crew Archives - Vanguard

Picture of Susan Tachau at the event, showing a photo of a woman in a wheelchair who is outside her home that was equipped with accessibility features.

Celebrating Global Accessibility

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

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

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

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

More career blogs you may have missed

Celebrating Global Accessibility

May 22, 2019/in Crew benefits, Culture, Diversity & inclusion, Our mission /by fdoerr

Celebrating Global Accessibility

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

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

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

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

More career blogs you may have missed

#LifeAtVanguard

Crew benefits, Culture, Diversity & inclusion, Our mission

Celebrating Global Accessibility

Advice from crew, Culture, Diversity & inclusion, Voyage to Vanguard

Make a choice and take a chance

Culture, Diversity & inclusion

Celebrating #BlackHistoryMonth at Vanguard

Advice from crew, Diversity & inclusion

Everyday Inclusion

Advice from crew, Day in the Life, Diversity & inclusion

What it means to be a thought leader

Advice from crew, Career opportunities, Diversity & inclusion, Voyage to Vanguard

Boots to Suits: Transitioning to the corporate world as a veteran

Advice from crew, Career opportunities, Diversity & inclusion, Voyage to Vanguard

From Airman to crew member: Presenting the best of myself

Diversity & inclusion

Vanguard Celebrates National Coming Out Day (VIDEO)

Culture, Diversity & inclusion, Our mission

Four tips for a more inclusive environment

Culture, Diversity & inclusion

Celebrating “mi comunidad” during National Hispanic Heritage Month

Crew benefits, Diversity & inclusion

Fighting for my daughter. Advocating for myself.

Diversity & inclusion, Training & education

Vanguard women break down investment acumen myths and perceptions

Advice from crew, Career opportunities, Day in the Life, Diversity & inclusion

What differentiates us from other data science teams?

Career opportunities, Diversity & inclusion

How MLT gave me pride, purpose, and fulfillment

Culture, Diversity & inclusion

The family I never expected

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Picture of 7 Vanguard crew at a meeting in an open spaced conference room

Vanguard leaders share what inclusion means to them

May 1, 2019/in Advice from crew, Culture, Our mission /by fdoerr

Vanguard leaders share what inclusion means to them

We asked 7 Vanguard leaders what inclusion means to them.

Here’s what they had to say:

1. Christina Selby, Principal in Finance:

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

2. Steve Holman, Principal in Institutional Sales:

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

3. Joe Davis, Global Chief Economist and Principal:

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

4. Lisha Davis, Head of the Innovation Studio:

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

5. Jodi Miller, Principal in Retail:

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

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

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

7. Manuel Calero, Principal in Retail:

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

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

More careers blogs you may have missed

Everyday inclusion
Ken looks back on his inclusion story with humor and great pride.

4 tips for a more inclusive environment
Vanguard’s Chief Human Resources Officer John James shares four tips to promote a more inclusive environment in this blog.

The family I never expected
Read about how Tiffany found her home away from home in Vanguard’s Black Professional Network (VBPN).

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What is a VTO day?

August 24, 2018/in Culture, In the community /by fdoerr

What is a VTO day?

When I joined Vanguard in the summer of 2016, it marked a return home for me to the Philadelphia region after college and work had taken me away for several years. Even though Philadelphia was home for me, I still found myself facing all of the normal jitters that come with a new experience: What would my new team be like? How would I fit in? How would I find my way? Luckily, two years later, I am happy to say these fears quickly subsided, in large part to my involvement with Vanguard’s community engagement efforts.

Part of what attracted me to the firm was Vanguard’s strong corporate culture, which centers around three key focus areas – clients, crew, and community. During the recruitment process, I was particularly impressed to learn about the breadth and depth of Vanguard’s community involvement. Once I joined the firm, I was able to take advantage of several of our formal and informal community programs to deepen my connection to both Vanguard and the Philadelphia community.

Within my first two weeks at Vanguard, I was invited to join a group of teammates in a community engagement project at a local university. Together, we partnered with an undergraduate class on a semester-long marketing case project. Building from that experience, my manager suggested I plan a volunteer day for our whole team. Vanguard offers each employee one day of personal time to be used pursuing a volunteer engagement of their choice. We call the program “Volunteer Time Off” or VTO. Our team decided to spend our VTO day working at a local school. Having enjoyed both of those experiences, a mentor encouraged me to participate in a Vanguard Skills-Based Volunteering project. A team of colleagues from all across Vanguard were brought together to assist a Philadelphia-based non-profit with a strategic project.

