Marketing Program Manager, Personal Wealth

The ideal candidate is action- and solution-oriented, influential across broad stakeholder groups, and able to move seamlessly between tactical execution and strategic thinking. They translate data and insights into actionable recommendations that improve process, adoption, and performance.

This role carries a high level of technical and cross-functional complexity, with oversight of end-to-end HyperP delivery and integration into BAU processes and workflows.

• Embed connected client journeys into BAU workflows to deliver seamless end-to-end experiences.

• Scale delivery by improving throughput, readiness tracking, and milestone/dependency management.

• Reinforce accountability through clear SLAs, deliverables, timelines, and operating cadences.

• Coordinate across Marketing, Technology, Analytics, PI, and other cross-functional partners as complexity increases.

• Communicate across tactical and strategic forums, including BRP and planning sessions.

• Proactively manage risks, remove blockers, and maintain delivery momentum.

• Act as a connector across teams, using a consultative, solution-oriented approach to drive outcomes.

Responsibilities

• Align directly to the HyperP core team, enabling operations and end-to-end integration of personalized client experiences across marketing, technology, and cross-functional delivery.

• Partner with Personal Wealth Marketing, Business Owners, Marketing, and Engagement Strategy to prioritize the client journey roadmap and coordinate with Data Analytics, CXD, PI Tech, PWM teams, and channel partners.

• Key areas of focus include:

• Operations: Coordinate intake, tranche planning, requirements, go/no-go decisioning, artifact maintenance, dependency management, stakeholder connections, and adoption of HyperP capabilities, tools, and standardized processes.

• Planning: Facilitate quarterly BRP planning, mid-quarter performance check-ins, prioritization and decision-making, monthly insights and capacity forecasting, and weekly progression meetings.

• Communications: Build awareness of HyperP tools, requirements, processes, and best practices; elevate program communications, manage the monthly newsletter, and support Executive SteerCo and stakeholder alignment forums.

• Process: Evolve the HyperP operating model by reimagining processes, standardizing meeting cadence and structure, and improving measurement.

• Serve as a strategic connector across teams to align priorities, clarify decision rights, and accelerate execution.

• Influence without direct authority by building trust, credibility, shared ownership, and strong facilitation practices.

• Translate data, stakeholder feedback, and pilot learnings into actionable recommendations aligned to company strategy and market conditions.

• Build leader relationships across PWM, foster stakeholder communication, and influence key cross-functional decisions.

• Proactively identify, manage, and mitigate risks and issues; communicate solutions and secure stakeholder input and buy-in.

• Participate in special assignments and perform other duties as assigned.

What Success Looks Like

Delivery Excellence

• Initiatives are delivered on time with predictable execution.
• Dependencies, risks, and issues are identified early, managed proactively, and escalated when needed.

Operational Readiness

• Teams are prepared to launch and support new capabilities.
• Release plans, support models, and readiness activities are coordinated to ensure a smooth transition to BAU operations.

Execution Coordination

• Product, Engagement Strategy, Technology, Activation, Analytics, and Operations are aligned on roles, timelines, milestones, and commitments.
• Cross-functional blockers are resolved quickly.

Required Qualifications

• Minimum of five years related work experience. Two years of managing a project preferred. Financial Services and function-specific experience preferred.
• Undergraduate degree or equivalent combination of training and experience required.

Preferred Qualifications

• Strong analytical, organizational, and problem-solving skills; ability to work effectively in a matrixed environment
• Comfortable engaging technical stakeholders and translating business needs into actionable requirements
• Proven ability to influence cross-functionally and lead through ambiguity
• JIRA, Confluence, and Workfront experience
• Deep understanding of client experience
• Graduate degree preferred

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.