client services Archives

Bridging the gap between college and your career

I guess it shouldn’t have surprised me. There I was, a college senior, in the midst of the “Decade of Decision” and I had been stumped. Less than one year from that moment, I would graduate with a bachelor’s degree in Accounting and begin a new stage of life. Yet the number of forks in the road ahead was truly dizzying! Should I go straight into a graduate program? What about work experience? Should I pay my dues at a Big 4 accounting firm? Did I even want to work in accounting? In short, I wondered how to bridge the gap between being a recent college graduate and becoming a successful professional.

With so many options to choose from, I was grateful for the recommendations of wise mentors who had successfully sailed the seas ahead that I too would soon face. As I was looking into graduate programs, one mentor explained that graduate school could be much more meaningful after a few years of work experience at an industry leading company that shared my personal values. He also encouraged me to show some initiative and attend a career fair at a larger university nearby. His counsel was full of good intentions, so a classmate and I packed our bags. (Who doesn’t love a good road trip?) That career fair helped me connect with my current employer: Vanguard.

Curious about our Client Services career opportunities? Make it count at Vanguard.

Meaningful Work

From the moment I shook hands with my recruiter, I felt a sense of meaning behind Vanguard’s mission—to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Finding a company with a strong purpose was important to me. Before Vanguard, I had the opportunity to volunteer as a service missionary for two years in Chile, where because of our strong core purpose and values, we were able to truly make a difference. At Vanguard, my position in our Retail Investor Group provides an opportunity where I see that purpose come to life in my daily interactions with clients. I find it very satisfying to apply the skills from my college days and accounting background as I explain complex topics related to investing. Helping clients in situations where they need guidance has proved to be my career sweet spot. I also developed a passion for teamwork during my college basketball career. My time at Vanguard has taught me that the only thing better than helping people reach their financial goals is to do it alongside peers and leaders that you really admire.

Balance

Gaining work experience is a top priority during this stage of my life, but it certainly isn’t the only focus! I enjoy spending time with my family, seeing new parts of the world, and volunteering in my community. Finding a balance between these different priorities wasn’t a new task, but I wondered what the balance would feel like once I graduated from college. Some career alternatives required a commitment to long hours at work, but Vanguard seemed to mirror my values with a focus on work-life balance. The time I spend at work is extremely engaging, but it’s my work at home that demands the best of me. Pair that work week with a generous paid-time-off package and finding that elusive balance becomes reality. I was also fortunate to qualify for paternity leave in June of 2018 after the birth of my daughter. That time helped me support my wife as we welcomed our little girl to the world.

Opportunities to Advance My Career

One thing I love about Vanguard is the variety of career paths available for crew (nautical theme intended) including Financial Advisor, Team Leader, and more. Networking is strongly encouraged, and time is provided for attending a variety of career-focused events like department overviews. A recent example was put on by our Hispanic/Latino Organization for Leadership and Advancement (HOLA) group and focused on the skills required to become a successful specialist. Every month, I take time to sit down with my leader who takes an active interest in helping me prepare for my next career move. I’ve discovered that my favorite moments include time to cultivate meaningful relationships with Vanguard’s clients, so I plan to expand on that in the years ahead. I’m also excited to pursue the Certified Financial Planner ™ (CFP ®) designation as I serve clients in more substantial ways.

Working at Vanguard has been essential to my professional growth in these years following my graduation. The purpose behind my work, balance between my other interests, and opportunities for additional development have made this a rewarding decision. If you find yourself in a similar situation like me in your final years in college, know that you’re not alone! In the information age, “analysis paralysis” can be a real obstacle. The encouraging thing is that you can make a great decision even if your information is incomplete. As you evaluate the different paths ahead, be sure to lean on the advice of mentors. Do your best to research options that are most important to you, like matching your personal values and doing work that you find meaningful. Once you have that figured out, trust that with some hard work and the right opportunities, you can turn any path into a rewarding career. The most important part of this stage of life is to keep moving forward. As you do, you’ll be amazed at how naturally you progress from recent graduate to successful professional.

-Josh F.

More careers blogs you may have missed

Preparing For a Vanguard Interview – Be a STAR
Do you have an interview coming up soon? Read this blog to prepare for the STAR format questions and nail your interview!

Three Experiences That Paved My Path to Vanguard
In this blog, Team Leader Rachel shares three experiences along her path to Vanguard and why she loves being a leader.