Each of these three initiatives offered me the chance to get to know my new colleagues better and develop mentors from across the company. It was extremely rewarding to get to share skills I honed at Vanguard such as critical thinking, business strategy, competitive analysis, and public speaking—with students and community members, while also sharing Vanguard’s mission.

Volunteering outside of work

My community service work at Vanguard inspired me to become more involved in my spare time as well. I’ve always been passionate about the arts, and growing up, I took years of ballet lessons. I knew once I was back and immersed in Philadelphia’s atmosphere and culture, that I’d want to align my volunteer efforts with the things I love.

Lucky for me, a family friend connected me with the Greater Philadelphia Cultural Alliance (GPCA). The GPCA serves as the organizing body for over 400 of Philadelphia’s cultural organizations and provides them with key grants, research, marketing, professional development, and advocacy services. Around the same time I was connected with the GPCA, the organization was launching a young professionals’ group, the Emerging Leaders Circle (ELC). I was delighted to be nominated for and accepted to the ELC. The group plans monthly professional development, networking, and educational events to connect young professionals in Philadelphia’s corporate and non-profit sectors. For the past year, I have served on the steering committee of the ELC and taken a more active role in planning ELC events. This leadership role has given me the opportunity to continue to grow many of the skills I develop at Vanguard—like project management, strategic thinking and planning, and public speaking.

As I assumed more responsibility within the ELC, I once again found myself facing the new-experience-jitters when I was tasked with organizing and moderating a panel presentation. I had no clue where to start, but I found confidence in knowing I had my Vanguard support system to guide me along the way. My colleagues helped me brainstorm panel topics, connected me with potential panelists, shared speaking tips, and even drove me to the event in the pouring rain! The event was a huge success, and in an audience of over 100 people, I was so happy to see several friendly faces from Vanguard.

My efforts with the ELC were formally recognized when I was selected by the GPCA as the 2018 Emerging Cultural Champion. I was thrilled to receive this award. I was even prouder when audience members came up to me to congratulate me AND gush about their love for Vanguard!

Two years later, I have answers to many of my initial concerns. I have found a network of colleagues I fit in with. These colleagues have offered me critical guidance and helped me become a better volunteer and leader. I know I will have many other challenges and new experiences at Vanguard, but I also am confident my colleagues will support me through them all.

-Jessica P.

If you’re seeking an environment where you can make a difference and develop professionally, check out our career opportunities at www.vanguardjobs.com.

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Remembering Vanguard’s heritage through our History Center

May 1, 2018/in Our mission /by fdoerr

Remembering Vanguard’s heritage through our History Center

May 1^st marks 43 years since Vanguard opened for business. In this blog, we take some time to reflect on the past four decades with a virtual tour of Vanguard’s History Center.

Vanguard was started as a bold experiment – a firm built solely for the benefit of investors, not outside owners. Since the mid-1970s, we’ve remained steadfast to our investment philosophy and guiding principles. When a company has existed for over forty years, it’s bound to have accumulated some interesting artifacts. These can be fun treasures, like celebratory photos, or service awards, but may also include business data, fund reports, and employment documents. Unfortunately, over time, these relics can get lost, thrown away, or just physically fall apart.

The Vanguard History Center is changing all of that.

Established in 2014, the History Center is Vanguard’s corporate archive. They acquire and preserve items that tell the Vanguard story: both its origins, and its evolution. In addition, the Center collects original records that reflect our broad range of products, services, and other offerings. A staff of archivists gathers and conserves items, in addition to promoting awareness about Vanguard’s heritage, answering reference questions concerning Vanguard’s history, and delivering educational presentations about the Center’s work.

The collection currently includes business reports, marketing materials, advertisements, photographs, and objects. Assistant Archivist Kate F. observes, “One of the most valuable items archived in my opinion is documentation from the early days of the world’s first index mutual fund – the First Index Investment Trust – which was launched by Vanguard in 1976. These materials possess a wealth of intellectual value and are of central importance to telling Vanguard’s unique story.”

