Archive for category: Voyage to Vanguard
Fast forward several years later… Imagine my surprise to be working at a financial services company! Armed with a dual degree in Art History and French, I remember anxiously Google searching, “What is a mutual fund?” prior to my Vanguard interview. That day, I was pleasantly surprised to hear my interviewer share that, “We have world class professionals here to teach you finance. What we’re looking for are candidates who know how to speak to people.” With that comment in mind, I took to the familiar task of learning. Studying for my Series 7 and 63 licenses were the first requisites prior to starting my first role – a challenge that while at first intimidating, ultimately fueled my desire to further my acumen in the investment industry. Shortly thereafter, I pursued my Certified Financial Planner® designation in order to further my credentials and to feel confident in the complex tax conversations I was having with clients. Together, these steppingstones culminated in my current role as the Service Recovery Supervisor in our Education Savings Contact Center, where I am able to continue learning, growing, and investigating unique client situations daily.
This position also gives me the distinct pleasure of serving in a role with a mission that resonates with me deeply: to improve the lives of our account owners with investments for education. One of the most common investment goals (second only to retirement), is saving for education, and an ambition that I connect to on a personal level. And though very different from where I envisioned myself, I love coming to work every day to help resolve issues for those seeking to meet their education goals – whether saving for college, looking to help a grandchild through their K-12 schooling, or even chipping away at student loan debt.
This year my husband and I welcomed a beautiful baby boy, and with eyes to the horizon, we opened our own 529 account for him in celebration. The balance is still modest for the moment, but I feel confident given the same reassurances we give our account owners day-in and day-out: every little bit will count, and we have the benefit of time on our side.
— Lauren H-F.
What was your former job, and what did you like about it?
For a decade, I was a bartender and server at a country club. From there, I spent four years as a teacher and then pivoted to working in finance, helping public school employees set up their retirement plans. The common thread across these experiences is my affinity for engaging with people on a personal level and providing a service or assistance. – Michael W.
I served as Director of Operations at a small national frozen yogurt franchise. I really enjoyed developing store managers, making operational decisions, and leading at a broader scale. After having spent the previous six years as a store manager at a multinational coffeehouse chain, I valued learning a new industry and new skills as part of a small business team. – Anne Marie C.
What led you to make a career change and pursue an opportunity at Vanguard?
My role as a financial advisor at my prior firm did not offer the type of structure and guidance that helps me thrive. Vanguard is a company that provides reasonable flexibility and solid support. – Michael W.
After about a year, I found myself burned out always being on-call and really longing for a deeper connection to mission and vision. As I started looking for a new opportunity, I really had not considered the financial industry. Once a recruiter reached out from Vanguard’s temporary work force, I did some research and knew that Vanguard was the place for me. I would discover my path once I got my foot in the door. – Anne Marie C.
Can you talk a little bit about what it was like for you to make this move?
Vanguard is my first experience working in an office, which brought its own challenges and opportunities. The first several weeks were spent in a classroom style training on campus, which helped that transition tremendously. – Michael W.
At first, it was overwhelming. I did not have a background in finance and had very little knowledge of investing outside of contributing to my employer sponsored 401(k). Learning a new industry and essentially starting my career over was a big step for me, but I knew in my heart it was the right decision. I’m grateful for the relationships I made early on in my department. They have remained a critical part of my success today. – Anne Marie C.
What are some of the transferrable skills and experiences you’ve carried over from your former job to your current role?
Clear communication with colleagues and time management have helped, along with a desire to help others. Although I am no longer providing financial advice, familiarity with the field has been beneficial. – Michael W.
The skills and experiences I gained in the service industry and prior leadership roles were easily transferrable. Client relationship management, problem solving, and people development were three critical skills that I was able to leverage right away. – Anne Marie C.
How have things changed for you since coming to Vanguard?
I’ve experienced camaraderie and a consistently encouraging environment in the professional workspace. On a more personal note, my role with Vanguard provides a structured schedule, and that affords me the ability to dedicate my time and attention to interests outside of working hours as well. – Michael W.
Professionally and personally, I have thrived. My incredible leaders have given me room to develop, while also seeing my outside business experience as an asset. Because of this, I’ve been able to take advantage of amazing career development opportunities, including leading new teams and programs for my department. I found a company that lives out my personal values and, although the change has caused me stress at times, I know that l am where I am supposed to be. Moreover, I have been able to leverage the industry knowledge I have gleaned at Vanguard to make better financial decisions for my family, which is priceless. – Anne Marie C.
What would you say to someone who is currently considering a career change?