Why I Got Rid Of My Five Year Plan
Vanguard crew member Lauren reflects on why she tossed out her five year plan and instead focused on building a career within a company and industry she grew to love.

Exploring Careers in Client Services – Retail Services
Crew member David shares his perspective on career choices, teamwork, and how he contributes to Vanguard’s mission in Retail Services.

Inclusion – It’s More Than a Policy
Hear from crew about their thoughts on LGBTQ+ inclusion at Vanguard, and learn about the Human Rights Campaign’s (HRC) Corporate Equality Index—and how we stacked up.

« All News

Vanguard Client Services group employee, Tiamoy

Connecting with the Vanguard mission

June 5, 2019/in Advice from crew, Culture, Day in the Life, Our mission /by fdoerr

Connecting with the Vanguard mission

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.

More career blogs you may have missed

Bridging the gap between college and your career

June 5, 2019/in Advice from crew, Career opportunities, Day in the Life /by fdoerr

Bridging the gap between college and your career

I guess it shouldn’t have surprised me. There I was, a college senior, in the midst of the “Decade of Decision” and I had been stumped. Less than one year from that moment, I would graduate with a bachelor’s degree in Accounting and begin a new stage of life. Yet the number of forks in the road ahead was truly dizzying! Should I go straight into a graduate program? What about work experience? Should I pay my dues at a Big 4 accounting firm? Did I even want to work in accounting? In short, I wondered how to bridge the gap between being a recent college graduate and becoming a successful professional.

With so many options to choose from, I was grateful for the recommendations of wise mentors who had successfully sailed the seas ahead that I too would soon face. As I was looking into graduate programs, one mentor explained that graduate school could be much more meaningful after a few years of work experience at an industry leading company that shared my personal values. He also encouraged me to show some initiative and attend a career fair at a larger university nearby. His counsel was full of good intentions, so a classmate and I packed our bags. (Who doesn’t love a good road trip?) That career fair helped me connect with my current employer: Vanguard.

Curious about our Client Services career opportunities? Make it count at Vanguard.

Meaningful Work

From the moment I shook hands with my recruiter, I felt a sense of meaning behind Vanguard’s mission—to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Finding a company with a strong purpose was important to me. Before Vanguard, I had the opportunity to volunteer as a service missionary for two years in Chile, where because of our strong core purpose and values, we were able to truly make a difference. At Vanguard, my position in our Retail Investor Group provides an opportunity where I see that purpose come to life in my daily interactions with clients. I find it very satisfying to apply the skills from my college days and accounting background as I explain complex topics related to investing. Helping clients in situations where they need guidance has proved to be my career sweet spot. I also developed a passion for teamwork during my college basketball career. My time at Vanguard has taught me that the only thing better than helping people reach their financial goals is to do it alongside peers and leaders that you really admire.

Balance

Gaining work experience is a top priority during this stage of my life, but it certainly isn’t the only focus! I enjoy spending time with my family, seeing new parts of the world, and volunteering in my community. Finding a balance between these different priorities wasn’t a new task, but I wondered what the balance would feel like once I graduated from college. Some career alternatives required a commitment to long hours at work, but Vanguard seemed to mirror my values with a focus on work-life balance. The time I spend at work is extremely engaging, but it’s my work at home that demands the best of me. Pair that work week with a generous paid-time-off package and finding that elusive balance becomes reality. I was also fortunate to qualify for paternity leave in June of 2018 after the birth of my daughter. That time helped me support my wife as we welcomed our little girl to the world.

Opportunities to Advance My Career

One thing I love about Vanguard is the variety of career paths available for crew (nautical theme intended) including Financial Advisor, Team Leader, and more. Networking is strongly encouraged, and time is provided for attending a variety of career-focused events like department overviews. A recent example was put on by our Hispanic/Latino Organization for Leadership and Advancement (HOLA) group and focused on the skills required to become a successful specialist. Every month, I take time to sit down with my leader who takes an active interest in helping me prepare for my next career move. I’ve discovered that my favorite moments include time to cultivate meaningful relationships with Vanguard’s clients, so I plan to expand on that in the years ahead. I’m also excited to pursue the Certified Financial Planner ™ (CFP ®) designation as I serve clients in more substantial ways.

