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Helpful (6)

Wealth Management Consultant

  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Current Employee - Wealth Management in Charlotte, NC
Current Employee - Wealth Management in Charlotte, NC

I have been working at TIAA-CREF full-time (More than 5 years)

Recommends
Neutral Outlook
No opinion of CEO
Recommends
Neutral Outlook
No opinion of CEO

Pros

Beautiful “campus” in Charlotte
Good pay, benefits, and parking
Management tries to do good
The culture is odd, masked political addenda

Cons

For Wealth Management clients, the issues with technology has been a monster, so huge it makes you want to take your millions and run to another company, even though TIAA CREF has better mutual funds, lower cost working fees for the funds, and good return rates. It is so frustrating when a potential client moves money to TIAA CREF, the process for the insurance end is a mess and not worth spending endless days or months hunting for your money, with millions or hundreds of thousands of dollars being lost in limbo. It will eventially show up, but it causes sleepless nights.

Advice to Management

Forget management, they are clueless with the changes above, since their position is always in limbo as well as ours. The place is very political, best to keep your mouth clamped shut…..of course the metrics are constantly changing it’s hard to keep up, for both management and their direct reports.

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  1. Helpful (3)

    Weak IT Executive Management

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - IT Manager in Denver, CO
    Former Employee - IT Manager in Denver, CO

    I worked at TIAA-CREF full-time (More than 5 years)

    Doesn't Recommend
    Positive Outlook
    Approves of CEO
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

    Pros

    Benefits, competitive compensation. The main campus in Charlotte is beautiful. I enjoyed most of my time there, mainly due to some outstanding peers and challenging work.

    Cons

    Latest round of IT senior leaders seem weak and inexperienced. Budget and project planning are comically bad. The org changes are seldom explained and seem incoherant when compared with companies employing modern Service Delivery models. Moral was terrible and people openly complain and disparage their leaders. Turnover in management seemed very high for a Fortune 100, not many people left above the director level with more than 5 years tenure at TIAA.

    Advice to Management

    Hire some people that understand IT Finance and budgeting, and hire a shared services leader that knows what they are doing. The CEO and COO are awesome, difficult to understand why IT is such a mess.


  2. Helpful (1)

    Standard call center

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at TIAA-CREF full-time

    Doesn't Recommend
    No opinion of CEO
    Doesn't Recommend
    No opinion of CEO

    Pros

    Decent wages and friendly environment.

    Cons

    Micro-management and very limited opportunity for advancement.

    Advice to Management

    Bloated middle management and executive pool.


There are newer employer reviews for TIAA-CREF
There are newer employer reviews for TIAA-CREF

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