I feel confident telling friends, family, and others that I work for Vanguard. Though my current role is not client-facing, my work positively impacts clients on a daily basis as I support our business operations. More tangibly, Vanguard takes steps to support crew by encouraging career growth and providing excellent benefits. – Michael W.
Don’t count yourself out of opportunities. Find the company you want to work for and start somewhere. You might find yourself surprised at what lies ahead. – Anne Marie C.
Interested in a career in Client Services? Check out our Client Relationship Associate opportunities today!
When I was a young girl, I immigrated to the United States. My mom wanted to build a new and better life for herself. And though she was suddenly exposed to better economic opportunities, I watched as she struggled with managing her personal finances. This led me down a path of wanting to learn how to manage my money responsibly, and unlike her, I had the opportunity to study personal finance in high school and university.
Even with these advantages, I still didn’t know how to invest. After my formal education, I was simply trying to survive. I entered the workforce with student loans during the Great Recession of 2008. It wasn’t until 2013, when I became part of a dual income household with a full-time job, that I was finally able to pay off my debt and establish financial stability.
Eventually, there was enough cash in the bank that my husband and I started exploring ways to make it grow. That’s when I stumbled upon a blog that was geared toward investing for millennials. It explained the four percent rule, as well as how someone could save enough money, watch it grow through investment options, and find financial independence. This was my first experience learning about brokerage firms, and the blog specifically suggested Vanguard as their institution. This was all new to me, and even though I didn’t really know what I was doing, I opened my first account with Vanguard in 2018.
In 2020, my husband and I sold our home and began to consolidate our assets. We opened a joint brokerage account and signed up for Personal Advisor Services. At this point, I began to wonder how Vanguard was managing our money, so I decided to go straight to the source and applied to work here.
Even though I didn’t have a background in finance, Vanguard took a chance on me. While I studied for my licensing exams, they paid me a full-time salary with benefits, which showed me they valued my time.
I received training for each new role, was provided coaches and support throughout the process, and during the busiest time of year, the organization offered strong incentives.
Further, among four of my team leaders, three have been women. Vanguard is intentionally creating an inclusive and diverse atmosphere that has traditionally been dominated by men. I believe it is breaking barriers for everyday Americans just like me, by offering us a seat at the table.
Working at Vanguard has given me access to a world most people aren’t exposed to. It has given me access to a language in personal finance most people aren’t comfortable speaking, and this experience has built confidence and empowered me to help others.
Working in the financial industry has its challenges, but it can be rewarding to speak with clients and listen to their stories. Moreover, it has given me the opportunity to reflect on my own experiences, and I feel excited to provide our investors with information that will help guide them as they begin their own financial journeys.
— Stella O.
Interested in a career in Client Services? View our Client Relationship Associate opportunities today!
Want to hear from more crew? Please check out our first and second installments of this series.
During a career fair at the University of Utah, I spoke with a recruiter who shared that Vanguard appreciates candidates with diverse backgrounds who are willing to take on fresh and challenging opportunities. Even though I was scared, I took a chance and passed along my resume. The rest is history.
In February, I will celebrate my six-year work anniversary with Vanguard and I couldn’t be more proud. This company has allowed me to develop myself professionally in ways I could have never imagined. For instance, I have served our clients on the front lines, taking calls and guiding them through investment decisions. Further, I led a team in our Client Care group and most recently, I joined the recruiting team in our Human Resources division. My position as a recruiter has truly brought me full circle, as I always hoped I would have the chance to serve in a role that is so integral in many people’s careers.
How ballet helped me in my professional career
Ballet taught me many things, but I have highlighted a few that have particularly helped me flourish:
How I’ve used my story to help others
The most rewarding part of my role as a recruiter is connecting with people who are thinking about a career at Vanguard. I want every potential candidate to know that we value their unique background. I love being able to share my own experience with others in hopes that it might inspire them or give them the confidence to take a leap.
-Allison G.
Note: Photo courtesy of Nathan Sweet photography
Lesson One: There are no shortcuts
During the first week on board my submarine, I had to climb into one of the smallest spaces to check the boat’s battery. It was a simple but challenging task, but if you approached the task half-heartedly, others would follow suit. At times, I observed others completing improper checks, even after they had been caught slacking in the past. I learned quickly, if I wanted others to take their roles and work seriously–whether it was checking the boat’s battery or inspecting the nuclear power plant–I would have to demonstrate how important each task was to me. No matter how tired I might feel or cumbersome a task might be, I realized that someone would always be watching, and it was critical that I lead by example. When I look back, what comes to mind is not the sleepless nights and hard work, but rather the pride of doing things the right way and inspiring others to follow suit.
