad knowledge of competitive offerings, market trends, and industry developments specific to the business area.  Contacts clients and/or conducts research to understand client needs.  Consults internally to convey findings and makes recommendations to senior leadership.
  • Provides direction to team of Marketing Managers to develop, define, and execute multichannel marketing efforts to provide relevant, targeted messaging and thought leadership outreach to support the business and continually build the brand. Approves marketing budgets.  Reviews expenses and ensures the unit operates within budgetary guidelines.
  • Presents multichannel marketing measurement results to senior management as necessary.  Monitors consistency of agreed upon tracking methodology.  Understands parameters of a successful campaign, relevant analytics, and ensures desired results are measurable and tell a compelling story.  Communicates progress, issues, and solutions to senior management to obtain input and buy-in.  Provides written and verbal communication to many different audiences on status of marketing efforts.
  • Leads/assists with general projects related to marketing.  Handles multiple projects simultaneously from conception through execution and implementation of recommendations.  Coordinates, prioritizes and actively manages tasks as needed to meet project timelines.  Participates in and actively supports Vanguard Unmatchable Excellence initiatives.  Implements and utilizes dashboards and other metrics to identify improvement opportunities.

Fulfilling Your Mission
This group shares in Vanguard’s mission to take a stand for all investors. You will support this mission by:
Possessing a deep understanding of advisors and their business, the intermediary financial services market, and competitor strategies.
Exhibiting deep expertise in intermediary, competitive and strategic analysis and non-traditional intelligence approaches.
Attracting, developing, and engaging top-tier talent.

What it takes:
Undergraduate degree or equivalent combination of training and experience. Masters degree / MBA or specialized knowledge/experience/certifications in economy/markets/institutional investing/wealth management preferred. Minimum of eight years general experience, including eight years financial services preferred.
Superior interpersonal communication skills (assertive, consensus building)
Ability to direct, align, manage, persuade and influence Principals and other senior leaders to achieve a coordinated process with optimal outcomes.
Strong written communication and presentation skills.
Experience in delivering cross-departmental projects, strong project management and project leadership.
Strong knowledge of Microsoft applications (PowerPoint, Word, and Excel).
Broad understanding of the investment and financial advisor industry.
Demonstrated ability to learn new concepts quickly and complete multiple and diverse assignments with the highest level of quality.

Special Factors

Extended hours will be required especially during peak activity months.

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.

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