Senior Personalization Strategist

Senior Personalization Strategist

Vanguard's Financial Advisor Services is transforming the way advisors interact with our products and expertise through digital channels. As the Senior Personalization Strategist, you will lead the strategy, systems, and governance that make personalized content possible at scale powered by generative AI. Your primary focus will be on enabling hyper-personalized, meaningful, and impactful content experiences; determining the why and how we personalize content to advisors. You will work side by side with research, engagement strategy, client journey owners, next best action program management, digital product, FAS marketing technology, and UX to ensure that what we deliver to advisors is timely, accurate, personalized, and aligned to business priorities.

In this role you'll :

• Lead content personalization strategy : Partner with Segmentation and Next Best Action Product Manager to define segments, journey stages, and content variants to enable the creation of tailored experiences for advisors across multiple channels.
• Ensure product accuracy and clarity : Maintain a deep understanding of investment and advisory products, validate critical information with product owners and subject matter experts, and ensure content remains accurate and compliant.
• Translate strategy into operations : Partner with Engagement Strategy to develop operational specifications for our AI-powered engagement engine, including metadata, tagging, and test plans.
• Establish content governance : Implement and manage governance processes to ensure content accuracy, compliance, accessibility, and brand consistency.
• Architect modular content : Design reusable content components and standards to support efficient and adaptable content creation for different advisor segments and lifecycle stages.
• Drive cross-functional alignment : Work closely with Client Intelligence & Insights, Client Journey Management, and Engagement Strategy to prioritize initiatives and make informed decisions.
• Measure performance and learning : Define key performance indicators (KPIs), set up experiments, analyze results, and refine strategies to enhance engagement and operational efficiency.

What it takes :

Preferred Qualifications :

Special Factors

Sponsorship : Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.