Patrick Ward

About Patrick Ward

Seasoned marketing leader with 13 years of experience across Financial Services/Fintech, AdTech, Advertising, and Digital Marketing. Currently Director, Institutional Marketing for Vanguard, one of the top 5 global leaders in asset management with over $12 trillion AUM and over 50 million clients. Leads Vanguard’s Institutional Client Experience Team in delivering marketing strategy and execution for Vanguard’s S&P 500 clients and prospective clients, ensuring customized, compliant, and scalable campaigns across the client/investor journey working hand-in-hand with the top institutional sales people at the firm. Deep expertise in building and scaling global marketing teams to drive major client acquisition and retention, while constructing world-class campaigns working for such companies as Vanguard, Media.Monks ($1 billion in revenue and employees, acquired and led by WPP Founder, Sir Martin Sorrell) & Wedbush Securities ($500 million in revenue, worked at both Financial Services division and Fintech division) with such major clients & partners as Oracle, Allianz, Nike, Walmart, Sony, Fiji Airways, and U.S. Space Force. Worked with the same management team from 2019 to 2024 (5 years) with Media.Monks and Rootstrap. My track record includes:(i) recent appointment at Vanguard as Director, Institutional Marketing (ii) 30-70% revenue growth (across my 4 main companies) which is 2-4X the industry average for marketing generated combined revenues of over $100 million for my companies (iv) built and led marketing teams of up to 25 with deep geographic expertise, primarily focused on the U.S. and also with significant oversight for LATAM, EMEA, & APAC markets; and (v) award-winning achievements including Webby’s, American Advertising Federation, and Adweek.

Experience

1. Director, Institutional Marketing

   Vanguard

   Jan 2025 — Present

   Vanguard is one of the top 5 global leaders in asset management with over $12 trillion AUM, over 50 million clients, and over employees.Lead Vanguard’s Institutional Client Experience Team in delivering marketing strategy and execution for S&P 500 clients and prospective clients, ensuring personalized, compliant, and scalable campaigns across the buyer’s journey. Clients and Prospective Clients include multi-billion dollar corporations, pension plans, and government institutions.Drive Vanguard’s institutional marketing strategy for prospect and client conversion and retention opportunities working hand-in-hand with the top institutional sales people at the firm.Collaborate cross-functionally with Vanguard senior leaders including C-Suite (CEO, CTO, CMO) to ensure marketing efforts are highly aligned with Vanguard sales teams, Vanguard product people, and client consulting firms to drive consistency and impact client engagement and retention.Orchestrate integrated marketing approach to align all departments to create a consistent and differentiated experience for clients and consultants during RFPs, Finals, and ongoing engagements. Advocate and architect Account-Based Marketing (ABM) principles to maintain Vanguard’s visibility and relevance throughout the decision-making process via omnichannel strategies.

Education

• University of Sydney

  Bachelor’s Degree

• University of California, Los Angeles

  Academic Exchange Program

• The George Washington University

  Academic Exchange Program