Vanguard’s annual celebration of Global Accessibility Awareness Day (GAAD), held on May 16, placed a spotlight on the role of assistive technology in helping people with disabilities achieve more independent and productive lives.

Assistive technology takes many forms: adapted vehicles, hearing aids, safety devices, scooters and wheelchairs, in addition to computers, iPads, tablet software, and hardware.

Our 2019 GAAD celebration featured a guest presentation from Susan Tachau of the Pennsylvania Assistive Technology Foundation (PATF), a statewide, non-profit organization that helps individuals with disabilities and older Pennsylvanians acquire assistive technology devices and services. The presentation provided information about the organization, how it helps people with disabilities find funding and access to assistive technology tools; and on raising awareness of financial education and literacy.

Before and after the event, our crew had opportunities to learn more about assistive technology tools and gained insights into how we can all advocate for accessibility at work and in our communities.

Meet Deji A. He is a Financial Advisor Manager who shares how he found the right fit in Vanguard. Deji’s strong client focus and passion for developing his crew have remained a priority throughout his career.

Watch his full story below:

Curious about our Advisor opportunities? We’ve got you covered.

We asked 7 Vanguard leaders what inclusion means to them.

Here’s what they had to say:

1. Christina Selby, Principal in Finance:

Everyone’s voices being heard and taken into account as we make decisions and set strategy for the business. We want everyone to feel comfortable engaging, debating, and being an active member of our team.  The best thoughts come from a diverse team!

2. Steve Holman, Principal in Institutional Sales:

Inclusion to me means that I never have to question if I belong; what makes me unique is embraced by others, and we spend our time celebrating what links us together rather than focusing on everything that makes us different from one another.

3. Joe Davis, Global Chief Economist and Principal:

Feeling that I could walk into any meeting and be comfortable sitting at the table, and that my voice would be heard. Others may disagree with my perspective, of course, but others are not offended if I take a different respectful view.

4. Lisha Davis, Head of the Innovation Studio:

People feeling safe to be themselves, to voice their ideas and concerns, and to feel like they’re helping to shape our culture.

5. Jodi Miller, Principal in Retail:

Being approachable to all crew and open-minded to all ideas and perspectives that our crew bring forward.

6. Kevin Jestice, Principal in Information Technology & Security:

For me, inclusion is about everyone being comfortable bringing their whole self to work and fostering an environment that promotes and appreciates differences. Everyone is unique and has real value to add in this world. Being inclusive is about appreciating that value and ensuring people are comfortable being themselves so they can achieve their full potential. The greater the diversity of backgrounds and ideas we bring to a challenge, the more creative and better the outcome.

7. Manuel Calero, Principal in Retail:

I came to this country and enrolled in school having no understanding of the English language, not knowing a single person, and generally did not have a clue about how the school systems worked. Almost every single teacher I had, in spite of having nothing in common with me, went out of their way to get to know and guide me. Simply accepting me as just another student would have been okay, but they didn’t see that as an option. It was almost as if I was a family member they were inclined to help. I am forever indebted to those teachers from decades ago who reached out to me, and who taught me the importance of caring about and taking an active interest in others. They lived inclusion, which they knew to be a verb not an attitude or passive concept. To this day, I do my best to follow in their footsteps by doing as they did for me here at Vanguard.

Are you ready to make it count this year? Search our opportunities.

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When I first started looking for internships during undergrad, candidly, I was not excited by anything out there. All the business opportunities looked painfully similar. Stay with me, this is a happy story. What caught my eye during research for job fairs were the firms that heavily demonstrated their commitment to community. While it is pretty common nowadays to champion community involvement, what is less common is sincere passion backing those snapshots of community events.

Nearly every time I spoke with a representative of a company, I heard the same message: ‘Community service is great! We have one event each year that we rally behind and blast on social media. Other than that, not much else goes on.’ Disappointing… that is until I stumbled upon Vanguard’s My Classroom Economy, which is a program that enables educators to teach children financial responsibility through experiential learning.

