Archive for category: Culture
My exposure to accessibility technology started much earlier than most. My father’s cousin used a wheelchair for her adult life and had limited control from her neck down; she was able to move one finger. She was one of the most intelligent women I knew, a college professor with degrees in Criminal Science, and a fantastic taste in movies!
My father was her unofficial tech support, so I was always aware of how important her computer and other tools were for her to go about her daily life. I thought watching her speed through Dragon Naturally Speaking, a speech recognition software that allowed her to move her mouse around on the screen and interact with her computer via her voice, was so cool! In fact, I referenced that experience in my college application essays. So, from a time pre-dating my career, I have associated technology with helping to improve lives.
While in college, I was introduced to Vanguard through my College to Corporate summer internship. Even though my role through that program had nothing to do with software development (which I was majoring in) or accessibility, it was still a lot of fun! I learned so much about Vanguard’s corporate culture, including the firm’s client-first mentality, how caring colleagues are, how supportive managers are on finding balance between work and life, and encouragement to take advantage of Vanguard’s many amenities. I was amazed to learn that one of my coworkers had recruited her son to come work at the same company when adults I knew spent so much time complaining about work; the contrast was vast.
Given the welcoming culture I experienced, returning was a no brainer. When I eventually found my way to a developer role at Vanguard, I attended an internal course for one week that provided a broad overview of the many systems, tools and technologies, and programs that we need to be aware of. I spent a half day learning about what was a relatively new program at Vanguard, their Accessibility Office. I was fascinated by the idea. My manager at the time suggested that I reach out to them and become an ambassador.
Since that time, the Accessibility Office, and its ambassador (now champion) program, has continued to expand, and I have enjoyed being along for the ride. Along with trainings, I have also attended events for Global Accessibility Awareness Day and other accessibility related concepts. Just this year, I have signed up to become certified through International Association of Accessibility Professionals. For me, accessibility closely aligns to Vanguard’s mission – to take a stand for all investors (among other things). It’s important we make sure that all our tools are accessible to everyone.
In addition to my participation in the Accessibility Office, my role as an ambassador has offered me opportunities in my day-to-day job to introduce others on my team and beyond to accessibility concepts and help them integrate accessible implementations. We started small, with reviews of various applications, and the creation of prioritized backlogs to ensure that we could continuously improve our client experience. One occasion that stands out is when we adjusted the color contrast on pie charts on our pages. Upon implementation, one of my colleagues expressed gratitude for our work, as they personally are color blind. This was unexpected and truly demonstrates the positive impact we are having on the lives of others.
As I became more experienced with accessibility, I started to act as a subject matter expert for not just my team, but other teams in my product family and program as well. I am always happy to help when my fellow crew members reach out to me and ask for the best way to make an input, table, or chart more accessible, because I truly believe that every little bit helps! In the last few years, I have started giving overviews to my department about what accessibility is and how to implement it in their daily lives. I have received countless, positive feedback from participants, who were excited to jump in and start making their applications accessible to everyone.
The latest step in my accessibility journey took place in early January of this year when I accepted a role in the Accessibility Office. So, not only has accessibility shaped my childhood and early career, but it continues to shape the future of my work. Vanguard’s accessibility journey is far from finished, and I am looking forward to helping Vanguard continue to strive to give ALL investors the best chance for investment success.
-Noel K.
“Every crew member is in a different place when it comes to their needs, wants, and thoughts on how their employer should support them from a benefits perspective. To navigate these differences, we think through our crew members’ own journeys on an individual level to truly understand how they experience our benefits program, which helps us identify where we might – or might not – be meeting their needs today.” -Amy W., Benefits Manager
Benefits and Well-Being
Healthcare
Financial
Wellbeing/Lifestyle
“Helping our diverse crew members thrive means that our benefits strategy needs to be an evolution to meet changing needs and preferences. The program is built on a strong foundation of core benefits like health care, time off and retirement, but also includes many other value-based benefits like education assistance, enhanced mental health support, and solutions to aid caregivers. Our intention is to ensure each program aligns to one of our guiding principles – whether it’s offering a specific digital tool to improve user experience, or simply because it’s the right thing to do for our crew. Crew feedback is an important part of this process as it helps us shape our benefits program, now and into the future.” -Amy W., Benefits Manager
DRS and our investment in the DEI space
As a Diversity Recruiting Lead, I’ve focused on three major goals:
In an effort to support these goals, the DRS team strives to deliver programming to students that is unlike others. And that is where the strategy evolves. I try to think like college students, understanding how to meet them where they are, and empathize with their college to corporate journey. Vanguard programs like HBCU EXPLORE, a three-day event that provides an enriching experience for students and our HBCU partners, gives students direct access to our recruiters so they have an idea of what to look for when exploring internships and full-time opportunities. Further, HBCU EXPLORE offers students the space to ask questions related to the personal journeys of those who have recently graduated and accepted roles at Vanguard and to learn ways in which they can maximize their college experiences and pursue jobs they may not have previously considered.