Working at Vanguard has been essential to my professional growth in these years following my graduation. The purpose behind my work, balance between my other interests, and opportunities for additional development have made this a rewarding decision. If you find yourself in a similar situation like me in your final years in college, know that you’re not alone! In the information age, “analysis paralysis” can be a real obstacle. The encouraging thing is that you can make a great decision even if your information is incomplete. As you evaluate the different paths ahead, be sure to lean on the advice of mentors. Do your best to research options that are most important to you, like matching your personal values and doing work that you find meaningful. Once you have that figured out, trust that with some hard work and the right opportunities, you can turn any path into a rewarding career. The most important part of this stage of life is to keep moving forward. As you do, you’ll be amazed at how naturally you progress from recent graduate to successful professional.

-Josh F.

More careers blogs you may have missed

Preparing For a Vanguard Interview – Be a STAR
Do you have an interview coming up soon? Read this blog to prepare for the STAR format questions and nail your interview!

Three Experiences That Paved My Path to Vanguard
In this blog, Team Leader Rachel shares three experiences along her path to Vanguard and why she loves being a leader.

Why I Got Rid Of My Five Year Plan
Vanguard crew member Lauren reflects on why she tossed out her five year plan and instead focused on building a career within a company and industry she grew to love.

Exploring Careers in Client Services – Retail Services
Crew member David shares his perspective on career choices, teamwork, and how he contributes to Vanguard’s mission in Retail Services.

Inclusion – It’s More Than a Policy
Hear from crew about their thoughts on LGBTQ+ inclusion at Vanguard, and learn about the Human Rights Campaign’s (HRC) Corporate Equality Index—and how we stacked up.

« All News

Connecting with the Vanguard mission

April 2, 2019/in Advice from crew, Culture, Day in the Life, Our mission /by fdoerr

Connecting with the Vanguard mission

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.

More career blogs you may have missed

#LifeAtVanguard

Advice from crew, Culture, Day in the Life, Our mission

Connecting with the Vanguard mission

Advice from crew, Career opportunities, Training & education

When working in finance isn’t only for finance majors

Advice from crew, Career opportunities, Day in the Life

Bridging the gap between college and your career

Advice from crew, Culture

10 years at Vanguard: our culture

Advice from crew, Culture

10 years at Vanguard: coworkers and friends

Advice from crew, Voyage to Vanguard

3 tips from my midlife start at Vanguard

Advice from crew, Career opportunities, Crew benefits, Culture

Thriving in Transitions

Crew benefits, Culture

Leading the life I want–at home and in the office

Advice from crew, Career opportunities, Voyage to Vanguard

10 years at Vanguard: career progression and advice

Advice from crew, Career opportunities, Crew benefits, Culture, In the community, Training & education

Finding the support I needed at Vanguard

Crew benefits, Diversity & inclusion

Fighting for my daughter. Advocating for myself.

Advice from crew

Preparing for a Vanguard interview – Be a STAR

Advice from crew, Career opportunities, Crew benefits, Culture

Redefining success at Vanguard

Advice from crew, Career opportunities, Voyage to Vanguard

Three experiences that paved my path to Vanguard

Advice from crew, Day in the Life

Everyday innovation from client-facing crew at Vanguard

« All News

When working in finance isn’t only for finance majors

February 5, 2019/in Advice from crew, Career opportunities, Training & education /by fdoerr

When working in finance isn’t only for finance majors

Whenever people asked me what I wanted to be when I grew up, my response was always, “I want to help people live a better life.” I had grown up as a competitive dancer, and was very accident prone, which meant I spent a lot of time in physical therapy. I would watch the therapists make such strides in people’s ability to move and began to think that is what I want to be–and ultimately led to obtaining my degree in kinesiology. So how in the world did I end up in finance?

My road to Vanguard began right after college graduation, when I was having an internal battle on what I wanted to do now that I was in the “real world.” I had told myself for some time that the only way I could help people live a better life was by becoming a professional in the medical field. But a friend proved that notion wrong when they introduced me to Vanguard. To say I was hesitant to join the finance industry is an understatement. Much of my college education was focused on classes like organic chemistry and biomechanics. But my friend assured me that my passion to help people live a better life directly aligned with Vanguard’s mission. With his support along with my family, I took a giant leap of faith, and I couldn’t be happier that I did.

Curious about our Client Services career opportunities? Start here

After my first week, I began to feel a sense of calmness and knew that a life-long career with Vanguard was in my future—and then came the licensing program. I had done a bit of studying prior to starting but I had no idea how big of a milestone obtaining my Series 7 and 63 securities licenses was. The nerves quickly came back as I began rereading the 600+ page book, where many of the terms seemed like another language. While there were many moments where I questioned if I could do it, I was always met with support from my leader, coaches, trainers, and peers. I couldn’t believe that I had only been a part of Vanguard for a few weeks, and so many people were invested in my success.