From the multiple interviews to the first day of my internship at Vanguard, everyone I asked about My Classroom Economy indicated it was an ongoing, substantial operation: a mini-business within the business. Comprised of project teams, ambassador roles, as well as leaders for the work streams, this organization was solving a problem known all too well among my generation: a lack of financial literacy. Throughout college, in casual conversations or classroom debate, I heard the common lamentation from my peers: Why were we taught about geometric shapes but never received any sort of training/instruction on critical financial concepts, such as budgeting? Even social media comically points out the irony in a lack of ‘parallelogram season’ and searing reality of tax season. My Classroom Economy is not only fighting for an admirable cause, but also offers many opportunities to build leadership, project management, and relationship-building skills. I wanted in!

Fast forward through my senior year of college, my first full year of employment with Vanguard, and to steadily increasing my involvement with My Classroom Economy. Today, I serve as Project Manager for two expansions of the program, My Home and My Group Economy. My role in My Classroom Economy has helped me just as much as it’s helped our community.

If at any point while reading this, you were reminded of a time your interest was sparked in your workplace by a non-direct-job experience (i.e. something you are not compensated for) and you’re wondering if it is worth pursuing, here are reasons to raise your hand for that activity:

Validation in impactful work

Sometimes the most rewarding jobs are the ones you do not because you are being compensated but because you care. When you care about something you feel good contributing your time and energy to it. And thankfully, your professional development has helped you build upon valuable skills, which in the end, feels validating when you’re tapping into them for an altruistic cause.

Skill-building for future compensatory experiences & safe space to fail

Flipping what I just said on its head, while you have a ton of valuable skills to offer, you may not always accurately assess your utility. We are biased creatures and while you may think a job is perfect for you, volunteerism is a way to test out your interests and skills before jumping into a long-term role. Volunteerism offers exposure to skills and situations that teach you what you can do versus what you can do well. Capitalize on the chance to try ideas and challenge yourself in a safe space.

Cross-functional teamwork

Working with individuals from various disciplines is critical to the workplace of today. In a volunteer network, you can work regularly with individuals in roles from client-facing to IT development. Building relationships through cross-functional teamwork is beneficial to build your network and a fun way to learn about what other people do. It’s a way to research other types of roles within your company and can offer a ton of insight you would not otherwise have access to.

Bottom line: If you find something you are passionate about, have fun while getting invaluable experience for your long-term career. Stop sitting on your hands – raise them instead.

Meet Tiamoy W. She learned about Vanguard at a job fair and shortly after launched her career in Client Services.  “I think what excites me the most is getting on the phone and knowing that you’re going to change someone’s life.”

Watch her full story below:

Curious about our Client Services career opportunities? We’ve got you covered.

We asked 7 leaders from across Vanguard, “Why did you join Vanguard?”

Here’s what they had to say:

1. Christina Selby, Principal in Finance:

Our mission really resonated with me, and brings us all together to focus on what is best for our clients and crew.  It’s also an exciting time to be part of the company as we continue to grow and look at how we can continue to improve ourselves to serve our clients better. There are lots of opportunities to continue to learn and many options for a long term career here.

2. Steve Holman, Principal in Institutional Sales:

I joined Vanguard because I loved the people, culture, and the values and integrity of the firm; I felt I was going to get the support I needed to grow and develop as a professional; and I wanted to be part of an organization that was truly doing good for others.

3. Joe Davis, Global Chief Economist and Principal:

The mission, the culture and the humility of the senior leaders I’ve met, struck me as unique versus the other investment firms I had interviewed with.

4. Lisha Davis, Head of the Innovation Studio:

To work for the good guys in a challenging industry, to develop strong leadership skills, to be challenged and stretched in lots of areas and roles.

5. Kevin Jestice, Principal in Information Technology & Security:

I knew Vanguard well from interactions through my prior employer and held the firm in incredibly high regard. Two months before my first employment conversation I visited Vanguard’s Malvern, PA, campus. When I returned home, I shared with my wife that if I ever wanted to look for a new job, Vanguard would be at the top of my list. I told her that Vanguard’s client first mindset was pervasive and that I really admired their approach to leadership. Two months later a recruiter called and I was all in. It was honestly one of the best decisions of my life (after, of course, marrying my wife and having our family!).

