1st Global

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1st Global Jobs & Careers

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13 days ago

Senior Investment Analyst

1st Global Dallas, TX

include portfolio construction and investment manager due-diligence, monitoring and selection. The team brings years of experience and investment… Ivy Exec


13 days ago

Senior Risk Management Analyst

1st Global Dallas, TX

DepartmentThe Risk Management Department is responsible for the following activities: Audit and Monitoring of Operations processing to ensure… Ivy Exec


13 days ago

Director of Financial Services - BMS

1st Global Little Rock, AR +2 locations

1st Global s Business Management Services (BMS) model enables large multi-partner CPA firms to accelerate the growth of their wealth management… Ivy Exec


13 days ago

Advisory Trader

1st Global Dallas, TX

include, but are not limited to: Providing exceptional service to all customers, internal and external… Ivy Exec


13 days ago

Business Analyst

1st Global Dallas, TX

include, but are not limited to: Liaise with cross-functional teams throughout the business and technology to develop business cases that demonstrate… Ivy Exec


13 days ago

Senior Agile Project Manager

1st Global Dallas, TX

The Senior Agile Project Manager is responsible for planning, leading, organizing, and motivating agile project teams to achieve a high level of… Ivy Exec


30+ days ago

Client Services Representative

1st Global Dallas, TX

are generally performed on a daily basis, unless otherwise noted. Specific responsibilities include, but are not limited to: ยท Answer incoming calls… Glassdoor


30+ days ago

Relationship Manager

1st Global Dallas, TX

are generally performed on a daily basis, unless otherwise noted. Specific responsibilities include, but are… Glassdoor


30+ days ago

Compliance Consultant

1st Global Dallas, TX

The Compliance Consultant performs a key role in the oversight of Financial Advisors and employees, with a primary focus of overseeing and monitoring… Glassdoor


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1st Global Reviews

20 Reviews
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Stephen A Batman
14 Ratings
  1. 4 people found this helpful  

    Long term employee driven out by useless management.

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at 1st Global full-time (more than 10 years)

    Pros

    Decent health insurance, tons of company functions, good PTO

    Cons

    Pro-Penson atmosphere in Operations. Senior manager has no use for you if you didn't work at Penson.

    Advice to ManagementAdvice

    I was a long-term 10+ year employee. I was always a hard worker and led my department for years but I knew the writing was on the wall when the company hired a Senior Operations manager who HATES Operations. God forbid you have a question, he looks at you like you're a moron. Never has anybody's back. I can't even guess at how many excellent employees with YEARS of experience left because of this man. Then, to make things worse he hired an underling who he worked with at Penson. She is next to useless. Never made the effort to learn anything about the departments that report to her. Once I realized she would NEVER pick up the slack and actually HELP when there was overflow, I had to leave. I can't do your job for you and get paid half of what you make and you're a terrible manager. Whatever you do, if you are an Operations person do NOT work here. You will be undervalued..

    Doesn't Recommend
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