Lesson Two: Be the change you want to inspire
My experiences in the military taught me many things, including the impact of artificial fear, the need for psychological safety, and the importance of surfacing problems and getting to the truth, and I’ve brought these learnings with me into the corporate world. I learned to “be the change” I wanted to inspire in others, and to empower and engage others by serving rather than directing. These lessons helped me become a much better leader and are a big part of any of the successes I have had in my career.
More importantly, these experiences give me confidence. They give me confidence to stay true to my leadership beliefs when challenging situations invite me to stray. They give me the confidence to stay calm in challenging situations and to focus on the problems that really matter. They give me the confidence to open myself up to be truly curious and to grow as a result.
Lesson Three: Real joy comes out of service to others
While I have had many experiences in my career, the greatest ones were not for personal gain but for the greater good. Serving my country and crew in the military was rewarding in ways that I never expected. After my time in the US Navy and before coming to Vanguard, I worked as a management consultant for several years and I was able to see that many organizations aren’t built to serve others. That’s what makes Vanguard a special place. I am grateful to be working for an organization that not only values our clients the way we do, but also puts our crew at the forefront of our decisions.
-Dalton L.
How did you learn about Tech Elevator?
In the fall of 2019, I started to explore options to quickly change my career after feeling unfulfilled in my profession. I had always been interested in software development, and an acquaintance suggested I look at coding bootcamps, a concept completely foreign to me at the time. After researching a number of programs, Tech Elevator really stood out to me because of their transparency, commitment to their students, and their high alumni employment rate. They also had a matchmaking program that helped job candidates network with other companies — this in itself was an intriguing quality as someone who would be looking for a job in the near future. Luckily, Tech Elevator was opening its first cohort in Philadelphia in January of 2020, and after some conversations with the campus director and staff, I chose to enroll.
– Kevin M.
I joined Tech Elevator because of their astonishingly high placement rates for students after graduation, their curriculum, and continued support after graduation.
– Dennis P.
What ultimately led you to decide to pursue an opportunity with Vanguard?
During Tech Elevator’s Matchmaking program, I learned that Vanguard was one of Tech Elevator’s hiring partners. While I knew Vanguard was one of the largest financial institutions in the world, I didn’t realize what they had to offer in terms of culture and sense of community. There appeared to be a great balance between professionalism while still being your authentic self, which was exactly what I was looking for. I also wanted opportunities to learn and grow as a developer, which Vanguard has certainly provided.
– Kevin M.
Prior to interviewing at Vanguard, I researched the organization extensively. Vanguard emphasizes three core values: integrity, focus, and stewardship, all of which are important to me as a military veteran. The interviewing process at Vanguard was very relaxed conversational. I had an opportunity to speak with managers and senior leaders, all of whom were polite and informative. I could see why Vanguard has such a high retention rate. I left the interviews feeling positive and hopeful for an offer to accept.
– Dennis P.
What does your day to day look like since joining Vanguard? What are the most rewarding aspects of your role?
I work on a team of five developers, and we work in two-week sprints. At the beginning of a sprint, each developer is assigned one or more tasks, or “stories,” to complete–this could include research for a future story or coding a piece of functionality for the application we are working on. Every morning we have our daily standup meeting, which is a report on your progress from the previous day and what you plan to work on for the rest of the day. Additionally, we have sprint refinement sessions twice per sprint, and a sprint review at the end of the sprint where we can showcase the work we’ve done.
The most rewarding aspect of my role is the opportunity to increase my knowledge as a developer. Vanguard offers a number of professional development opportunities for those in tech, including certifications and ongoing education. So far in my role, I became an AWS Certified Developer, which was both challenging and rewarding, and have attended a number of Vanguard sponsored courses through PluralSight, an online learning and development platform for those interested in technology. I’m confident this ongoing education will only open doors for further opportunity within the company and my career as a developer.
– Kevin M.
Upon joining Vanguard, I was placed on a new team that was tasked with building an internal application that supports Vanguard advisors. It’s been a pleasurable experience working with crewmembers from my team and collaborating with colleagues across the organization. On average I spend a third of my day in meetings. Outside of those meetings I’m either working on stories for a current sprint, researching, collaborating with others, or learning. Vanguard has provided me with ample learning opportunities. For example, I was recently selected to participate in a pilot for Vanguard’s new IT Divisional Learning Journey Program. And, if a training that would be beneficial to my growth becomes available, all I have to do is request permission to attend.
– Dennis P.
What advice would you share with prospective candidates who are interested in a career in IT?
I would say be prepared to put a lot of time and effort into the learning process and minimize distractions while you are learning to code. In addition to coding bootcamps like Tech Elevator, there are a ton of free resources you can find online, including Free Code Camp and Codecademy. YouTube is an excellent resource as well, as you can find a great explanation for almost any concept. Also, be patient, as there is a lot to learn.
