Investment Marketing Specialist

The Role

The Investment Marketing Specialist (Active Fixed Income) is responsible for driving the successful positioning messaging and go-to-market execution of our AFI products. The role acts as the bridge between Investment Management Group (IMG) Product Sales and Marketing ensuring that our AFI offering resonates with target audiences stands out in the market and supports our business goals and objectives. The role requires deep understanding of fixed income markets strong storytelling ability and the capability to translate complex market themes into clear clientoriented messages.

Key Responsibilities

Planning

• Develop and execute marketing plans to elevate the profile of the firms active fixed income franchise

• Monitor macroeconomic conditions interest rate developments and sectorspecific trends to adjust messaging and content priorities

• Analyse market trends competitor activity and client insights to inform marketing plans and messaging

• Collaborate with senior leadership to align marketing initiatives with commercial objectives

Positioning & Messaging

• Formulate strategic postures and develop compelling product positioning that reflects investment philosophy product narrative alpha drivers risk management and track record across strategies (e.g. government bonds investment grade high yield emerging markets debt multi-asset credit and absolute return) and client channels

• Create messaging frameworks that resonate with end clients digital wealth partners advisers and wholesalers. Work with Content and other partners to align content strategy to product marketing strategy aligned to channels and audiences

• Convert technical portfolio insights into clear narratives for target client segments

Go-to-Market Strategy

• Plan and execute AFI product launches and feature releases

• Collaborate with cross functional teams (e.g. Content PRD Channel IMG) to define launch scope timelines and assets

• Monitor launch performance and iterate on go-to-market strategies

Sales Enablement

• Create sales tools such as fund brochures pitch decks product overviews and fund commentaries that support client conversations and reinforce product value propositions

• Train sales teams in partnership with PRD on product features benefits and positioning

• Maintain a library of uptodate materials ensuring consistent and compliant messaging across regions and channels

Stakeholder Collaboration

• Work closely with portfolio managers credit analysts and economists to stay informed about performance portfolio positioning and risk themes

• Collaborate with product specialists to ensure messaging aligns with strategy objectives and competitive landscape

• Coordinate with legal and compliance to ensure all marketing outputs meet applicable fixed-income regulatory standards

Monitor Product Performance & Market Adoption

• Monitor flows and AUM trends within fixed income to enhance product storytelling and reporting

• Produce regular dashboards for leadership that show how Vanguard is performing in the active fixed income space

• Monitor quality engagement metrics to ensure active fixed income material is resonating with clients and client journeys are optimised

What it takes

• Proven significant experience in investment marketing asset management or financial services with a strong focus on active fixed income

• Strong understanding of financial markets specifically bond markets as well as macro economic drivers

• Exceptional writing and communication skills with the ability to simplify intricate fixed income concepts

• Strong proficiency in content management systems analytics tools and understanding of emerging trends in digital communications and AI

• Demonstrated projectmanagement capability with experience delivering crossfunctional initiatives

• Ability to work effectively in a matrixed environment with senior stakeholders

Special Factors

• Vanguard is not offering sponsorship for this position

• This is a hybrid position and would require you to work in the office 3 days per week (Tuesday Wednesday & Thursday)

Why Vanguard

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost uncomplicated investments.

Its what we stand for: value to investors.

Inclusion Statement

Vanguards continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients crew (internally employees are referred to as crew) and communities is guided by one simple statement: Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse inclusive and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguards core purpose through our values.

When all crew members feel valued and included our ability to collaborate and innovate is amplified and we are united in delivering on Vanguards core purpose: to take a stand for all investors to treat them fairly and to give them the best chance for investment success.

O

ur commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race colour national origin or ancestry religion gender sex sexual orientation gender identity or expression age disability marital status veteran or military addition Vanguard prohibits discrimination based on genetic information as well as any other characteristic protected by federal state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informif you need assistance completing this application or to otherwise participate in the application process.

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.