Fast forward 5 years later, I am now responsible for onboarding new hires into the Retail division of Vanguard, which you could say has brought my experience full circle. As an onboarding leader I get the opportunity to be the face of Vanguard for so many new crew–helping them acclimate to our culture and supporting them through licensing and training. I am their first point of contact, starting from the day they accept their offer and also act as a resource as they prepare for their first day at Vanguard. One of my favorite aspects of my job is getting to meet my crew at the end of their first day on campus. The buildup of excitement over the months finally becomes reality and I am able to spend some time answering questions and sharing insight that can help calm their nerves— something I can certainly relate to. I then get to spend the next few months guiding them through the licensing program where I meet with my crew daily to check in on their progress, recommend study strategies, and celebrate their successes. I always tell my crew that we will be going on a journey together, and while everyone is different, they can rest easy knowing that I will do everything in my power to support them through it. I appreciate that I can use my own experiences to relate to what my crew are going through and can be their cheerleader during the ups and a shoulder to lean on for any downs.

One of the most memorable experiences I have as an onboarding leader is when my first class had their final celebration to launch into their role. This means that their time with me in licensing and training is over and they get to officially begin supporting our clients. I had spent weeks preparing what I wanted to express to them and when I got up in front of the class (tears and all) all I could do was thank them for the journey they had taken me on It’s always a bittersweet day for me as I get to witness crew moving on to their next chapter within their careers, but I am always so thankful to be a part of it.

To say I love my job is an understatement… I get to be by my crew’s side as they face these exciting challenges, learn and grow in the industry, and eventually embark on a new path as they launch into their job.

-Annsley R.

More careers blogs you may have missed

Preparing For a Vanguard Interview – Be a STAR
Do you have an interview coming up soon? Read this blog to prepare for the STAR format questions and nail your interview!

Three Experiences That Paved My Path to Vanguard
In this blog, Team Leader Rachel shares three experiences along her path to Vanguard and why she loves being a leader.

Why I Got Rid Of My Five Year Plan
Vanguard crew member Lauren reflects on why she tossed out her five year plan and instead focused on building a career within a company and industry she grew to love.

Exploring Careers in Client Services – Retail Services
Crew member David shares his perspective on career choices, teamwork, and how he contributes to Vanguard’s mission in Retail Services.

Inclusion – It’s More Than a Policy
Hear from crew about their thoughts on LGBTQ+ inclusion at Vanguard, and learn about the Human Rights Campaign’s (HRC) Corporate Equality Index—and how we stacked up.

« All News

Bridging the gap between college and your career

November 19, 2018/in Advice from crew, Career opportunities, Day in the Life /by fdoerr

Bridging the gap between college and your career

I guess it shouldn’t have surprised me. There I was, a college senior, in the midst of the “Decade of Decision” and I had been stumped. Less than one year from that moment, I would graduate with a bachelor’s degree in Accounting and begin a new stage of life. Yet the number of forks in the road ahead was truly dizzying! Should I go straight into a graduate program? What about work experience? Should I pay my dues at a Big 4 accounting firm? Did I even want to work in accounting? In short, I wondered how to bridge the gap between being a recent college graduate and becoming a successful professional.

With so many options to choose from, I was grateful for the recommendations of wise mentors who had successfully sailed the seas ahead that I too would soon face. As I was looking into graduate programs, one mentor explained that graduate school could be much more meaningful after a few years of work experience at an industry leading company that shared my personal values. He also encouraged me to show some initiative and attend a career fair at a larger university nearby. His counsel was full of good intentions, so a classmate and I packed our bags. (Who doesn’t love a good road trip?) That career fair helped me connect with my current employer: Vanguard.

Curious about our Client Services career opportunities? Make it count at Vanguard.

Meaningful Work

From the moment I shook hands with my recruiter, I felt a sense of meaning behind Vanguard’s mission—to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Finding a company with a strong purpose was important to me. Before Vanguard, I had the opportunity to volunteer as a service missionary for two years in Chile, where because of our strong core purpose and values, we were able to truly make a difference. At Vanguard, my position in our Retail Investor Group provides an opportunity where I see that purpose come to life in my daily interactions with clients. I find it very satisfying to apply the skills from my college days and accounting background as I explain complex topics related to investing. Helping clients in situations where they need guidance has proved to be my career sweet spot. I also developed a passion for teamwork during my college basketball career. My time at Vanguard has taught me that the only thing better than helping people reach their financial goals is to do it alongside peers and leaders that you really admire.

