Tips and advice when interviewing for User Experience jobs

We recently sat down with Vanguard recruiters and asked them to share tips and best practices for interviews. In this segment of the Recruiter Q&A Series, Tom Riley provides insights and advice for candidates interested in pursuing an opportunity in our Client Experience and Digital group.

Tell me about yourself. How long have you been at Vanguard?

My career at Vanguard started two years ago when I was brought on to support hiring for design talent in our newly formed Client Experience (CX) pillar. CX was formed in January of 2018 to enhance our Retail Investor Group (RIG), Institutional Investor Group (IIG) and Financial Advisor Services (FAS) clients’ and participants’ experiences and build the infrastructure to scale rapid value creation, so that client experience work can live within the business. In summer of 2019, the client journey labs and the divisions were both ready for the labs to move into the business. RIG formed the Client Experience and Digital (CXD) subdivision to support existing RIG labs and create new labs to expand the scope of RIG’s client experience work to more client journeys, as well as key digital platforms and capabilities. IIG’s journey teams support diverse Business to Business (B2B) client segments (traditional institutions, plan sponsors, and consultants). Our FAS labs help improve the client experience with large transactions that are developing a toolset to provide advisors with dynamic portfolio analytics and recommendations.

What has your career journey looked like?

I was always interested in design. I took art classes in high school and considered going to college for Industrial Design. Professionally, I’ve always recruited for design roles going back to things like Computer-Aided Design (CAD), Controls, and Systems Design. My first real experience with Human Centered Design was with a reputable automobile company. There, I really got to see where design was forced to try to empathize with someone else rather than designing something for themselves. They designed something around that person’s wants and needs.

What business area do you recruit for?

At Vanguard I support a number of User Experience (UX) and creative roles for our experience, product and marketing labs in RIG, IIG, and FAS. Positions include UX Designers, Design Strategists, Researchers, Content and Journey/Product Owners. It’s an exciting time for design at Vanguard! Our product and marketing teams are being restructured into pods or labs as we adopt more modern practices such as Agile, Lean and design thinking.

How do you recommend candidates prepare for an interview in this specific field?

If I wanted to prepare myself as a design candidate at Vanguard, my focus would be on having a really solid portfolio. It’s the best way to tell the story of your work and the impact you’ve had. People learn in all sorts of ways. A formal degree in design or user experience is great because it shows you’ve put in the time to get a deep understanding of theory and practice. But a portfolio is how we are going to learn more about you and what you’ve been able to achieve. Here are some tips to consider:

Tell the full story. Our managers like to see depth and breadth. Your project overviews should summarize the problem statement, process, team makeup, and your role on the team. It’s a red flag when all they see are final mockups with no understanding of how you arrived at that solution.
Highlight your strength; what’s your superpower? When managers review a portfolio, they are trying to identify your potential strengths. It could be coding, complex interactive design, visual design, or something else. If you are newer to the field, managers will look for previous experience and skills that may be transferable, like the ability to problem-solve and use empathy to understand problems.
Make sure your portfolio is modern and up to date. Refining your portfolio is a great way to improve your chances of getting a job. The details are super important to make it look put together and organized. Double-check for typos, grammatical errors, proper alignment of elements, etc.

-Tom Riley, User Experience Recruiter
Connect with me on LinkedIn.

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Knowing your customers is the best way to serve them

September 8, 2020/in Career opportunities, Day in the Life Mid-level specialist career, chat, client, client experience, cxd, daily, digital, experience, ground, julie, julie k, know, life, people, research, research team, researcher, team, vanguard, working /by mfield

In this blog, Julie K. shares her experience working on the Client Exeprience and Digital team as a User Experience Researcher.

Knowing your customers is the best way to serve them

In this blog, Julie K. shares her experience working on the Client Experience and Digital team as a User Experience Researcher.

I never expected to be saying ‘I’m a researcher at Vanguard,’ but I’m so glad I said yes to this opportunity over a year ago.

In my interviews, the hiring managers expressed that they wanted a ‘creative ethnographer’ to round out the skill set of the research team. I was skeptical, but it certainly piqued my interest as many large companies don’t appreciate the value of listening to and being with their customers in real life.

Vanguard is on a trajectory of change and we know that to modernize, we have to keep an ear to the ground when it comes to clients and prospects. I’m incredibly proud to be part of the Client Experience & Digital (CXD) team.

Oh, and daily life at Vanguard is pretty stellar.