Along with reimagining programs like HBCU EXPLORE, we also partner with major organizations like Thurgood Marshall College Fund (TMCF), launching Vanguard scholars programming to help alleviate financial burdens for students working hard to ace their grades. Additionally, the team works with several HBCUs to partner on how best to support classroom curriculum, sharing the technical skills and information to help set students up for success in the financial services industry.
Lastly, we recently introduced a new program in collaboration with Howard University: the Howard University Sales Management Fellowship Program. For almost a year, I’ve had the honor of working closely with the Chair of Marketing and a Marketing/Sales Professor at Howard University to help develop this fellowship program for under-represented talent in the financial services industry. As the sole corporate partner, Vanguard will help debunk myths about what sales is, introduce Howard University students to sales leaders, and provide an experience where they will gain insight into sales at Vanguard. In continuing to seek ways to lean into our HBCU partnerships, we hope to add value to both the students and faculty experiences at Howard University.
A new opportunity
As for what comes next, I’m excited to share that I’ve accepted an opportunity to manage the program for the Howard University Sales Management Fellowship full-time. I feel like things have come full circle as I’m back where I started, working closely with Vanguard Sales domains, helping to increase the diversity in our sales pipeline, while amplifying Vanguard’s broader DEI commitment.
-Kristy P.
Vanguard’s enhanced Total Rewards package
Vanguard’s Total Rewards Package provides benefits for the unique needs of each of our crew members. Over the past year, it has become even more evident that these needs are ever-changing and different for each person. We continue to offer expanded benefits to fit various definitions of family and work-life balance, and aim to provide crew with the tools, resources, and programs they need to operate at their full potential – in both work and life.
On National Coming Out Day, Shawn H. opend up about how coming out is not a once and done experience—It’s ongoing.
How Vanguard supports long-term career growth
Vanguard supports the long-term career growth of our crew through an internal mobility process, as well as mentorships and upskilling resources. In this blog, Chelsea M. shares insights into our offerings as well as feedback from key stakeholders who have benefited from them.
Jun Oh’s perspective: Vanguard’s MBA Development Program
Recruiting for MBA students is an extremely competitive landscape. Decisions are based on prior work experience and role compatibility, geographic variances, industry preferences, total compensation, benefits,
and more. So, what is it about Vanguard’s MBA Leadership Development Program that has both attracted and retained this high-potential talent? We took a deeper dive into this question and asked Vanguard crew members who participated in the MBA Leadership Development Program to recap their experience and share what initially attracted them to Vanguard and what keeps them feeling fulfilled in their roles. In this second installment of a three-part series, we highlight the experience of Jun Oh Y.
In this blog, Rebecca H. opens up about her journey to Vanguard and professional development opportunities she has received as a crew member.
I knew Vanguard by reputation because I’d specialized in covering personal finance and investing. The firm’s clear-eyed, long-term approach seemed vastly better than the feverish mentality that prevailed during the late ‘90s dot-com bubble. As a reporter, I had a front-row seat to witness the wealth destruction caused by Wall Street performance chasing and lack of diversification when that bubble burst.
Fifteen years ago this December, I landed a job as a writer for Vanguard and felt fortunate to be part of the “crew.”
The scoop on switching careers
I also felt culture shock.
I’d moved away from what I had thought would be a lifelong profession and was now working for one of the world’s largest investment firms, something I had never envisioned. How would I fit in?
Discovering that there were many others at Vanguard who’d made similar transitions helped ease my worries. (Indeed, company founder John C. Bogle himself had done a short stint as a “cub” newspaper reporter.)
I chatted with a former veteran wire service reporter who assured me that it wouldn’t be too long before I, like him, viewed joining Vanguard to be one of the best career decisions I’d ever made. In such a supportive environment, it didn’t take long before my fears melted away. It was an exciting time because there was so much to learn. I threw myself into getting up to speed, taking night classes and reading Mr. Bogle’s numerous books.
The more I learned, the more I noticed a change in my interests. I’d joined Vanguard thinking I’d always be a writer and editor. But as time went on, what really grabbed my attention was investing and learning about ways to build and safeguard wealth. One of my colleagues had experienced a similar transformation and left his writing job to become a Certified Financial Planner ™ for Vanguard Personal Advisor Services. But to me, such a big change seemed too daunting. How could I pursue a second, second career at this point?
How Nate changed my point of view
And then life—as it often does—took an unexpected twist. In 2014, our son Nate was born and forever changed the way I look at everything. Nate has Down syndrome, and the first two years of his life were one health care crisis after another. He underwent open heart surgery at five weeks. Right around his first birthday, he was diagnosed with leukemia. Thanks to spectacular care by nurses and doctors in our community, Nate has made a full recovery and is now as healthy as any seven-year-old I know.
