Senior Marketing Manager, Adviser

3 months ago

Melbourne, Australia Vanguard Full time

About Vanguard

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. 

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals. 

Team and Opportunity

We are seeking a dynamic and experienced Senior Marketing Manager - Adviser to join our Growth and Retention marketing team at Vanguard Australia. Leading a team of three marketing specialist you willbe responsible forthe delivery ofimpactful adviser marketing initiatives to drive growthwithin our adviser segment.

The ideal candidate will have a strong background in B2B growth and retention marketing strategy, sales enablement, nurture journeys and event management. If you’re passionate about creating innovative marketing solutions, have a track record of driving results, and thrive in a fast-paced environment, we’d love to hear from you. .

Responsibilities:

Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.Develops and executes adviser marketing strategies that drive demand and increase market share within the adviser segment. Collaborates with cross-functional teams including the broader Marketing, Sales, and Product teams, to align adviser marketing initiatives with business objectives and sales targets.Partners closely with Sales team tin achieving sales targets. Provides sales teams with the resources, content and events they need to effectively engage with adviser prospects and clients.Leads the development of growth and retention marketing strategies to engage advisers at each stage of the customer journey. Creates personalised and automated campaigns to drive share of wallet and retention of advisers.Oversees the adviser sponsorship, event and webinar strategy. Tracks and measures performance of sponsorships, events and webinars, and conduct PIRs to continuously improve performance and impact of these activities.Leverages data and analytics to track and analyse key performance metrics related to adviser marketing initiatives, and marketing ROI.Provide regular reporting and insights to senior leadership on the effectiveness of adviser marketing programs and campaigns. Uses data-driven insights to identify opportunities for optimisation and improvement within the adviser marketing function.Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements in adviser marketing strategies. Maintains an appropriate level of technical marketing and business knowledge to support program implementation.Participates in special projects and performs other duties as assigned.

Qualifications/Skills:

Bachelor's degree in Marketing, Business Administration, or related field8+ years of experience in Wealth Management marketing roles, with a proven track record of driving results and achieving revenue targets.Strong leadership skills, with experience leading cross-functional teams and collaborating with stakeholders at all levels of the organization.Deep understanding of adviser marketing principles, strategies, and tactics, including demand generation, sales enablement, lifecycle marketing, nurture journeys, event management.Excellent analytical skills and the ability to leverage data and insights to drive decision-making and optimise marketing performance.Exceptional communication skills, both written and verbal, with the ability to articulate complex ideas and concepts in a clear and compelling manner.

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.

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.

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