A few things worth noting to help paint the picture:

The ‘Vanguard nice’ cliché is no joke. People actually care about you as a human. I’m from Wisconsin, so Midwest nice is in my bones. This feels very much the same and it is genuine. When I chat people up in the hall, they actually want to chat back!
If you’re a researcher, you know we’re a special breed of hyper-curious nerds that thrive in a hive. If you were a fly on the research team wall you’d hear us making corny Likert scale jokes, having heated methodology discussions, and helping each other analyze and present our data. It’s a seriously comfortable environment.
Big changes, happening daily. If you like seeing legacy problems being wrangled to the ground, CXD is your scene. Yes, it takes a long time. Yes, there are plenty of obstacles. But when you crack one of the old systems wide open, it’s an amazing feeling.
Career growth. If you want to develop a niche in your UX repertoire, it’s likely you can do it here. For example, we have a researcher advancing her career in accessibility through coursework, Vanguard trainings, and running live studies.
We like to innovate across all of Vanguard. We evolve our presence by training on important topics like radical candor in the workplace, cognitive bias workshops, and a speaker series to discuss methods/approaches/outcomes.
No one is on an island. It’s a reciprocal mentorship system where new and senior researchers enjoy learning from each other. We recognize the unique talents and perspectives each of us offer, and foster them.

If there is one ‘must have’ for working in CXD, I’d say it’s pioneering spirit. There is a level of patience with the old and enthusiasm for the new that will keep you happy and inspired. There is plenty to do! Put Vanguard on your radar. You may be pleasantly surprised with what transpires.

-Julie K.

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National Intern Day 2020

College to Corporate internships looked different for students joining the crew at Vanguard this year– but the foundation remained the same. Whether it was teamwork, community outreach, or bonding with peers, interns were virtually welcomed into departments across the company, where they made lasting contributions. In this video, a few of our interns share insights from their experiences:

Camila: Hi everyone my name is Camila, I attend the University of Texas at El Paso. I am a College to Corporate Business Intern, and I am currently working with the Vanguard Retirement Plan Access Department this summer.

Alex: Hello everyone, my name is Alex I am a rising junior studying computer science engineering at the University of Michigan and I am a College to Corporate Application Development Intern, working with the Enterprise Advice division at Vanguard.

Natasha: Hi! My name is Natasha and I am C2C Investment Management intern this summer under the Transaction Cost Analysis team. I’m a rising junior at the University of Michigan, pursuing a dual degree in finance and computer science, with a minor in Music.

Camila: And I’m going to show you what a virtual intern does on a day-to-day basis. So since I am a virtual intern I am working remotely from my hometown and I basically made my kitchen into an office. This is my kitchen table.

Natasha: Welcome to my room converted into an office.

Alex: Due to the remote nature of our internship, we use Microsoft Team and Outlook mainly, to stay connected with each other.

Camila: I get to meet with leaders, I get to talk to my managers, really cool things that I didn’t know I was going to be able to do from home.

Natasha: I can still stay fully connected with rest of Vanguard. We have a lot of different events like game shows and community service.

Alex: Even though the internship is remote, the company has also done a great job to make sure we’re still able to network and connect with the other interns. Two weeks ago, we had a virtual team building session where we bonded with all the other interns remotely.

Camila: I have been able to participate in Vanguard events, and trainings, and so many things virtually.

Alex: Later today I have an intern project meeting around lunchtime, to update our technical leads on our progress. I am currently working on a project team with four other interns to develop an internal web application.

Natasha: For some of my project so far, I’ve been working mostly in the FX and Treasury Future space.

Camila: So for my project I am actually working in my department of Vanguard Retirement Plan Access. And I’m helping with the Sales Territory Map Analysis. As you can see I have a lot of meetings so I do my project work in between.

Alex: Vanguard also assigns each of us a buddy and a pod leader that acts as mentors, and we have regular meetings with them as well.

Natasha: As part of the internship, I get two buddies. One of them is on my team, and then the other one is in the rotational program. Having a buddy helps me to get acclimated to both the company as well as my team, and acts as a resource that I can just ask quick questions to.

Alex: Overall, the College to Corporate Internship gives us a view into how Vanguard uses technology to solve business problems, and to help people achieve their financial goals. Right now is also a very interesting time to work for Vanguard, because technology is a key strategic focus for the company. This provides ample opportunities for us to work on cool projects, which will be used by real customers and/or business functions.

Camila: My experience so far has been an amazing one. I have been able to connect with leadership, I’ve been able to connect with my interns that have really enhanced my experience here. I feel so fortunate to be a part of a company that really goes out of their way in making sure that their interns get an amazing virtual experience.

Natasha: As you can see, despite the virtual internship experience, everyone at Vanguard can still stay fully connected with each other. I hope you enjoy this little insight into a Vanguard intern’s life.

Alex: Thanks for watching.