Of course, I was profoundly affected by this experience. Among other things, I had a new perspective on what qualified as scary and difficult. Making another career change no longer seemed undoable.
And becoming a financial advisor now had an additional appeal. I was especially passionate about the opportunity to help clients who have loved ones with disabilities meet their unique financial challenges. From my own experience, I know that providing for children or other relatives with disabilities is often a family’s biggest single financial concern.
So, for the second time in my life, I took the plunge into an entirely new career. Fortunately, one of the distinctive aspects of Vanguard’s culture is an openness to trying new paths. This is true at any stage, whether you’re a veteran like me or a relative newcomer. Although I had no experience as a financial advisor, I was welcomed into a Vanguard-sponsored program to prepare for the rigorous CFP® exam.
A beginner all over again
Just like when I first joined Vanguard, I benefitted from tremendous support both in terms of formal training and informal coaching and encouragement from managers and colleagues.
Even with all the help, it wasn’t easy. I spent countless hours studying and had to contend with the stress of learning entirely new systems while adjusting to working directly with clients for the first time. Although I’d been with Vanguard for a long time, I was back to the uncomfortable feeling of being the “new kid” in school. If you’re contemplating a career change, don’t underestimate the challenges.
But don’t underestimate the payoff either. Today, I’m enjoying the fruits of my labors and feel more engaged in my work than I have in years. As a financial advisor, I can impact my clients’ lives for the better every day. And because I’m still relatively early on the journey, I feel like opportunities to keep learning are boundless.
It’s a time of year when many people reflect on what they’re thankful for. For me, it’s that I didn’t let fear stop me from going after a new career.
Lessons learned from two career switches
-Ted G.
Ted is a high net worth financial advisor for Vanguard Personal Advisor Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Learn
During the campaign, crew joined discussions featuring leaders from several of our Crew Resource Groups, where they heard about their connections to Strong Start agencies and learned how those agencies are addressing the childcare crisis. They also learned how the work of Strong Start for Kids is furthering Vanguard’s commitment to diversity, equity, and inclusion.
Act
There are many ways in which crew acted. For example, they participated in our Strong Start for Kids 5K. Whether as an individual or by forming a team including family and friends, crew registered to run, walk, or move for kids and logged their miles. Further, Vanguard offered unique service projects for crew interested that benefitted Children’s Hospital of Pennsylvania (CHOP) and Promising Pages in Pennsylvania, Arizona and North Carolina. Lastly, crew had an opportunity to sign up for a variety of other virtual Days of Service volunteer activities with fellow colleagues.
Give
Whether it’s pledging time or money, we are proud to see our crew make meaningful contributions in the community that have a lasting impact.
Check out the photos below that crew submitted to share their Every ____ counts!
This year, I’ve thought a little bit more about gratitude at work. In the past, gratitude at work was aligned with my team excelling in their roles, knocking a project out of the park, a colleague supporting me as I navigated a tough stakeholder management situation, or covering a meeting for me. All things that are much appreciated, but the gratitude I feel now runs deeper. Over the summer, I learned that my mom was going to have major surgery. I knew I needed some support while I’d be managing a busy career and addressing concerns about my mother’s health. A colleague reminded me that our Vanguard benefits plan includes expanded access to mental wellbeing benefits and encouraged me to sign up. I was equipped with tools and tactics to help me thrive. I feel fortunate to work for a firm that supports crew with a suite of benefits that addresses all aspects of employee wellbeing.
As the surgery date drew near, I was grateful for the distraction of a very busy work schedule but knew that I would need to take some time off. As someone who has always taken pride in being a shoulder for others to lean on, I felt uncomfortable asking for help.
Over the next two weeks as I took time off work to care for my mom (and my dad as he was caring for my mom), I can safely say that I have never felt my heart so full of sheer gratitude.
I’m grateful that Vanguard supports caregiver time off so that I could be there for my family when they needed it most. I’m grateful for my friends who checked in on me all hours of the day. I’m grateful for my teams who not only called with messages of support, but also kept the business running smoothly during one of our busiest seasons. Most of all, I will forever be grateful for the talented surgeons, doctors and wonderful nurses that were there every step of the way. 90 days post-surgery and my mom is doing great!
I think back on this journey with gratitude, and I’m reminded of a quote from Albert Schweitzer and I’m grateful for the sparks in my life.
“At times, our own light goes out and is rekindled by a spark from another person. Each of us has cause to think with deep gratitude of those who have lighted the flame within us.” – Albert Schweitzer
– Tamara T.
