Marketing Manager (Growth and Retention)

Job Description

About Vanguard

Vanguard Australia has been helping investors achieve their long-term financial goals for over 20 years. Serving institutional and individual clients, and financial advisers, we offer investment solutions that are low-cost, diversified and robust through time.

With more than AUD $11 trillion in assets under management Vanguard is one of the world’s largest global investment management companies. In Australia we partner with institutional clients, financial advisers and individual investors to offer low-cost investment solutions. Our comprehensive range of managed funds, exchange traded funds (ETFs) and tailored investment solutions are built to support long-term investment success for our clients.

Our Team & Opportunity

The past two years has seen significant transformation for Vanguard Australia in business strategy and in the discipline of Marketing. A strategy of growth will see Vanguard Australia expand its offer across both the Intermediary (B2B) and the Direct to Investor (B2C) strategies. We appointed our first Global Chief Marketing Officer, and in Australia, our Marketing department is now a standalone function with a growth agenda to serve both our intermediary clients as well as directly to our investors and future Super members. As part of this transformation, we are looking for a Marketing Manager to focus and lead across Growth and Retention

What you will do

• Developing and leading the onboarding program to ensure our clients have an excellent experience from the moment they join Vanguard
• Developing growth campaigns to drive engagement and connection with our existing clients
• Working independently, initiates and / or leads client marketing programs, initiatives, promotions, or research projects on consumer insights and client segments.
• Develops, implements, and monitors client marketing plans. Contributes expertise to major marketing deliverables, milestones, and required tasks. Identifies marketing opportunities based on segmentation analysis and client insights to drive client engagement, retention, and new business opportunities.
• Ensures client marketing plans are aligned with the overall department strategy. Assists with defining the appropriate success and effectiveness of marketing initiatives and drafts in-depth reviews of marketing effectiveness. Maintains a strong knowledge of Vanguard's business, clients, and competitors to enhance marketing effectiveness.
• Proactively communicates status and issues of client marketing activity regularly to stakeholders, including sales professionals, business leaders, team members, and senior managers.
• Builds and maintains effective relationships with various parties including sales professionals, business leads, and key decision makers. Proactively fosters communication between stakeholders.
• Proactively identifies, manages, and mitigates risks on client marketing activities.
• Participates in special projects and performs other duties as assigned.

What are we looking for

• Strong digital consumer marketer
• Experienced in working at a client journey level (Awareness – Join – Grow – Retain) in cross function teams
• Financial services experience is preferred
• Solid experience in a similar role and willingness to take accountability
• Undergraduate degree in Marketing or equivalent experience required.

Specializations that will make an impact

• Financial services experience is preferred

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.

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.