And thanks to donations from current and former crew, the collection is always growing. Here are just a few of the items crew can find there:

But this work is about more than just finding cool pieces, although it can be neat to see a handwritten letter from Jack Bogle to the crew. It’s about sustaining knowledge management, and ensuring we have all the resources and research to support any business need. The Center has provided fund reports for advisors, investment commentary for research projects, and resources to onboard new or transitioning crew. Archivist Emily C. explains, “Like a museum, the History Center collects items. The end goal, however, isn’t to craft flashy exhibits or displays. We’re building a resource. Crew use the body of information we collect to fulfill information needs.”

The collection connects crew around the globe with our culture and rich history.

It captures crew stories and achievements. And it reassures both clients and crew that we have a process in place to preserve those things that may otherwise disappear forever. The History Center’s motto is, “Preserving the past to support the future.” It’s a great reminder of the progress we’ve made, the goals we’ve achieved, and the evolution of our business. Most importantly, it demonstrates that we have never and will never waver from that mission we started way back in 1975.

Emily shares, “The coolest thing I’ve discovered isn’t in the collection, but about Vanguard – seeing just how deep the crew’s passion for Vanguard and our mission runs.”

If you enjoyed this post, check out more from our #LifeatVanguard Blog. And if you’re ready for a more rewarding, engaging, meaningful career, search our opportunities at www.vanguardjobs.com.

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I found my way to wellness — at work!

April 27, 2018/in Crew benefits, Day in the Life /by fdoerr

I found my way to wellness — at work!

In early 2015, I was suffering. Years of working a desk job and a sedentary lifestyle had taken their toll and my health was worsening. My blood pressure was way too high, and gout attacks frequently made it agonizing to walk. Sleep apnea and acid reflux meant I rarely got a decent night’s rest. At 41, I wasn’t too young to be at risk of a heart attack (or worse). It was time to do something. Lucky for me, Vanguard has an amazing wellness staff here to help – at Vanguard’s fitness center called ShipShape.

Small steps and big changes

I started with baby steps, like joining ShipShape’s six-week group weight-loss challenge and hitting the gym regularly. Encouraged by our specialist, I kept a food diary and changed my eating habits. I walked on the treadmill for a half-hour. I used the stairs instead of the elevator to get to my desk on the third floor. At the gym, the ShipShape team greeted me by name almost immediately, which built up my sense of belonging, as well as the accountability that I needed to make this a habit. They have been with me every step of the way.

Jumping to the next level

As time went on, I gravitated to group exercise classes, where I did things I never thought possible. I lifted a barbell for the first time in my life – then did 800 reps in 45 minutes. I punched and kicked through a cardio workout. I swung a kettlebell. I jumped on a BIG box. And then I did it all again. (At home, I annoyed my kids by threatening living-room burpees. Hey, I’m still a dad.)

The results came almost immediately. I lost a tremendous amount of weight that first year, but just as important, was developing the routine and the commitment to make this a lifestyle change. My family tracked my weekly weigh-ins. I had to buy new clothes! My team at work noticed. People who hadn’t seen me in a while were surprised by my transformation. “You did all this at Vanguard?” more than one person asked me.

It takes a (supportive) village

Make no mistake, this can be hard work, but the ShipShape staff are there to guide you through it. Austin has us pedaling for our lives in Group Cycling (but you don’t notice it, with such a fun soundtrack). Shannon doesn’t skip any of the toughest kickboxing choreography. Brandon and Chelsea sweat it out with us in every class they lead. I can’t argue with the results! There’s nothing more energizing and motivating than pushing yourself to the limit while surrounded by dedicated crew focused on a common goal. I have strengthened my Vanguard network, made new friends, and even found my current job through a workout buddy. And if I haven’t been around in a while, someone notices.

For me, fitness just fits

I have a favorite shirt that I wear to the gym – it has the words MAKE HISTORY emblazoned in big red letters on a gray background. It was a Father’s Day gift from my wife and three children a few years back. This shirt is the symbol of a miracle. I wear it to celebrate how far I’ve traveled on my wellness journey and to remind myself why I so often visit ShipShape. The center is always there for me – I can go before breakfast or at lunchtime, which suits my family’s busy schedule. I know the specialists will greet me with a smile and that I’ll see friends and might try something new. Three years later, my ShipShape family is a significant part of who I am as a Vanguard crew member. I couldn’t be more grateful.