Philadelphia VIP awarded Vanguard with this year’s Justice William J. Brennan, Jr. Award, which honors the volunteer or practice setting that had the biggest increase in volunteer participation or number of cases represented over the past two years. Vanguard volunteers were honored at Philadelphia VIP’s virtual Awards Night held on Tuesday, October 12.
“As a life-long Philadelphian, it meant a lot to me to help individuals in need of legal services in the community through Vanguard’s Pro Bono Program,” said Robin H., who led the Financial Institution Pro Bono Day event, which was the project cited for the award. “The clients were in such dire need for legal assistance.”
A sense of purpose and community
Vanguard joined other financial institutions from across the U.S. on January 14, 2021, to provide pro bono virtual legal services to vulnerable communities. Fourteen volunteers from Office of the General Counsel’s (OGC) Pro Bono Committee assisted clients, mostly nonprofit social service agencies struggling with tax filings related to their incorporation.
Committee Lead Carrie S. shared, “Being a part of the Pro Bono Committee for the last two years has provided not only the opportunity to help underserved people and organizations, but also a sense of purpose and community during a time when we couldn’t gather in person. I’m really proud of what we’ve created and sustained as a committee and a broader OGC community.”
Enthusiasm for serving
Vanguard pro bono volunteers have had diverse opportunities to provide legal services to the community throughout the year, including:
“The Pro Bono Committee has created new and expanded opportunities where all within OGC have the ability to serve the community. It has galvanized the division and generated enthusiasm for serving,” said Committee Sponsor Keri M. “I am so proud of the committee and all who participated, especially now—when service during the pandemic had to move to virtual and everyone carries the weight of community and personal stressors.”
It is an honor to have my design selected to represent HOLA for Hispanic Heritage Month. I currently serve as an Instructional Designer in Vanguard’s Retail Investor Group and have been with the organization for a little over three years. My background is in illustration and graphic design, so when I saw the opportunity to create a unique logo for HOLA, I was very excited to contribute a piece of my own!
Inspiration for this logo came from a few different places. The phrase “De corazón a corazón, we are a family together,” really resonated with me. I wanted to develop an image that showcased how we support and lift each other up by connecting and sharing with one another. One of my favorite aspects of working at Vanguard is the genuine enthusiasm among crew to learn about different histories, cultures, and experiences. We don’t shy away from difficult conversations and we embrace the chance to grow together. Each encounter I’ve had at Vanguard, both big and small, where I hear about others’ experiences has been important to me. Everything from crew opening up about their holiday traditions, to frank discussions about inequities and injustice, to spotlights on individuals and their success, I’m continually inspired to learn more and support others whenever I can. I wanted to capture that feeling of sharing and support in this logo.
Lastly, my family, friends, and coworkers are all a source of inspiration to me. I’m always blown away by their kindness and willingness to teach and open up with me. I look forward to celebrating Hispanic Heritage Month with them, as well as HOLA and the broader Vanguard organization.
During the month-long event, HOLA invites crew to celebrate and generate awareness of the Hispanic and LatinX heritage, identities, achievements, and barriers. Key events include a fireside chat with CEO, Tim Buckley and HOLA leaders, an educational series focused on Hispanic culture, small group discussions centered on diversity within LatinX, a virtual cooking class, and lastly a closing signature event with external speaker, Paola Ramos. Paola is a host and correspondent for VICE and VICE News, as well as a contributor to Telemundo News and MSNBC.
Your well-being matters Let’s be real for a minute—the last year has not been an easy one. The global pandemic has redefined the concept of well-being at home and at work. Whether you’ve had to adjust to virtual school, working where you live, socially distanced or virtual holidays with loved ones, or any of the other ways the last year has changed how we go about our lives, we could probably all use some time to focus on what our minds and bodies need. May is Mental Health Awareness Month, and Vanguard, along with our well-being partners, is hosting several events to further support the well-being of crew. Virtual Wellness Expo: How our well-being vendors support crew Mental health is more than just acknowledging how you feel. In order to aide crew in their holistic mental health journey, our well-being vendors have come together to create a three-day expo. The event features wellness focused on a variety of topics, including: A special panel with our vendors will give crew a quick overview of how each of the well-being vendors can assist in their wellness journey. Two of our partners are hosting webinars centered on the topic of resilience: Prioritizing mental health We encourage taking advantage of our new services, especially if crew or a loved one: “At first, I thought I didn’t have an issue with working from home and dealing with the pandemic. I was wrong. You don’t realize the mental toll it takes on you, from the isolation to lack of boundaries between work and home. I took advantage of Vanguard’s new services and was able to talk to someone who could help me work out the tornado going through my brain and focus on having a clearer mind.” – Anonymous crew member. Vanguard offers a variety of resources and programs to support crew health and wellness goals. We’re invested in our crew and in creating an environment where everyone can thrive.