Balance

Gaining work experience is a top priority during this stage of my life, but it certainly isn’t the only focus! I enjoy spending time with my family, seeing new parts of the world, and volunteering in my community. Finding a balance between these different priorities wasn’t a new task, but I wondered what the balance would feel like once I graduated from college. Some career alternatives required a commitment to long hours at work, but Vanguard seemed to mirror my values with a focus on work-life balance. The time I spend at work is extremely engaging, but it’s my work at home that demands the best of me. Pair that work week with a generous paid-time-off package and finding that elusive balance becomes reality. I was also fortunate to qualify for paternity leave in June of 2018 after the birth of my daughter. That time helped me support my wife as we welcomed our little girl to the world.

Opportunities to Advance My Career

One thing I love about Vanguard is the variety of career paths available for crew (nautical theme intended) including Financial Advisor, Team Leader, and more. Networking is strongly encouraged, and time is provided for attending a variety of career-focused events like department overviews. A recent example was put on by our Hispanic/Latino Organization for Leadership and Advancement (HOLA) group and focused on the skills required to become a successful specialist. Every month, I take time to sit down with my leader who takes an active interest in helping me prepare for my next career move. I’ve discovered that my favorite moments include time to cultivate meaningful relationships with Vanguard’s clients, so I plan to expand on that in the years ahead. I’m also excited to pursue the Certified Financial Planner ™ (CFP ®) designation as I serve clients in more substantial ways.

Working at Vanguard has been essential to my professional growth in these years following my graduation. The purpose behind my work, balance between my other interests, and opportunities for additional development have made this a rewarding decision. If you find yourself in a similar situation like me in your final years in college, know that you’re not alone! In the information age, “analysis paralysis” can be a real obstacle. The encouraging thing is that you can make a great decision even if your information is incomplete. As you evaluate the different paths ahead, be sure to lean on the advice of mentors. Do your best to research options that are most important to you, like matching your personal values and doing work that you find meaningful. Once you have that figured out, trust that with some hard work and the right opportunities, you can turn any path into a rewarding career. The most important part of this stage of life is to keep moving forward. As you do, you’ll be amazed at how naturally you progress from recent graduate to successful professional.

-Josh F.

More careers blogs you may have missed

Preparing For a Vanguard Interview – Be a STAR
Do you have an interview coming up soon? Read this blog to prepare for the STAR format questions and nail your interview!

Three Experiences That Paved My Path to Vanguard
In this blog, Team Leader Rachel shares three experiences along her path to Vanguard and why she loves being a leader.

Why I Got Rid Of My Five Year Plan
Vanguard crew member Lauren reflects on why she tossed out her five year plan and instead focused on building a career within a company and industry she grew to love.

Exploring Careers in Client Services – Retail Services
Crew member David shares his perspective on career choices, teamwork, and how he contributes to Vanguard’s mission in Retail Services.

Inclusion – It’s More Than a Policy
Hear from crew about their thoughts on LGBTQ+ inclusion at Vanguard, and learn about the Human Rights Campaign’s (HRC) Corporate Equality Index—and how we stacked up.

« All News

10 years at Vanguard: our culture

October 15, 2018/in Advice from crew, Culture /by fdoerr

10 years at Vanguard: our culture

In this roundtable video series, five tenured Vanguard crew members talk about how and why they started their careers at Vanguard more than 10 years ago. The panel delves into topics such as Vanguard’s culture of continuous improvement, client-centered global expansion, career advice, and the relationships they’ve built over the past decade.

1 2 3

Curious about our Client Services career opportunities? Make it count at Vanguard.

More careers blogs you may have missed

Preparing For a Vanguard Interview – Be a STAR
Do you have an interview coming up soon? Read this blog to prepare for the STAR format questions and nail your interview!

Three Experiences That Paved My Path to Vanguard
In this blog, Team Leader Rachel shares three experiences along her path to Vanguard and why she loves being a leader.

Why I Got Rid Of My Five Year Plan
Vanguard crew member Lauren reflects on why she tossed out her five year plan and instead focused on building a career within a company and industry she grew to love.

Exploring Careers in Client Services – Retail Services
Crew member David shares his perspective on career choices, teamwork, and how he contributes to Vanguard’s mission in Retail Services.