Today, I’m more present and available for my Vanguard team, my peers, and most importantly, my wife and kids. I stay active, and my health has dramatically improved. I find that I contribute more at work and at home. So, what’s next for me? I plan to keep making history.

-Jeff B.

If you enjoyed this post, check out more from our #LifeatVanguard Blog. And if you’re ready for a more rewarding, engaging, meaningful career, search our opportunities at www.vanguardjobs.com.

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How I recognize Financial Literacy Month

April 25, 2018/in Culture, In the community, Our mission /by fdoerr

How I recognize Financial Literacy Month

Like everyone before me, my story with working for Vanguard starts with an interview. What makes my story a bit different, is that I didn’t get the job… or even a callback for the next two jobs I applied for. But six years after that first interview, and a lot of great experience at companies completely removed from the investment world, I was ready to give it a go once again. This time, I finally got the job as one of Vanguard’s Sales Consultants!

My experience in sales

In the past, I’ve done sales at companies ranging from an internet startup to an ocean freight shipping company. No matter what job I had though, one thing remained consistent: I loved talking to everyone I could about saving for retirement because I know not enough people are taking the steps necessary to save for the future. Even after building a career elsewhere, this is what made me want to try Vanguard again and again, and it is what fuels my passion for helping people accomplish this goal each and every day.

So what does a Sales Consultant do here at Vanguard? I help people decide if Vanguard is the best place for their investing success. This manifests itself in many ways, ranging from basic conversations like “tell me more about Vanguard’s Personal Advisor Services” to more complex strategies on how to move different account types without major tax implications. I’ll typically speak to about 10-15 potential or existing clients per day, with conversations ranging from 20-30 minutes. The rest of the day is following up with clients I’m already working with.

I love being a salesman, but the industry rightfully has a bad association with the term “sales” – mainly due to high commissions and fees that clients don’t always know about. Vanguard couldn’t be further from this because we structure the job as straight salary with no commission. In the sales world, no commission is a bit jarring because that is typically what motivates salespeople to excel. Instead, at Vanguard, that motivation to “sell” comes from a firm (and data-proven) belief that Vanguard is the best place for the vast majority of investors.

How I give back

Now that I’ve been at Vanguard for about a year, the most exciting development has been the ability to get involved with giving back to our community. At Vanguard, giving back is in our DNA, with over half of our crew volunteering their time at some point throughout the year. For me, I knew early on that I wanted to be a part of equipping young people for financial success. We all know how important it is to start saving young, but who is actually teaching kids these crucial lessons? That is why getting involved with Vanguard’s My Classroom Economy was such an easy choice to make!

My Classroom Economy provides free material that enables any educator to teach their students financially responsible principles that will benefit them for their entire lives. What if you could go back in time and better understand the implications of that student loan you took out? What if you started saving for your retirement with your first paycheck rather than being part of the 40 million households who have no retirement savings at all? With the month of April being national Financial Literacy Month, I think of the work that this team is doing and become giddy thinking about the hundreds of thousands of students forever impacted by this program.

Looking back, I’m glad I didn’t get the initial jobs I applied for, because if it were not for the experiences I had outside of Vanguard, I wouldn’t be nearly as passionate as I am about what we do here every day.

-John M.

Helping the next generation with financial literacy is one way Vanguard crew connect with our communities. Learn more about how Vanguard helps communities have the best chance for success. And if you’re seeking an environment where you can make a difference and develop professionally, check out our career opportunities at www.vanguardjobs.com.

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Reflecting on Earth Day

April 20, 2018/in In the community /by fdoerr

Reflecting on Earth Day

Earth Day is an annual event celebrated on April 22 that features worldwide events to demonstrate support for environmental protection. In this blog, Anna E. shares why she participates in Earth Day and other environmental initiatives at Vanguard.

About 15 years ago, I traveled to Switzerland and was surprised to see how far along the country was with their recycling. Essentially everything had to be recycled as households would be charged for their trash, so recycling was both socially and economically responsible. There were also community compost bins where food waste was taken to be composted. But being environmentally responsible is about more than just recycling. Since my visit to Switzerland, I’ve made it a personal mission to be as sustainable as possible, including working for a company that empowers employees to be part of the solution.