– Kevin M.
If you are interested in pursuing a career in Software Engineering, understand that companies use different tech stacks, but the general idea is the same. Pick a stack and familiarize yourself well enough that if you were hired by a company using a different stack and/or framework(s), you would be more up-to-speed and faster to contribute. Don’t compare yourself to others and remain tenacious. Whether you’re experiencing challenges learning something new or difficulties in the hiring process, it’s important to never give up.
– Dennis P.
Interested in exploring our internship opportunities? Click here.
What advice do you have for students or entry-level candidates who are interested in Vanguard?
Make connections as often as you can. You never know when someone will be able to help you in the future, and hopefully you will be able to do the same for them. Making a positive impact on your peers goes a long way! – Christopher L.
Connect and message recruiters on LinkedIn! When I discovered the Emerging Leader Development Program (ELDP), I messaged the current ELDP cadre and nearly every recruiter on LinkedIn. Not all of them saw my message—but many did. They were so helpful and even recommended the College to Corporate Internship that I hadn’t known about. – Ryan M.
Be interested, be humble, and be authentic. – David D.
My favorite advice during my recruitment process with Vanguard was two-pronged. One was the fundamental principle of the fiduciary mission: It’s always all about the client. Our purpose is to help clients in any way they need. The second often goes hand in hand with the first: Absorb as much information as possible from as many resources as you can. A huge, unique part of Vanguard as an institution is the wealth of information available to this wonderful peer community of financial advisors. These resources are meant to help advisors help other advisors, and in turn, to help those advisors help clients. – Mattia A.
If you’re interested in Vanguard, I would definitely recommend reaching out to any of the crew! Everyone here is welcoming and willing to talk with you. They’re all super understanding and candid about their experiences, which is very beneficial when you are trying to find a firm out of college. – Rebecca C.
If you’re interested in Vanguard, reach out to crew members whose jobs you’re interested in! Almost everyone here will be eager to set time aside to tell you about their job and give you tips about working at Vanguard. – Ethan R.
Apply early! Reach out to Vanguard employees to build relationship and a network even before you need a job. – Julia K.
Summarize your journey to Vanguard.
The main thing that attracted me to Vanguard is the culture. The idea of putting others first is present both internally and externally—making sure that our clients as well as our colleagues are provided with the resources they need to be successful. – Christopher L.
I was attracted to Vanguard because of how my family and I have been treated as clients. I want to work for a company that cares for the people it serves and has a strong sense of obligation to those it serves. – Ryan M.
I was primarily drawn to Vanguard because its reputation and mission are unmatched within the financial services industry. Since 1975, our leaders have made every major and minor decision with the best interests of our investors at the forefront. – David D.
For as long as I’ve envisioned my career path, I’ve been passionate about people and about investments. Vanguard has gifted me the opportunity to learn to help the average investor figure out how to send their kids to college, to retire, and to achieve their personal idea of optimal return on life —with a minor in portfolio implementation. 🙂 – Mattia A.
Vanguard came to an event at my school, and the people were so kind and welcoming. They talked about the positive culture and inclusivity at the firm as well as the focus on community, so I knew I had to apply. – Rebecca C.
In my freshman year of college, I met a crew member and he spoke so highly of Vanguard that I scheduled a visit to the Malvern campus for a career trip. That day I learned all about Vanguard’s culture and people and concluded that I wanted to work there. – Ethan R.
During my freshman year of college, I was given the opportunity to attend an Explore Day. During that experience I met with so many wonderful crew who had only good things to say about Vanguard. – Julia K.
I was accustomed to attending lectures at the University of Wisconsin where the number of females in the room, even in a class of two-hundred-fifty, could often be counted on two hands. My university had over forty-five-thousand students and computer science was the largest major, of which women made up only 13% of the total. Women were even less represented in my computer engineering courses. I was excited to make valuable connections with women at the conference in Orlando, Florida.
Surprisingly, my first connection happened on my flight in. I sat next to a woman from Australia who was also attending the conference. After talking with her for a while I discovered she had been a software engineer for over ten years! It was a great start. When I arrived, I was surprised to see that the conference was the exact opposite of my college experience. I was in awe of the sheer number of women who filled up the seven-million square foot conference center. The conference had events for everyone including a three-day career fair, keynote speakers, and breakout sessions to learn about specific technologies. During the career fair portion, I met Vanguard and immediately felt the enthusiasm from the women at the table. This ultimately led to me accepting an offer to join the firm.
