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.

• 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.

• Bachelor's degree in Marketing, Business Administration, or related field
• 8+ 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.