Inclusion – It’s More Than a Policy
Hear from crew about their thoughts on LGBTQ+ inclusion at Vanguard, and learn about the Human Rights Campaign’s (HRC) Corporate Equality Index—and how we stacked up.

« All News

10 years at Vanguard: coworkers and friends

October 4, 2018/in Advice from crew, Culture /by fdoerr

10 years at Vanguard: coworkers and friends

In this roundtable video series, five tenured Vanguard crew members talk about how and why they started their careers at Vanguard more than 10 years ago. The panel delves into topics such as Vanguard’s culture of continuous improvement, client-centered global expansion, career advice, and the relationships they’ve built over the past decade.

1 2

Interested in our Client Services career opportunities? Make it count at Vanguard.

More careers blogs you may have missed

Preparing For a Vanguard Interview – Be a STAR
Do you have an interview coming up soon? Read this blog to prepare for the STAR format questions and nail your interview!

Three Experiences That Paved My Path to Vanguard
In this blog, Team Leader Rachel shares three experiences along her path to Vanguard and why she loves being a leader.

Why I Got Rid Of My Five Year Plan
Vanguard crew member Lauren reflects on why she tossed out her five year plan and instead focused on building a career within a company and industry she grew to love.

Exploring Careers in Client Services – Retail Services
Crew member David shares his perspective on career choices, teamwork, and how he contributes to Vanguard’s mission in Retail Services.

Inclusion – It’s More Than a Policy
Hear from crew about their thoughts on LGBTQ+ inclusion at Vanguard, and learn about the Human Rights Campaign’s (HRC) Corporate Equality Index—and how we stacked up.

« All News

3 tips from my midlife start at Vanguard

October 1, 2018/in Advice from crew, Voyage to Vanguard /by fdoerr

3 tips from my midlife start at Vanguard

Are you ready to return to work after being a full time parent or caregiver? Or are you looking for a new career? Do you like to help people? If you answered yes, then please listen to my story about my midlife start at Vanguard.

I joined Vanguard 10 years ago, and had been a full time mom and part time worker and volunteer before that. Joining Vanguard was a big jump for me, but the time was right for this move—my kids were approaching high school and their school days were longer, so I had the time. Although I was ready, I was still scared.

Don’t be afraid of…the exams

I interviewed for a few positions after applying online and interestingly enough, the one that most appealed to me was the Client Relationship Associate position, an entry level job that was client-facing. I was offered the position, but I had two securities exams to take before I could start serving clients. Vanguard offered support, at-work study time, and classes to ensure that I passed. Despite this, I was still scared—I had been out of school a long time—and how could I, at age 45, memorize financial formulas?

Luckily, I had majored in Psychology in college and remembered how memory works. So, although the usual study strategy is to do all the reading, then study for and take the practice tests, I recalled that older or busier minds work differently. They need to start the self-testing sooner—the in and out of information commits it to memory better. Cramming doesn’t work in midlife! My mind was already juggling too much—kids, eldercare, grocery lists, volunteer work, etc. It was painful to score a 10% on the first practice test, but I hadn’t finished the reading yet so I kept going, and my score kept increasing. I passed the securities exams and started my job on time. I used the same strategy to pass the CFP® exam at age 49.

Don’t be afraid of…starting over after a gap.

Although I had been out of the workforce for some time, I had a decade of experience before I started my family. And, I really appreciated the structure of the Client Relationship Associate role. It allowed me to return home at the end of the day without work in my briefcase, and I could be present for my family at night. No logging on to do work at midnight—my job was done at the end of each day.

Don’t be afraid of…reaching for the next level.

After two years in the Client Relationship Associate role, my kids were in high school, they were more self-sufficient, and after school sports kept them longer at school, so I applied for a Sales Analyst role supporting high-net-worth sales executives. I got the job and haven’t looked back. In my 10 years, I have worked in sales, new account onboarding, and in IT testing new web pages. My current job is as a Financial Advisor, and I love advising my clients. My kids are now out of college and on their own, and I have a fabulous job that I love. And it all started with braving that first exam.

-Polly A.

Curious about a career in Advice? Make it count with Vanguard.

More careers blogs you may have missed

Redefining Success at Vanguard
Financial Advisor Daniel M. writes about how he found a career in advice at Vanguard, and how he’s able to balance his love for travel and his career.

Three Experiences That Paved My Path to Vanguard
In this blog, Team Leader Rachel shares three experiences along her path to Vanguard and why she loves being a leader.

Vanguard’s Support in My Family’s Adoption Experience
Perry blogs about how he and his family were supported by Vanguard through their adoption experience.

