Vanguard · 15 hours ago
CX Orchestration Lead
Malvern, PA
Full-time
Hybrid
Senior Level
5+ years expVanguard is a company focused on the long-term financial wellbeing of its clients. The CX Orchestration Lead plays a crucial role in modernizing marketing and experience technologies, collaborating with cross-functional teams to enhance personalized experience strategies at scale.
FinanceFinancial Services
No H1B
Responsibilities
Partners with strategists to identify opportunities to leverage existing Personalization & Automation capabilities
Uses their deep understanding of current MarTech capabilities and channels to orchestrate personalized marketing interactions with clients and prospects at scale
Serves as the connection between marketing strategy and marketing technology experts; Translates go-to-market plans into technical journey maps, detailing data, technology and operational capability requirements
Drives standardization across marketing journeys to support scaling of Personalization and Automation
Identifies opportunities to connect and optimize journeys
Proactively analyzes business and user needs and identifies, evaluates, and develops complex information systems to meet business requirements. Provides insight on the business implications of technology systems
Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results. Formulates and defines the systems scope and objectives, based on user needs and industry requirements
Utilizes deep understanding of business needs to direct process improvement projects for internal business groups, aiming to improve key business results. Leads the design and testing of new or enhanced applications that align to the overall business technology strategy
Leads the implementation of business systems and software. Analyzes, defines, and documents existing systems logic challenges, and makes revisions to address business issues
Monitors user experiences and feedback on the use of business applications, and makes enhancements to system productivity, as needed. Leads the collection, documentation, and maintenance of functional requirements and modeling
Guides and advises less experienced crew
Participates in special projects and performs other duties as assigned
Qualification
Required
5+ years of proven success in developing and executing omni-channel marketing strategies for growth and engagement. (Email, Paid Media, Website, Direct Mail, Telemarketing, Call Center)
Strong background in analyzing behavioral data to plan, orchestrate and optimize customer journeys
Must be able to support the execution of email marketing programs, including segmentation, testing, deployment, and continuous evaluation for improvement
Hands-on executional experience with Adobe Journey Optimizer and Adobe Experience Platform OR demonstrated expertise in Salesforce Marketing Cloud – Email, Content Builder, Automation Studio, and Journey Builder
Demonstrated understanding of marketing personalization technology platforms (Email, Marketing Automation, DMP, CDP, Experimentation and Personalization tools, web analytics, and tag management. Experience with Adobe tech stack - Audience Manager, Target, Analytics, Experience Manager, Real-time CDP
Ability to communicate complex concepts clearly and persuasively across different audiences and varying levels of the organization
A test and learn mindset with the drive to both think and do
Five years related work experience
Undergraduate degree or equivalent combination of training and experience
Preferred
Three years experience in business technology preferred
Graduate degree preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey 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
2026-01-20
2025-09-05
2025-03-15
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