Based in Malvern, Pa—The Vanguard Investment Group is an American registered investment advisor with over $5.1 trillion in assets under management.


It’s the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world. 


In addition to mutual funds and ETFs, Vanguard offers brokerage services, variable and fixed annuities, educational account services, financial planning, asset management, and trust services.




Here are the Highlights of my role as a Sr. Corporate Trainer:  my actual Vanguard title is:


Vanguard University Sr. Talent Management Specialist

a. Considered “the face” of Vanguard as we welcome and facilitate all new hires in corporate orientation.


b. The relationships you build and connections you make

with crew across the organization are beneficial to my role and to my career.


c. Opportunity to travel to our office in Toronto Canada to facilitate Emotional Intelligence and presentations to the sales execs.


d. Facilitated Your Role in Inclusion Workshop for entire training team.


e. Participate in Vanguard’s Corporate Volunteer council where I’ve had the privilege of conducting workshops and facilitating classes for the SPCA, Cradles to Crayons and the School District of Philadelphia.

f.  Exposure to and relationships with our senior level staff (considered principals – because of their role and licenses) who serve as adjunct faculty in my classes.


What makes corporate training so rewarding? 

The satisfaction of knowing they got it—their A-ha moment!  Also, the comments and conversations after class and the follow-up emails either asking if they can meet with me to discuss the subject matter further or just to say thank you. 

Note from a learner:

“Candace, I just wanted to say thank you.  I really enjoyed your class and I was able to use the skills we learned, in a conversation I needed to have.  You were right about practicing the skills.  Thanks again and I hope to see you again in another one of your classes.”


What are the latest corporate training trends?

I’ll give you three that are top on my mind; and have been implemented here at Vanguard:

  1. On-line social learning—being a global organization, on-line learning is more inclusive of our domestic and international sites.  Online social learning is more interactive and allows them to hear and see each other.  It also allows students the ability to break off into groups and enter a chat room where they can collaborate in smaller groups and also conduct role-plays.


  1. Gamification—creates an interactive learning environment, allows more engagement in and out of the classroom and also allows for healthy competition while learning.


  1. Continuous learning—learning in the classroom is their first exposure to learning.  Now, how do I take what I’ve learned and apply it to what I do every day. 


Then, after three, six or nine months, assess how my skills have improved, or not, which will then determine what refreshers, mini workshops or follow-up learning is needed and can be scheduled.



What innate and acquired skills should you have to be successful in this career? What is the best way to pursue this career path?


Working at Vanguard, and because the financial industry is highly regulated, my role is required to have the Series 7 and 63 securities licenses.  Also, the majority of the roles here at Vanguard require a Bachelor’s degree. 


Other skills include:

  • Ability to facilitate and not “tell”

  • Patience

  • Establish credibility with class and Sr. Management

  • Strong oral and written communication skills

  • Classroom management

  • Planning and organizational

  • Keep your composure even in stressful situations

  • Vocal dexterity

  • creativity

  • Able to implement an effective prepping strategy

  • Appropriate sense of humor and a willingness to have fun

  • Understand and facilitate to the different learning styles

  • Loads of enthusiasm and energy

Usually individuals in this profession have a passion for teaching and/or helping others.  Use professional and non-professional venues to gain experience with facilitating.