Investment Marketing Specialist

Job Description

As part of the new Investment Marketing team you will be responsible for ensuring more investors find success with Vanguard’s world-class investment management capabilities and products. Your role will be to ensure products and capabilities are clearly described, well positioned and adequately supported throughout the sales funnel, and across market cycles and distribution channels.

The ideal candidate will have strong communication & marketing (positioning) skills, relationship management and the ability to persuade and influence across multiple stakeholders. You will have experience promoting products in both the face-to-face and digital environment.

This is a truly collaborative role that intersects across product research and development, channel marketing, editorial, and sales. Turn your passion for marketing and investment products into a world of opportunity at Vanguard!

In this role, you will:

• Develop and manage marketing activity to drive the health and commercial success of Vanguard’s funds, ETFs and model portfolios.
• Independently initiate and/or lead investment marketing programs, initiatives, promotions, or research projects to improve the positioning and uptake of your designated products.
• Work with editorial, digital and production teams to create new marketing documents, insights, sales materials, communications and digital journeys to ensure products are supported throughout the sales funnel in both face-to-face and online channels.
• Ensure accurate and timely quarterly reporting of performance and commentary for your product area, as well as managing other periodic updates.
• Support the launch of new products with clear positioning and key take-to-market collateral, announcements, and training materials.
• Create materials to educate crew and clients on the features, benefits, and associated messaging for all products and ensure these are consistently applied across all client segments.
• Work with the channel marketing and distribution functions to ensure that product materials and insights are used effectively based on Seismic and web data.
• Manage legal, compliance and subject matter expert signoffs to ensure materials are compliant and appropriate.

What it takes

• Minimum 5 years related work experience in asset management
• Undergraduate degree in Marketing or equivalent experience required.
• An ideal candidate will have experience in strategic product positioning and communication with strong written communication and presentation skills.
• Experience of index funds & ETFs, multi-asset, model portfolios, active funds or ESG required
• Experience in delivering cross-departmental projects with strong project management skills.
• Strong interpersonal communication skills (assertive, consensus building). Ability to persuade and influence stakeholders to achieve a coordinated process with optimal outcomes.
• Experience with financial advisor and wholesale investment professionals an advantage.
• German or Italian language an advantage but not mandatory

Special Factors

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.

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

Inclusion at Vanguard

Vanguard’s continued dedication 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.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.