Natasha: Don’t forget to follow @lifeatvanguard.

Camila: On Instagram and all other social media. Thank you.

Alex

Camila

Natasha

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Data analytics and careers in Internal Audit

In this series, crew members in Internal Audit share their perspectives on the role data analytics is playing in their field.

Chris V's portrait Chris V.
Director
Auditor Services Technology

A graduate of the Rochester Institute of Technology, Chris began his career with Vanguard’s Information Technology (IT) Division as a systems administrator, providing front line support for critical business infrastructure. He transitioned to a role in IT Audit, where he is currently a Director on the Global Technology Audit Services team, leading the Integrated Audit and Data Analytics functions.

Jeff O's portrait Jeff O.
Data Analytics Technical Lead
Internal Audit

After completing a graduate degree in analytics, Jeff worked at a media and technology company for several years. While there, he was a developer and thought leader in analytics, with projects spanning consultation, visualization, business intelligence, and machine learning. After joining Vanguard, Jeff supported the Institutional Audit Services team before moving into the Data Analytics Technical Lead role. He is tasked with operational leadership of the data analytics team in providing insight, efficiency, and coverage gains to Internal Audit, contributing to our overall goal of protecting Vanguard investors.

Kelly C's portrait Kelly C.
Project Manager
Audit Services

With an undergraduate degree in Accounting from Saint Francis University, Kelly started her career at Vanguard as a Client Services Specialist within Retail Services. During this time she obtained her Series 7 and 63 licenses, assisting retail clients to meet their investment needs. She moved on to become a Corporate Actions Specialist within Fund Financial Services for several years. In this role, she captured and accounted for corporate actions for Vanguard funds. She has spent the past four years as a Project Manager within Internal Audit, partnering with business units around the globe to identify and mitigate risks to Vanguard. During her time at Vanguard, Kelly successfully obtained an MBA from West Chester University and her CIA (Certified Internal Audit) designation.

Why is data analysis so critical to the future of Internal Audit and Vanguard overall?

Chris: A challenge for the Internal Audit department is being able to keep pace with changes taking place in the business. New products and client service offerings, technology transformations, continued global expansion, and an evolving regulatory landscape are contributing to an unprecedented velocity of change at Vanguard. With this in mind, how do we, as Internal Audit, continue to provide coverage over an evolving risk landscape that grows proportionally to the rate of change?

One of the ways Internal Audit can scale to meet this growing demand is through the effective and efficient use of data analysis. If used properly, it can allow us to make smarter, better informed decisions on where to allocate our resources, automate manual processes, test full populations of data in minutes, not days, and monitor the health of our control environment with minimal effort. Data analysis provides us the opportunity to work smarter and make more efficient use of our finite resources which is critical in carrying out our mission of protecting Vanguard’s investors.

How is Internal Audit using data analysis today?

Jeff: In a shared partnership of analysts and auditors, the department uses data analytics by augmenting the audit process with population-level insights and tests. Both reactive and proactive projects are completed currently. As advisory and assurance engagements conduct their reviews, data analytics is leveraged to better understand business practices and identify risk-based exceptions. From the successful use of data analytics during those engagements, automated monitors can be developed afterward to assist the department in reviewing the risk landscape in future. A variety of approaches are used, including independent analysis from source systems, visual analytics to better understand populations, and statistics and algorithms to identify hard-to-find insights.

Kelly: Internal Audit uses data analysis in multiple phases of the audit lifecycle. For example, when establishing an annual audit plan or preparing for a specific audit, data analysis helps an auditor identify the high-risk and complex areas to target. It has also led to a shift in how typical control testing can be performed. Audit teams can assess complete populations of a data set rather than merely inspecting a small sample selection by using analytical tools and techniques. This helps provide better assurance on how effectively a control is operating and gives the team better insights into the holistic control environment of the respective area.

What are the hallmark traits of a successful data analyst?

Jeff: I once heard it said that, “…the analysis isn’t complete until the results are accepted.” Deriving interesting and valuable insights, which depend on persistent curiosity is key. It is not just about asking a good question, but about asking the right series of questions that drive deep into a subject. However, great analyses can be of no value if they are misunderstood. The ability to describe the methods and the value of the results in a clear and concise manner creates the return on investment. Further, a great analyst must be able to build excitement around the use of data.

How can a data analytics skillset benefit one’s career?

Kelly: I think that having a proficient data analytics skillset pays dividends throughout any career path. Being able to successfully identify and analyze the necessary data and information needed to make a well-informed decision are essential skills that will benefit an individual in any role. Personally, as I grow in my career I aspire to lead larger and more strategic projects across the organization. Analytics skills will help give me both macro and micro views into a respective book of work, information to drive data based decision-making, and a tool kit for persuasion and influence.

