When I started I didn’t have any real experience in the retirement industry, so I tried to be a sponge and soak up all the information that came my way, but I can honestly say that it was overwhelming. How has working at Guideline helped you grow-professionally and personally? Seeing people passionate about the work they do and how much they enjoy working together made accepting the offer my easiest career decision yet. I could tell how much everyone I spoke to enjoyed working for the company. With the Onboarding team, I found the mix of customer operations and project management I was looking for. After catching up with a good friend and fellow Guideliner, I knew Guideline was the place for me. I knew my previous job would eventually ask employees to return to the office, so I started looking for opportunities in Maine. During the pandemic, I moved to Maine to be closer to friends and family. I knew I wanted my next role to be customer-facing with less emphasis on sales. Hannah Wolper, Onboarding Specialist Why did you choose to come to Guideline?īefore Guideline, I spent 10 years in sales. The supportive culture within the Operations team (and Guideline as a whole) is the best I’ve ever experienced so far in my career. I had to utilize the knowledge and support from my team to learn about a new industry. Having a supportive team! I spent several years working at other tech startups, but never in the finance industry. The work is always changing and evolving - you have to learn to jump on board and enjoy the ride. At Guideline, being adaptive can range from transitioning to full-time remote work, to adjusting work streams to accommodate the ever-changing macro environment, to shifting department priorities based on new IRS regulations. Why is it important for successful Guideline employees to be adaptive?īeing adaptive is essentially a requirement in today’s workforce. The best part of working at Guideline is being on a team that trusts my work and gives me the autonomy to solve problems while improving processes along the way. Sam Shipman, Product Operations Manager What’s your favorite part about working at Guideline?
I try to put myself in others’ shoes to understand how they’re feeling and then determine the best way to respond.
Whether I’m working with other teams or with clients, it’s important to remember that we’re all human and our words and actions can have a real impact. It is the one that is most adaptable to change.” What has helped you be successful here?īeing empathetic has been my key to success at Guideline. As Charles Darwin said, “It is not the strongest of the species that survives, nor the most intelligent. No two people or situations are exactly alike, so to be successful, we need to be able to adapt to any situation at any time to meet the needs of our clients. Why is it important for successful Guideline employees to be adaptive? We’re constantly learning from each other. I collaborate with my team and with other teams daily to solve problems and improve our products and services. We each have our own specialty and wouldn’t be able to succeed without cross-functional support. Guideline is made up of many different departments and teams all working together to help our clients invest in their financial future and arrive at a secure retirement. How is collaboration part of your day-to-day job? I feel like the work we do truly makes a difference in the lives of the clients we serve. Guideline’s mission to help small business owners, employees, and self-employed individuals in their retirement really stood out to me. Alexis Young, Client Relationships Manager Why did you choose to come to Guideline? We sat down with four of our coworkers from different sides of the business to talk passion, productivity, and what success looks like at Guideline. At Guideline, everything we do is powered by a growing team of entrepreneurs, investment professionals, and technologists with a shared goal - creating a retirement people can look forward to.
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