Senior Engagement Strategist


Join Financial Advisor Services (FAS) Marketing as a Senior Marketing Engagement Strategist. In this role youll work closely with one of our B2B Marketing Capability Owners to develop omni channel journey strategies to reach and attract financial advisors to drive business outcomes.

You will work closely with advertising, research, data, positioning, and digital strategy to uncover insights about our audience and lead the strategy and development of automated omni-channel journeys and marketing campaigns designed to meet advisor needs with the right message at the right time. As a member of our engagement strategy team, you’ll collaborate with other engagement strategists to build a cohesive experience to raise the bar on our client experience.

In this role, you will:

Lead creation and evolution of omni-channel strategies and journeys by aligning business objectives with audience needs. 

Work with cross-functional teams to coordinate and deliver solutions to increase advisor engagement aligned to business objectives .  Present and recommend solutions to senior leaders, internal partners, and stakeholders. 

Partner with our advertising team and media agency to launch campaigns and journeys through a variety of paid media channels.

Develop audience measures and KPIs in partnership with product owner.  

Identify initial problem statements with product owner, set learning agenda, and collaborate with researchers to design audience research and bring actionable insights back to team. 

Synthesize qualitative and quantitative insights to continually improve the client experience. Analyze data and user feedback to make decisions and recommendations. 

Lead audience discovery strategy and planning, and partner in stakeholder analysis including helping conduct stakeholder interviews to establish audience needs. 

Conduct additional research activities as needed including competitive analysis, content audits, marketing technology assessments, etc. 

Partner in research efforts with internal research groups and external firms as needed. 

Establish strategic recommendations for the marketing team you support.

Evaluate current-state metrics in partnership with data analyst and digital marketing strategist.

Consult on marketing tactics with channel strategists and digital marketing strategists.

Develop audience measures and KPIs in partnership with product owner and data analyst.

Refine backlog of work with product owner.

Develop experimentation plans with digital strategist and data analyst.

Participate in special projects and performs other duties as assigned.

An ideal candidate will have:  

Undergraduate degree or equivalent combination of training and experience. 

Minimum five years related experience. Two years in digital marketing, user experience, or client experience. 

Experience building paid media campaigns required .

Experience with LinkedIn advertising preferred but not required .

Ability to define objectives and work with a team to develop a cohesive strategy that drives business results. 

Ability to understand and communicate customer needs and business strategies.  

Ability to present thoughts both verbally and visually (storytelling) using PowerPoint and Word. 

A high degree of creativity, empathy, passion, and problem-solving ability. 

Experience working with cross-functional teams. 

Ability to manage multiple strategic assignments at once. 

Excellent communication and interpersonal skills. 

Strong persuasion and influence skills.

Experience working in the Financial Services sector or equivalent B2B experience.

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. 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 Vanguards 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.

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.

Vanguard, one of the worlds largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients best interests.

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