Senior Engagement Strategist
HybridMalvern, Pennsylvania, United States
Job Summary
Define experience strategies, audience criteria, and journey maps for integrated advisor journeys aligned to business priorities and IOS outcomes. Develop positioning, experience briefs, hypotheses, learning agendas, and success measures to guide cross-functional execution. Partner with Digital Marketing Managers to translate strategy into trigger-based, always-on digital journeys using marketing automation and personalization capabilities. Apply client intelligence, behavioral signals, segmentation, and performance data to improve targeting, sequencing, and journey orchestration across digital and human channels. Synthesize qualitative and quantitative insights to identify optimization opportunities and lead experimentation plans that validate hypotheses and build reusable learnings. Coordinate with analysts to define KPIs, monitor OKR progress, and recommend optimizations while communicating recommendations and risks to stakeholders.
Required Qualifications
- 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 working in the Financial Services sector or equivalent B2B experience
- 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 define objectives and work with a team to develop a cohesive strategy that drives business results
- Ability to manage multiple strategic assignments at once
- Excellent communication and interpersonal skills
- Strong persuasion and influence skills
- Must be able to lift 50 lbs
Desired Qualifications
- Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position
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