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Vanguard · 1 month ago

Senior Content Personalization Strategist

Malvern, PA

Full-time

Hybrid

Senior Level

7+ years exp

Vanguard is a leading financial services company focused on the long-term financial wellbeing of clients. The Senior Content Personalization Strategist will lead the strategy and governance for personalized content experiences powered by generative AI, collaborating with various teams to ensure timely and accurate content delivery to advisors.

FinanceFinancial Services

No H1B

Responsibilities

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

Qualification

Content personalization strategyB2B financial services experienceInvestment product knowledgeCollaboration with technology teamsAnalytical skillsModular content modelsAI exposureLeadership

Required

7 to 10 years in content strategy, marketing strategy, or experience architecture, ideally in B2B financial services or a regulated industry

Proven track record in leading personalization or journey orchestration programs, including segmentation and measurement

Strong understanding of investment and advisory products, with the ability to translate product changes into clear requirements and release plans

Experience working with technology and data teams to implement strategies within platforms like CMS, DAM, CRM, and CDP

Ability to facilitate decision-making, manage trade-offs, build consensus, and address risks proactively

Proficiency in designing experiments, defining KPIs, and making data-driven recommendations

Preferred

Familiarity with modular or componentized content, taxonomy, and metadata design

Experience in advisor, wealth, asset management, or related financial services areas

Some exposure to AI-assisted orchestration or agentic workflows in marketing or client experience contexts

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

Recent News

PR Newswire

Vanguard Appoints Natalie Lamarque as Chief Legal Officer

2025-09-05

citybiz

Vanguard Managing Director Karin Risi to Retire

2025-03-15

PR Newswire

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

2025-03-14

Company data provided by crunchbase