Since I’ve joined Vanguard, I’ve acted as an environmental advocate by leading programs to get crew members involved in sustainability efforts. One example is volunteering as a Sustainability Ambassador – leading programs to build awareness and encourage participation in corporate sustainability efforts. Many crew members across multiple sites have become Sustainability Ambassadors in their buildings, and in this role, I’ve had opportunities to participate in events, share new corporate initiatives with my team and department, and attend conferences. Since this topic is so important to me, I love that I’ve been able to share messages of “going green” with my fellow crew. And I’m proud to say that Sustainability Ambassadors were influential in the efforts to switch from plastic to biodegradable clamshells and serving dishes in the galleys, which reduced Vanguard’s contribution to area landfills. And over the last several years, Vanguard has enhanced its recycling program to include compost stations in food-service areas, single-stream recycling, and document destruction.

One of the biggest conservation events I support as a Sustainability Ambassador is Earth Day. Every year during Earth Week, Vanguard holds Earth Day Expos to share ways each crew member can be more sustainable with the choices we make. These expos showcase individual and corporate efforts aimed at recycling, energy savings, commuter benefits, and much more. In addition, throughout Earth Week, Vanguard’s strategic partners and other community organizations educate crew on their sustainability practices.

It’s important for me to be a part of the solution and contribute to Vanguard’s sustainability efforts. It’s great to work for a company that empowers its employees to support long-term initiatives to conserve the environment.

If you enjoyed this post, check out more from our #LifeatVanguard Blog. And if you’re ready for a more rewarding, engaging, meaningful career, search our opportunities at www.vanguardjobs.com.

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Kick start your social brand by staying engaged

April 18, 2018/in Advice from crew /by fdoerr

Kick start your social brand by staying engaged

Our new blog series will help kick start your personal and professional brand on social media. We’ll cover looking your best, growing your network, shaping your story, and staying engaged. Read our last blog about telling your story and shaping your brand.

Out of sight, out of mind. Don’t let that be you. You’ve worked hard to get to this point. Your profile looks good, your network is waiting, you’ve got a good strategy in place – now it’s time to get more engaged! But first, be careful of these disengagement traps:

I get lost on all the platform changes
I don’t have time to keep up with it
I’m not taking full advantage so I quit
I just don’t get it, it’s not for me

Staying engaged IS possible and we’ll make it easy for you with a few tips.

How do I find content that supports my brand strategy?

When thinking about what to write and share it’s always helpful to start by brainstorming a list. Based on the content you learned about in the previous blog, start to jot down a few ideas for each one. Here are some examples:

How do I get organized?

Curating content to read and share can be as organized or unorganized as you like. It all depends on what you are comfortable with and if you need extra help staying active on social. For example, you can use some of the tools and ideas below to streamline content that is meaningful to you.

Bookmark your favorite sources of content in a folder on your browser
Set up RSS feeds from your favorite blogs
Use Feedly to combine your RSS feeds
Try Flipboard to aggregate news and social
Set up Google Alerts to find recent press and content based on relevant keywords
Create a Twitter list for a group of people that specialize in a certain field
Conduct keyword searches in LinkedIn for relevant posts
Use tools like Hootsuite and Buffer to schedule your posts

Don’t feel you need to do all of these things. If you are already very active on social media, you may not need an organized approach and can try one or two of the ideas above.

What should I write when I introduce content in my post?

We are all lazy sometimes when it comes to sharing content, but remember, it’s your honesty, generosity, and authenticity that gets the attention of your network. Talk like a real person.

If you are struggling to come up with an original introduction for your post, try some of these approaches:

How often should I post?

With the variety of content we discussed in a previous blog post there are plenty of options to differentiate your posts. Here are some guidelines broken down by channel:

LinkedIn, 1-2 times a day

Facebook, 2-3 times per day

Twitter, 5 times per day

Instagram, 1-2 times per day

Pinterest, 5 times per day

Snapchat, constantly (just kidding)

If LinkedIn is the only channel you use for your professional network, once a day should not be too hard.

“On LinkedIn, you may not have control over how often your content or profile is viewed, but you can increase the chances of your brand getting noticed by being more visible to your network. And that starts by increasing your activity. The more active you are on LinkedIn, the more “known” you will become to your network who will potentially like and share your content, reaching a much broader audience.