6. Manuel Calero, Principal in Retail:

A friend of mine worked at Vanguard and suggested I look into this company with a unique ownership structure. I did my research and learned about how Vanguard is owned by the Vanguard funds, and in turn, the funds are owned by shareholders of those funds. Though straight forward, it took me some time to realize the significance of that ownership structure on every action taken and decision made by the company—and it’s crew. When I finally understood that because of that ownership structure, Vanguard would never have to trade off doing the right thing for its shareholders, I knew I had to be a part of the Vanguard family.

7. Jodi Miller, Principal in Retail:

1) The mission – the dual focus on clients and crew 2) The culture and crew. I find the crew genuinely kind, caring, values-based, intelligent and hard-working! 3) Transformation – we are doing really exciting things internally, for example, in our Retail Investor Group, that will ultimately help us better serve our clients and crew!

Are you ready to make it count this year? Search our opportunities.

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We sat down with seven leaders from across the organization to learn more about what sparks the strong sense of pride they feel in working for Vanguard. In this blog, you’ll hear directly from these individuals as they discuss how our client-first mentality and inclusive culture have shaped their professional experiences.

1. Christina Selby, Principal in Finance:

One thing I love about Vanguard is that everyone’s voices are being heard and taken into account as we make decisions and set strategy for the business. We want everyone to feel comfortable engaging, debating, and being an active member of our team.  The best thoughts come from a diverse team!

2. Steve Holman, Principal in Institutional Sales:

I truly believe that everyone at Vanguard is motivated to do what is best for our shareholders at all times, and we’ve had an incredibly beneficial impact to our investors and the marketplace overall. We’ve proved you can do the right thing and be very successful.

3. Joe Davis, Global Chief Economist and Principal:

I am proud of our mission – that we strive and exist to help investors with their long-term goals. Our culture and firm are aligned singularly to that mission. Not many firms around the world can say that.

4. Lisha Davis, Head of the Innovation Studio:

Vanguard is filled with kind people who are committed and share a common goal; our brand that’s growing to include things like innovation.

5. Kevin Jestice, Principal in Information Technology & Security:

For me, inclusion at Vanguard is about everyone being comfortable bringing their whole self to work and fostering an environment that promotes and appreciates differences. Everyone is unique and has real value to add in this world. Being inclusive is about appreciating that value and ensuring people are comfortable being themselves so they can achieve their full potential. The greater the diversity of backgrounds and ideas we bring to a challenge, the more creative and better the outcome.

6. Manuel Calero, Principal in Retail:

I came to this country and enrolled in school speaking no English, not knowing a single person, and generally didn’t have a clue about how the school systems worked. Almost every single teacher I had went out of their way to get to know me and guide me. Simply accepting me as just another student would have been ok, but they didn’t see that as an option. It was almost as if I was a family member they just had to help. I am forever indebted to those teachers from decades ago who reached out to me, and who taught me the importance of caring about and taking an active interest in others. They lived inclusion, which they knew to be a verb not an attitude or passive concept. To this day, I do my best to follow in their footsteps and set a similar example at Vanguard by doing as they did for me.

7. Jodi Miller, Principal in Retail:

Vanguard’s mission – always doing the right thing for our investors is at the core of everything we do.

Stay tuned to hear more from these leaders in the coming weeks.

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If you have ever wandered the halls of Vanguard, it is likely you have a Jack Bogle story. Vanguard crew members have proudly shared personal experiences involving the company Founder, celebrating the remarkable man who helped shape the investment landscape that exists today. Through their reflections, it is evident that Vanguard crew will continue to honor his legacy for years to come.

“Jack Bogle was the kindest, most thoughtful person I ever met. As a veteran, I recall days back in the 90’s, Jack would show up unannounced in our area and just give a speech. You could be having the worse day ever and after hearing Jack speak, you felt like you could conquer the world. Mr. Bogle’s empathy and true positive spirit, along with his wit, made crew feel like they were a part of his own family. RIP Mr. Bogle and thank you for all that you did for me and the crew.”

– Carol S.