Exploring Careers in Client Services – Retail Services
Crew member David shares his perspective on career choices, teamwork, and how he contributes to Vanguard’s mission in Retail Services.

Why I Love Being a Working Mom
In this blog, Schuyler discusses working at Vanguard and what happened when her baby came earlier than expected.

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Thriving in Transitions

September 28, 2018/in Advice from crew, Career opportunities, Crew benefits, Culture /by fdoerr

Thriving in Transitions

My Vanguard career began during a transition. A transition that involved moving to a new town and starting a life together with my now husband, Chris. As I prepared for the move, and for leaving my job, I knew I was looking for a company where I could grow and develop a lifelong career. That goal landed me in a Client Relationship Associate role in Vanguard’s Retail Services group.

As soon as I walked through the door on my first day, and began learning more about Vanguard, I connected with the core values of the company: to enable investors to achieve investment success. I loved talking to a variety of clients about how to invest their hard earned money in hopes they could someday achieve their investment goals—it made me feel like I was making a difference for them. Being new to the investment industry, the support and guidance from my early leaders solidified my interest in giving back the same support to other crew on their Vanguard journey. I’ll never forget contemplating my next career step, just a year or so into my new role one of my colleagues told me, “You should become a team leader–you would be a great leader.” This resonated, because I naturally care for others and want to help them succeed. Who knew a simple compliment could be a turning point for my career?

I worked hard the next few years to become a Vanguard leader; I attended trainings, connected with mentors and coaches, and met with crew all over the firm. Then, I was ready to apply for my next role, a leadership role. I felt empowered, excited and ready to take on the challenge. I landed a team leader role in Brokerage Services and was…terrified! I went into the challenge with all I had and luckily came out the other side as a successful leader with a team of high performing crew. Phew. Being a team leader was an awesome journey and it led me to yet another transition in my career…back to an individual contributor role when I least expected it.

I remember the call like it was yesterday, a former colleague from my Brokerage Services days had earned a promotion in a new role. Her role was going to become available and she thought I’d be a great fit. I was super curious to hear why she had thought of me, as I wasn’t actively seeking a new opportunity at that time and didn’t know her very well. We ended up having lunch to talk about the opportunity and the rest is history. A few weeks later, I was moving on to a new division after 5 years in our Retail division. I cried. I was so overcome with emotion on that last day (also because my team decided to package my 5 year anniversary celebration with my going away celebration), I was feeling so many emotions. Happiness, sadness, gratitude. I was happy, scared and most importantly, I was ready.

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On my first day in my new division, Financial Advisor Services, I felt this electric energy and excitement. I made a few quick friends and was assimilating into my new role quite nicely, when suddenly I found out that after 3 months in the job, I was pregnant with our first child. Did I mention that we were in the throes of wedding planning too? “OMG. What am I going to do, how are we going to raise a child!? What about the wedding? How do I tell my boss? How is this all going to play out?” I was in panic mode, a huge life transition was happening at the same time as another huge life transition, at the same time as a career transition. I had to figure out a plan, and fast.

Ultimately, once I had some time to digest this new information, talk with some of my support network, I practiced resiliency and reframed my mind and thought—I can do this, I am grateful for this, this is meant to be. In a recent session I attended, Wharton Professor Adam Grant, talked about resiliency in transitions and how they are means of catapulting into success. When he said this, I reflected back to these days.

Fast forward to the end of my maternity leave, I had been home with our son, Will, for 4 wonderful months. He was the perfect baby, and slept, ate, and traveled well. I was loving my new job as his mom. As I prepared to return to work in the role that I had left, another serendipitous situation arose. A promotional opportunity within my current team. Initially, I thought, “I am so not doing that to myself, I am not ready, I already have no idea how I will juggle work with all my new responsibilities at home…” The excuses were pouring out of me. Quickly, I realized I had to check myself and take a step back to look at the broader picture and think about what I really wanted and could achieve. I decided to go for the job, and it has proved to be one of the best career decisions I have made. That role that helped me to push myself harder than ever before.

After a few years in that role, and enrolling in an MBA program, the leadership spark returned and I was ready to get back to my true passion, leading people. Thanks to a vast network of coaches and mentors, and the experience I had gained over the past 5 years, I earned a new role. However, I was due with my second son about 4 weeks later and was in the midst of my MBA program. This time I thought—no big deal. I can handle this! I took 6 months off with Ben and enjoyed every moment with him, knowing that when I returned to my brand new job, I would figure it all out with the help of my amazing husband, classmates, colleagues and managers.