Here are my key takeaways from the conference:
1. Empowerment from women supporting women
Before attending this event, I couldn’t imagine the concept of more than twenty-thousand like-minded women coming together to celebrate technology. I hadn’t met such a strong support group since my undergraduate studies, when I joined a computer science club for women. I learned a lot from the women I met in those safe and supportive environments. It feels empowering to hear about both the positive and negative experiences of women navigating their own careers in the technology industry.
2. Taking chances can pay off
Talking to a new company can be daunting, especially when walking into a session where unfamiliar people are discussing foreign concepts. It can even be scary to try and get tickets for the Grace Hopper Celebration! Although it can be unnerving, it is important to take chances and learn as much as possible in those busy three days. I have found that some of the most uncomfortable moments I put myself in were rewarded through the people I met and the opportunities I received.
3. There is a lot of room to have fun in computer science
It’s called the Grace Hopper Celebration, after all! The three day event was truly festive and left me with a smile across my face the entire time. I was surrounded by friendly people, fun events and exclusive, company-hosted social gatherings. Some of my favorite parts worth noting include eating crepes under a Ferris wheel, testing out virtual reality games, and printing out my Snapchat bitmoji on a tote bag. There are many chances to connect with others and share experiences.
I am proud to work at a company that prioritizes diversity and inclusion in their recruitment strategy. Vanguard’s commitment to maintaining a diverse and competent team of engineers is apparent in the environment I’ve worked in since joining the staff one year ago. Not only are women accepted here, they are given an opportunity to excel and drive others to succeed as well. I have been fortunate to be led and challenged by two female technical managers during my tenure.
Being a visible female role model in the technology field is a very important aspect of my career. I find so much meaning in establishing relationships that empower other young women to pursue the field of their choice. I think it is invaluable to have someone to look up to who was once on the same path that you are paving. Vanguard has really motivated me by giving me the opportunity to serve as a role model to other women in the industry. I am very excited to attend the Grace Hopper Celebration again this year, to represent all the women in Vanguard technology and to meet other talented women, as well.
-Jessica T.
Valerie F. attended our standard Vanguard orientation, but was transitioned to remote work after just two days in the office.
My manager told me, “I need you to be prepared to work at home.” A big aspect that really helped was being able to understand how to get the appropriate technology access needed for me to do my job virtually. I was able to get everything set up on my mobile device and for this reason, I was able to work from home immediately.
A few other items are worth noting. My manager was already prepared for the situation and had everything ready for me. All department resources were available online, which put me at ease. I was also able to network with my team and others, while they showed me the ropes virtually. I can call anyone, anytime on my laptop.
The situation was a little different for Mike M., who was one of the first crew members to go through a new onboarding process. He had originally received the typical new hire information, but instructions changed along with our new ways of working.
About a week after I received my job offer from Vanguard, the global environment changed. I was wondering what the impact would be and whether or not I would still be able to onboard as planned. I continued to receive normal communications and completed all steps in the pre-hire process.
I did, however, participate in a unique onboarding experience, where new crew came onto campus in small groups at designated times, and practiced social distancing throughout their two-hour orientation. We were provided with the equipment and information needed for a virtual set-up, and then returned home.
As a member of the IT department, Mike went through an IT-specific onboarding program the following day—all virtual.
Hiring manager Nima P. also felt that the onboarding experience was seamless.
Vanguard made it easy for me and my peers. Although I was unable to be on campus to welcome my new crew member, I talked to him the day before orientation. I told him once he was set up, to make sure everything worked before leaving campus. The day of, we spoke on the phone once he had all he needed before heading home. It was perfect.
Valerie and Mike feel integrated into their new teams and have been able to work productively from home.
Mike M.: From my experience, with the level of collaboration and inclusion, this new way of working does not appear to be an issue for crew. Vanguard places a real emphasis on ensuring employees feel connected.
Valerie F.: The team I’m working with has been very accommodating. They regularly check in on me. It’s really great. We meet virtually often and look for ways to drive engagement, collaboration and business results. To me, it doesn’t seem virtual because we see each other regularly. It feels normal.
Valerie also had some advice for those who are encountering this new work environment.
Keep actively learning. Broaden your network. Just because we’re virtual doesn’t mean you can’t talk to people on your floor. I had a video conference with someone that sits two desks over from me, and I’m looking forward to meeting him/her in person. To anyone looking to work at Vanguard, the company goes so far to make sure its clients are taken care of, but also does this with their crew. It’s amazing how much work we’ve been able to accomplish. I’ll look back years from now and think that it was pretty amazing.
Since interviewing these individuals, Vanguard has moved to a 100% virtual onboarding model for the foreseeable future.