Chris: Having a risk and control skillset alone is no longer sufficient to be considered an effective auditor. While data analytics is very quickly becoming a required competency in our industry, the benefits aren’t solely limited to a career in audit. Data analytics skills are in-demand, very transferable across disciplines and are impactful in a number of different roles should you ever decide on a career change. Building data analytics acumen today can be a big differentiator in your future.

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Vanguard invests in you

In this blog, we sit down with Kelly M. and Elisha V., two crew members who serve different areas of the Vanguard business and received a professional development opportunity through one of our employee resource groups. Kelly is a Senior Research Associate in our Fixed Income Group, where she analyzes municipal bonds and works with the trading and portfolio management teams. Elisha is an IT Delivery Manager within our 401(k) Institutional Systems division, where she leads IT teams across our Pennsylvania and North Carolina offices. This is their story:

When thinking about where you want to launch or continue your career, you can be assured that at Vanguard, an emphasis is placed on professional development. Combined, we have been at Vanguard for nearly twenty years. During our tenure, we have both received support in various ways to help further advance our skill set. There is one development opportunity that we pursued, however, that stands out from all the rest. Through the Women’s Initiative for Leadership Success (WILS), one of our five Crew Resource Groups, we applied and were selected to participate in an advanced leadership development program for women. In addition to collaborating with female talent from across the enterprise and having a dedicated leadership coach consultant, the program presented us with several frameworks and tools that prepared us to handle a number of scenarios that we could potentially face throughout our careers. Examples include shaping the way we make decisions, preparing and executing courageous conversations with crew, reframing the dialogue of our inner critic, and recognizing unconscious biases.

The experience couldn’t have come at a better time in our professions. Elisha had just started a new managerial position and Kelly, who had always been an individual contributor, aspired to obtain a formal leadership role. Although we support different business areas in unique fields, we are both women within male-dominated industries. We were both successful within our careers at this point and were excited to learn ways in which we could enhance our skills and achieve professional goals going forward. We also quickly realized during the program that what got us here would not get us there, with there being where we envisioned our careers going and how we saw ourselves reaching our full potential. This specific program changed our perspectives on what that means and gave us the resources to clearly define who we are and what we stand for.

Identifying the direction we wanted to steer our careers, in addition to using learnings centered on how to plan and execute courageous conversations, continue to stand out as key takeaways from the program. We had the chance to practice these exchanges, and the more we practiced, the more we realized how impactful it was when developing others. Moreover, taking on courageous conversations is so imperative to improving a challenging situation, and we are now better equipped to handle them. Lastly, we received helpful reminders that something as simple as making the invisible, visible, can be a powerful mind shift that will lead you to a more successful outcome.

The advanced leadership development program for women has provided us with more than either of us expected. We are more prepared and confident in navigating our careers for having taken part in this initiative. Again, this is just one example of the many development opportunities offered at Vanguard.

More about the authors:

Kelly joined Vanguard directly out of college in 2007 and has been working in the Investment Management Group for the past three years. Kelly graduated from Northern Arizona University with a Bachelor of Science in Business Administration.

Elisha has been at Vanguard since 2012. She launched her career as a developer and shortly after moved into a technical lead role. Following these experiences, she transitioned to a project management position that gave her the opportunity to be a technical relationship manager for a large 401(k) client and now as a delivery manager, supporting cross-divisional capabilities and relationships for Vanguard Advice for Institutional. Prior to joining Vanguard, Elisha worked at various startups and financial companies also within the engineering and technology capacity for four years.

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Advertising…at Vanguard??

September 18, 2019/in Culture, Day in the Life, Our mission Mid-level specialist /by Ferris

Advertising…at Vanguard??

Meet Bonnie D. She is an Advertising Manager who did not expect to find herself in the financial services industry. Now after having spent a number of years in creative roles at Vanguard, one thing she says she never takes for granted: “I laugh every single day.”

If you’re seeking an environment where you can make a difference and develop professionally, learn more about our MBA programs at www.vanguardjobs.com.

Tips and advice when interviewing for User Experience jobs

We recently sat down with Vanguard recruiters and asked them to share tips and best practices for interviews. In this segment of the Recruiter Q&A Series, Tom Riley provides insights and advice for candidates interested in pursuing an opportunity in our Client Experience and Digital group.

Recent Posts

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Knowing your customers is the best way to serve them

In this blog, Julie K. shares her experience working on the Client Experience and Digital team as a User Experience Researcher.

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National Intern Day 2020

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Data analytics and careers in Internal Audit

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Vanguard invests in you

More about the authors:

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