As I reflect on my career, I realize how the moments when the walls felt like they were going to come crashing down have turned into my most memorable and successful moments both in my personal life and in my career. In times of change and transition we can choose to let it break us down or chose to grow with the change and use it as a catapult to success. There have been some tough times during each of the transitions but through those pivotal moments, I’ve learned and grown the most. I am proud to say I have used them as a trajectory for success and look forward to what exciting changes and opportunities are ahead of me.

-Kristen S.

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Leading the life I want–at home and in the office

September 26, 2018/in Crew benefits, Culture /by fdoerr

Leading the life I want–at home and in the office

This past summer was my 25^th work anniversary at Vanguard. When I joined Vanguard 25 years ago, I was fresh out of college. I was driven, eager, and inspired to make a difference in the world. 25 years later, those same traits apply, though instead of being fresh out of college, I’m married, a mother of 3, and a Vanguard veteran. As I reminisce about Vanguard, we had under $130 billion in assets, occupied only three buildings in Malvern, PA, and had a walk-in center for clients in downtown Philadelphia when I started. I am amazed at how quickly the years have flown by, and am grateful to work for a company which aligns with my values and where I have been able to lead the life I want to.

As a math and business double major, I knew early in my undergraduate studies that I would find a career where I could solve problems, learn from others, and connect with people. While I started my career in Client Services, I spent the majority of my tenure working with fixed income securities: from trading, to portfolio management, and now compliance. When I started on the trading desk I had a steep learning curve and was fortunate to have so many leaders invest in my development to learn all aspects of portfolio management. I had the opportunity to conduct competitive analysis when we launched new funds, help build an internally developed trading system, build external relationships, and manage portfolios to ensure we maintained a stable net asset value (NAV) on our municipal money market funds and met compliance regulations. Over the years, my responsibilities grew until I became an assistant portfolio manager.

Making the decision to take a risk and try something new wasn’t easy. I had been involved with municipal money market and bond funds for 17 years. I knew that if I had learned how to manage portfolios, I could learn other aspects of the business. In my current role in Compliance, I mainly support our fixed income funds. I get to work with global peers, and am in a role where I can leverage my fixed income background and work with investments from a different angle. I have been able to lead large regulatory projects, be an international buddy as new crew joined offices abroad, relocate to Vanguard’s Scottsdale office, build out a global investment training curriculum, and learn what it takes to provide advice on complex regulations. Outside of my day job, I’ve been able to inspire the next generation by helping to recruit talent to Vanguard, leading the Arizona Career Development team (a group of people who help crew figure out career options at Vanguard), and by mentoring and coaching crew. Although I do not currently serve as a formal leader, I’ve been able to inspire crew by listening, asking questions, being available, and sharing tips and lessons I have learned over the years.

And then there is life at home…..

My husband and I had three kids in two years and quickly learned the true concept of zone defense. When my kids were young we both worked full time and my husband’s role had him on the road 70% of the time. I was in the routine of work, being a nursing mom to twin boys, and feeling exhausted from the lack of sleep and chaos of life. As it so happens, I was giving a shareholder a tour of the trading desk, who repeated to me a line I had often heard, “your life is not a dress rehearsal, so make sure you are living it the way you want to. When you are my age and you look back, you will treasure most the legacy you left and impact you have had on your children.” The next day, my ten month old son, Ben, looked up at me with his big brown eyes and gave me a look that said, “Mom, why are you leaving me?” And for me, that was it! I re-evaluated what I wanted and decided I really wanted more time with my kids. But, if possible, I also wanted to continue working and really didn’t want to give up doing something I loved. I am grateful Vanguard and my leader supported me to work three days a week on the trading desk when my kids were little.

As my kids have grown I have been able to lead my daughter’s Girl Scout troop and coach team sports. Since moving to Arizona I’ve continued my involvement in my community by volunteering at a local food bank, becoming a board member of the National Association of Women MBAs, and most recently joining the advisory board of my alma mater, the Le Moyne College Madden School of Business. As to what the future holds, if I can help my three teenagers find their passion and continue to inspire the next generation, what else can I ask for? I am leading the life I want!

-Andrea S.

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10 years at Vanguard: career progression and advice

September 14, 2018/in Advice from crew, Career opportunities, Voyage to Vanguard /by fdoerr

10 years at Vanguard: career progression and advice

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