“I’m lucky to have had a few great memories with Mr. Bogle, especially in the last few years in my role on the Retail social media team. He was always so humble and open when we worked with him. Reading through social media posts this week from fans around the world has been so heartwarming. I’m torn between my top two memories: discussing a musical in the Morgan Galley while waiting for a sandwich, or asking him to pose with this sign while discussing hashtags and how much people love him on the Internet.”

– Tamara S.

“After I’d been here a few years, I decided I wanted to meet Mr. Bogle, so I e-mailed him directly to ask. He e-mailed me back pretty quickly and said, “Sure, let’s do it.” He met with me one-on-one for about a half an hour, and then he and a couple of my fellow crew members all went to lunch together in the Galley. He was a rock star in the financial world with a rock star schedule, but still made himself accessible to anyone who asked. Godspeed, good sir. You changed my life, and the world.”

– Chuck R.

“Jack Bogle was a true inspiration to all in the investing world, but especially to those that knew him and worked for this company.  I will fondly remember seeing him in the galley, receiving his books, and having him sign each and every one.  I’ll cherish a photo I was able to take of the two of us in his office for a book signing a few years ago. RIP Mr. Bogle. May the legacy you leave behind continue to make you proud.”

– Lari H.

“I met Mr. Bogle in my first few months at Vanguard. Like many others, it was a quick conversation in the Galley back in 1998. I would have been thrilled with a quick nod, but he took the time to speak with me, asked what I did, and he shared a quick story about his Princeton thesis and the importance of what we do. I left with the feeling that I had the most important job in the world and it helped cement early on that Vanguard was the place for me. I had a number of other interactions with him over the years and while I expected him to slow down, he would constantly surprise me with his energetic voice, sharp mind and engaging stories. But it was his idealism that had the most impact on me. A man that could have lived in an exclusive social strata and with significant wealth was very comfortable engaging with anyone and focused his professional life on making financial security attainable for the masses. Even one person can make a difference – Very inspirational! Thank you for so many life lessons and rest easy, sir – we’ll take it from here.”

– Michael G.

Thank you, Mr. Bogle.

Take a look back at the life of Vanguard’s founder.

We asked 7 leaders from all across Vanguard, “What is your career-related New Year’s resolution?” Here’s what they had to say:

1. Christina Selby, Principal in Finance:

Spend time each week reading to increase my understanding of the asset management industry and the markets.  There is so much change going on in today’s world and I want to make sure I carve out time to focus on my personal learning this year.

2. Steve Holman, Principal in Institutional Sales:

In the new year, I’m going to make a concerted effort to spend more time with front-line crew in their interactions with advisors and clients. I am still relatively new to my role as Head of Vanguard Retirement Plan Access (VRPA), so investing the time with our clients will not only force me to deepen my knowledge of our products and services, but it will also allow me to gain valuable first-hand insight about how we can serve clients better.

3. Jodi Miller, Principal in Retail:

Increase my investment acumen. Specifically, being new to Vanguard, I want to learn more about our investment and advice methodology as a firm and how we build funds for our clients.

4. Joe Davis, Chief Economist and Principal in Investment Management:

Read even more daily than I do (from 2 hours/day to 3 hours/day). Finish my Python course I am taking online. Complete 20 read books in 2019.

5. Kevin Jestice, Principal in Information Technology & Security:

My career New Year’s resolution is to schedule more unscheduled time. Sounds funny, but my most productive and creative times come from talking to members of our team, drawing on white boards, and spontaneous interactions. I intend to free up more time in my days for those types of interactions by scheduling free time.

6. Lisha Davis, Head of the Innovation Studio:

Go completely paperless and create more teambuilding time.

7. Manuel Calero, Principal in Retail:

I love to read books that can help me be a better leader. Some of my favorites are Thinking: Fast and Slow, Factfulness, and The Captain Class. I often recommend books I think offer relevant and practical ideas for improvement, but I think I can do more than just recommend the book. For the new year, I am committing to hosting one lunch per month where I facilitate a hands-on activity that introduces a concept I read about in a way that makes it easy to apply to our day-to-day responsibilities.

Are you ready to make it count this year? Search our opportunities.

