Personal Investor Channel Marketing Manager, Specialist

Job Description

The Channel Marketing Manager will be primarily responsible for leading and implementing the client engagement strategy for Vanguard’s UK Personal Investor business, designing and driving channel marketing plans for our existing base of clients by applying expertise in client insights, business strategy and market knowledge. The individual is additionally responsible for other marketing campaigns and continuously evaluates success of marketing initiatives by analysing client insights and outcomes.

The Channel Marketing Manager will be primarily responsible for leading and implementing the client engagement strategy for Vanguard’s UK Personal Investor business, designing and driving channel marketing plans for our existing base of clients by applying expertise in client insights, business strategy and market knowledge. The individual is additionally responsible for other marketing campaigns and continuously evaluates success of marketing initiatives by analysing client insights and outcomes.

In 2017, Vanguard brought our mission to UK retail investors with the launch of Vanguard’s UK Personal Investor (UKPI) business. We have since been growing rapidly (#1 fastest growing platform in the UK), with over 550k clients and an increasingly broad range of services (ISA, JISA, SIPP, and guidance) to support the everyday investor in reaching their desired investment outcomes.

The European Marketing department has played a pivotal role in the growth of the UKPI business, promoting our brand and value proposition “Value to Investors” to direct clients through a variety of communication channels including advertising, PR, content, and digital. As the business continues to grow, the UKPI Marketing Team will be increasingly responsible for not only driving brand awareness, consideration & conversion, but also building loyalty within our existing base of clients. Loyalty, in the form of deeper client relationships, client advocacy and client retention, is the result of delivering superior client outcomes and requires needs-based, personalised engagement.

The Channel Marketing Manager role will be primarily responsible for loyalty-focused marketing campaigns and initiatives, and partnering with key business teams (including product, client experience, client services, and data & analytics) to shape needs-based, personalised engagement strategies for existing clients. As client engagement is still a nascent marketing and business priority, the role represents a unique opportunity to build, own, and execute on an increasingly important part of the UKPI strategy. The role involves partnering to build out data and analytics capabilities to better understand client needs and behaviours; assessing the various channels we can effectively and efficiently engage with our client base, and establishing a ‘marketing toolkit’ for each; and collaborating with business partners to test and learn different engagement approaches. The role’s secondary focus will be flexing marketing skills and expertise across the marketing funnel (e.g., supporting awareness and acquisition focused campaigns, managing vendor relationships, marketing analytics and more).

In this role, you will report to the Head of Marketing for Personal Investor in Europe and sit in the UKPI Channel Marketing team as well as being a key collaborator and stakeholder with our Product, Client Experience, and Data & Analytics teams (amongst others).

Core Responsibilities:

• Creates and leads client engagement marketing plans by translating business objectives into defined channel marketing goals, strategies, and tactics to build client loyalty. Develops and directs channel marketing plans that are well-informed by the competitive landscape and suited for the regulatory environment. Aligns activity with deep understanding of business strategy, client needs, and propositional strategy.
• Partners with key business teams to shape needs-based, personalised engagement strategies for existing clients.
• Builds and fosters effective relationships, particularly in cross-collaboration working groups. Proactively fosters communication between internal department and external department stakeholders. Influences key decisions across stakeholder groups.
• Proactively identifies, manages, and mitigates risks on channel marketing activities. Communicates solutions on key issues to management and stakeholders to obtain their input and buy-in as appropriate.
• Proactively communicates status and issues of marketing activity regularly to stakeholders, including senior leadership and team members.
• Provides guidance and consultation on channel marketing best practices and common obstacles based on prior experiences.
• Serves as a trusted advisor and internal expert to ensure the right solution is developed for various stakeholders as well as supporting fellow Marketing teammates.
• Participates in special projects and marketing campaigns outside client activation and performs other duties as assigned.

Preferred Skills / Experience:

• Experience in the UK/European direct to consumer space, ideally within financial services or the asset management industry. Reasonable understanding of the needs and issues facing individual investors today.
• Excellent project management leadership, planning and collaboration skills
• Excellent communication skills (written, verbal) and history of being a team player
• Ability to think strategically and tactically
• Proven experience developing and implementing a successful and measurable marketing strategy, with an emphasis on engagement with existing clients
• Required marketing qualification or equivalent work experience. Additional experience in product management or client service preferred though not required.

Qualifications:

• Minimum five years related work experience, two years of marketing experience.
• Undergraduate degree in Marketing or equivalent experience required.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• This is a hybrid position and would require you to work in the office location Tuesday-Thursday.

About Vanguard

Vanguard is an investment company unlike any other. It was founded by Jack Bogle in the US in 1975 on a simple but ground-breaking idea: that an investment company should handle its funds solely in the interests of its clients. Jack helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market. They supervise the performance of the entire market. Or as Jack put it, "Don't look for the needle in the haystack. Just buy the haystack!”. We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors worldwide now trust us with their money.

Inclusion Statement

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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.