So stay engaged, and don’t forget that passion is personal branding fuel, so post and share content that you are passionate about. Always make sure to introduce the content you share. Your network is more likely to read your post if it has your personal touch.”

-Kendall W., Recruiter

Set a goal!

Schedule time on your calendar each day to review content (similar to the way professionals used to open up the newspaper with their morning coffee). When you like, comment, and share others’ posts, that is an act of engagement. LinkedIn is a professional networking channel, so it’s not only about your content. Talk to others!

Schedule your social posts for the week if that works best for you or set aside 5 minutes every day to post. Staying engaged doesn’t have to be impossible. Figure out what methods work for you and be consistent.

We hope you enjoyed this series about kick-starting your personal brand on social. With these tips you can move forward to make a positive impact and lasting impression. Don’t forget to own who you are and how you make people feel. It’s the reputation you’ve built, your story, and your image on social that makes you unique.

For more career tips and advice from Vanguard follow us on LinkedIn and check out our careers blog. Want to read more from this series? Check them out here: looking your best, growing your network, and shaping your story.

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From Gardening to Taxes: My Volunteer Journey

April 11, 2018/in Culture, In the community, Our mission /by fdoerr

BlogBanner_volunteering at Vanguard tax prep Marty L_1600x600

From Gardening to Taxes: My Volunteer Journey

I’ve always been drawn to the concept of Skills-based Volunteering (SBV). It’s a simple notion: find an area or skill in which you excel and support someone who needs help with that skillset. It’s a win-win for both parties.

When I joined Vanguard, the question for me was not whether or not I wanted to volunteer, but rather where I could have the most impact. Specifically, I remember the announcement that Vanguard would be kicking off a community garden and crew members with “green thumbs” could put their talents to good use. Unfortunately for me, if you ever saw or experienced my gardening skills, you would see why our community garden team has not been knocking down my door. Okay, the community garden was out, which was probably best for all involved. So what skills could I put to good use…besides my lacking horticultural talents?

Finding the right opportunity for me

This question made me reflect a bit on my learning experiences since joining Vanguard in 2012, with the hope of narrowing down the appropriate skill to leverage before jumping head first into the Skills-based Volunteering “deep end.” To be honest, this was a tricky exercise for me. I have been very fortunate to have had a number of diverse learning experiences over the past seven years: participating in Vanguard’s rotational leadership development program, going back to graduate school for an MBA, and teaching business courses as an adjunct faculty member at a local community college. As valuable as these experiences have been for my development, I wouldn’t necessarily say they set me up to be a specialist in traditional SBV fields (IT, Legal, Finance, etc.). What they have impressed on me is the value and importance of being a lifelong learner. I paused after this reflection period, a bit frustrated that I hadn’t gotten any closer to locking in which skill to leverage when volunteering…or so I thought.

I had lunch with a mentor of mine later that week and shared my SBV conundrum. As a good mentor does, she responded with some sound questioning. I expressed to her that I had hoped to leverage the skills I’ve developed at Vanguard to help give back in a meaningful manner. She shared with me an opportunity to help lower-income families file their taxes in a program called VITA at Vanguard. As someone with an undergraduate degree in biology, I initially balked at the recommendation, thinking I had no business helping anyone with his or her taxes. She chuckled a bit, then shared that Vanguard leads an onsite training to help you prepare for the IRS designation and certification for the Volunteer Income Tax Assistance program. Like so many times in the past, Vanguard provided me with an opportunity to learn a new skill and put it to good use. I was sold and decided to sign up for the first available training.

More than just taxes

The tax season flew by and I left with a renewed sense of why I wanted to leverage SBV in the first place. This opportunity provided countless memorable interactions, like a single parent telling me they used the refund money to save for their two daughters’ college educations, or a family of four that used their refund to pay a medical bill. It was a humbling experience in which I selfishly felt like I took more away than the families I worked with.

It was a truly rewarding experience and one I will not soon forget. For me, it was a great reminder of the importance of being open minded to learning new skills and being a lifelong learner. You never know where you’ll be able put those talents to good use.

-Marty L.

Sharing our expertise with others is one way Vanguard crew connect with our communities. Learn more about how Vanguard helps communities have the best chance for success. And if you’re seeking an environment where you can make a difference and develop professionally, check out our career opportunities at www.vanguardjobs.com.

