Overpaid, Underperforming Leadership - Recensione dipendente - Wealth Management Advisor presso TIAA

3,0
27 mag 2023
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

-We really do put out clients first (except for service.) -Unique and cost effective products -Excellent Work-life Balance. -Competitive Pay. -Great People. -Multiple ways to help clients.

Svantaggi

Our CEO makes $20 Million a year or $55,000 every day. Yet, she is unwilling to invest in technology/systems to improve the customer experience. Our Systems and Processes are comically inadequate. What formerly took 30 minutes to complete now takes 8 business days. I wish I were exaggerating. There is no accountability. Just empty promises of improvement year after year as things continue to deteriorate.

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5,0
14 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great work life balance, good benefits, decent pay, ease of running your own practice as an “advisor”, and healthy work environment

Svantaggi

Management styles can vary and affect your experience, upper management doesn’t seem to be well equipped to ensure the organization’s success but it is resilient nonetheless.

3,0
29 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Flexibility, strong mission, nice office, generous retirement plan in addition to 401(k) match.

Svantaggi

Lack of strategic clarity, culture that is unused to making sales, constant and debilitating reorganizations.

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