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Creating a diverse and inclusive environment was once a passion of mine. Now it’s a burning fire. Having worked on many different teams, in different industries, and in different continents during my professional career, I have witnessed the incredible results that can be achieved by teams who embrace the unique perspectives and experiences of each team member. And I’ve often been asked to share my experience and what I have learnt about inclusion along the way.

When it comes to building an inclusive team, we all have a part to play. Whether you’re new to the team, welcoming someone else who’s new, or simply striving to create a more inclusive environment within your current team, I hope sharing my insights may make it a bit easier.

Immerse yourself

If I’m changing locations or teams, I take some time to assimilate to my new environment. It’s helpful to observe local customs and team practices—things that seem as simple as personal greetings, fashion choices, or meeting “norms” may be quite different from one situation to the next. For a change as big as moving to a new city or country, I also make sure to learn about local sports, cuisines, hobbies, and events; and I look to my new team to help me get up to speed.

When I was put in charge of Vanguard UK/Europe in 2015, I chose a local football team (soccer in the U.S.) to get passionate about. I put time into picking a team that matched my personal values, and then I wove the team’s results, history, and culture into the local story when talking about Vanguard’s strategy for building a growing business. It was a fun way to connect with my new colleagues, helping them understand both my character and the vision for the business.

Make connections

I gave the example of using a sports team to communicate with my colleagues, but that metaphor may not resonate with everyone. Knowing that, I also try to connect with each of them on an individual level. I treat every meeting and person I interact with as the most important interaction I will have that day, irrespective of location, hierarchy, race, gender, or department. This is a personal value that drives me to ensure we all get a fair shot. By sharing our diverse experiences, we can feel safe questioning the status quo and empowering each other to be a unique part of the team.

I cannot tell you how rewarding it is to understand an individual and what makes them tick. I am always amazed at how hearing a person’s story and learning what drives them can completely change the type of relationship you have at a more personal level. When you know the hurdles that have been overcome to be where the person is today, you far better appreciate their capabilities to maximize their impact and help a team get a little better every day.

Look back to move forward

As a forward-looking person, I feel most energized envisioning what could be. But creating an inclusive environment also means understanding what came before you. I have learnt that I must consciously ask questions to understand the history of what, why, and how the team operates before seeking to influence. Taking the time to do my homework shows respect for what the team has already achieved and better allows an outsider like me to give informed input as we look to the future.

When I first worked in the U.S. with Vanguard in 2008, I was struck by how many times I wanted to comment (and critique) what our key intermediary clients were doing compared to what I had seen be successful elsewhere. I realized that instead, I needed to ask why. There was so much context and history worth absorbing to help frame my contribution to the conversation. Today I am super conscious of a new member to a group, asking questions to better understand their background while sharing team history to help them understand where we’ve come from and where we’re headed. I’ve found this exchange of information to bring the best out of the diverse experiences and personalities in the room.

Dare to be different

Perhaps the most important piece of advice I can give is to remain true to yourself. You bring valuable new ideas and experiences to the table. Share them with your team as you immerse yourself in your new environment. Although it can be intimidating to join a new team, this change is most often exactly what the group needs. Just do it at the right pace.

My most recent transition led me not only to another country, but also to an unfamiliar role. When I first started as Chief Human Resource Officer, I had big shoes to fill. I constantly asked myself what my predecessor would do in certain situations or how she would lead the team. Finally, I woke up one day and realized I’m not in the role to do it exactly the way she did. I had to remind myself that I was chosen to lead HR because of who I am, what I bring to the organization, and how I can personally deliver on Vanguard’s mission. I challenge you to adopt the same mindset.

My big thing is, fostering inclusion is ultimately about unleashing the team to achieve their best. The less each individual worries about proving their own contribution, the more a team feels empowered to step up in such a change. That is what the best leaders and high performing individuals do, they make teams better. While it may seem a harsh reality, it is not about you as an individual. It is about the team as a whole achieving great results for clients.

Creating an inclusive team environment may seem daunting—it’s a commitment I must renew each and every day. But by working and continuously improving together, we can bring out the best in everyone.

-John James, Managing Director of Global Human Resources (CHRO) at Vanguard

If you’d like to learn more about my background, please visit my profile on LinkedIn.