The clown show has begun - Recensione dipendente - Wealth Management presso TIAA

Where to start... two years ago they discuss about WM transformation and they have no idea how to lead WM. We are now reporting to an institutional business leader with no WM experience and massive re-org in management. A lot of advisors will take voluntary severance and advisors at the field who stay will be task to do more and clients that do not have “enough assets” will be shifted to a phone base advisors. At this point no clear direction and no trust of executive leadership