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Vanguard sales executive for FAS (Financial Advisor Services)

A conversation with a Vanguard Sales Executive

April 6, 2018/in Career opportunities, Day in the Life, Diversity & inclusion /by fdoerr

A conversation with a Vanguard Sales Executive

We recently sat down with Anthony W., a Sales Executive in Vanguard’s Financial Advisor Services. Anthony’s role is unique in that he spends his time “in the field” with advisors, and does not work in a Vanguard office. Anthony shares his thoughts on why he loves sales, how he makes a difference, and how football prepared him for his role at Vanguard.

Thanks for joining us, Anthony. Your role is different compared to many of our crew. Can you talk about a day in the life covering financial advisors in Los Angeles?

I partner with wire house and independent financial advisors through the broker dealer channel. I spend my days learning about the landscape of their firms, each advisor or team’s business model, their investment philosophy, types of clients they serve, service model, and their growth strategies. From there, I focus on creating value for them, which includes: providing Vanguard products and resources to give their clients the best chance for investment success, sharing perspectives that are new or different, and offering actionable ideas to help grow their businesses. My goal is to ensure Vanguard is a part of their future growth and success.

You don’t get to spend a lot of time with co-workers, but Vanguard has a very collaborative culture. Working remote, is it hard to stay connected with your team when you don’t sit near them?

We’re still connected, it’s just a different type of connection. We catch up over video and group text rather than going out to lunch or meeting in person. You have to be proactive to stay connected and exchange information. The camaraderie is there, it’s just digital. Commuting in Los Angeles provides plenty of windshield time to call and speak with peers.

So it’s fair to say this is a very independent role.

Autonomy is huge – I liken our work to running a business inside of a business. It’s a big ask to run a territory, and there is less oversight, which means you have to be disciplined and trustworthy. Working well with your management team and internal partners is key. I enjoy the opportunity, but it’s not for everyone.

Learn more about our Financial Advisor Services sales careers in the video below!

What drew you to being a sales professional?

I played football at the University of Arizona and I enjoyed the competition and adrenaline rush of the game. For me, sales was a natural transition from sports. You have to set a goal, analyze the industry and competitive landscape, and execute a game plan. Football taught me the importance of a highly functioning team that works together towards a win. Instead of defending opponents on the field, we’re using Vanguard resources to give advisors an advantage in the marketplace.

Sales is also about helping people arrive at a conclusion they hadn’t considered. Some of my favorite advisors are the ones who have never partnered with Vanguard. I like the challenge of establishing a new relationship, building credibility, and helping advisors manage their assets. When you’ve made a difference for a client, it can feel like making a big play in a big game.

You’ve worked in sales in other roles at Vanguard. How did these previous roles prepare you for this one?

I started in our Business Development Group (BDG), a department that specializes in bringing new clients into Vanguard and introducing them to our advice capabilities. This was a tremendous opportunity as it allowed me to hear thousands of investor’s stories, understand the issues they were facing, and support them through the global financial crisis.

Working in BDG was like going to sales university–it taught me how to have a consultative sales conversation. Talking to someone who trusts you with their financial life is powerful and humbling. There can be a lot of uncertainty and we were able to help clients financially and emotionally through the investing process. After you master these skills, you are ready to move on to a different level of client, with different needs.

So obviously you like sales, but why sales at Vanguard instead of another firm?

I’ve been at Vanguard for eleven years and the culture is very different from other firms where I’ve worked. Vanguard puts clients first. We have no outside shareholders to answer to. No conflicting interests. It’s gratifying to walk into an advisor’s office and know that I can do good and do well at the same time.

What advice would you give someone who’s interested in a sales career here?

Be a good listener and learn how to disagree well with those who hold opposing views. Both of these take time and practice, but give you the ability to connect with others and overcome real objections.

Being successful at sales is more than identifying current needs and providing solutions. Deepening your business and investment acumen will help you deliver differentiated perspectives that add value. Clients need us to offer something that enhances what they’re already doing and make them more successful.

It’s also key to remember our guiding values – focus on doing the right thing and giving all investors a fair shake. It’s truly why we’re here.

If you’re seeking an environment where you can make a difference and develop professionally, check out our career opportunities at www.vanguardjobs.com.

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