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Outsourced Financial Products & Services Marketing Reviews

110 of 61 Companies
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Alliance Data Systems

www.alliancedata.com HQ: Dallas, TX NYSE: ADS

An Alliance Data Systems Collector said:

“Collector”
“Flexible schedule (Part-time only), it sucks if you are FT. Tuition reimbursement is great, so is the stock purchase program. It is an okay job since it is flexible (at times) and because of the…” –
56 Reviews

Overall Company Rating

3.3 Employees say it's “OK”

Overall CEO Rating

Alliance Data Systems President, CEO, and Director Nominee Ed Heffernan

Ed Heffernan
91% Approve

PFPC

www.pncgis.com HQ: Wilmington, DE

A PFPC Analyst said:

“good place to work balance”
“good place to work balance” –
27 Reviews

Overall Company Rating

2.9 Employees say it's “OK”

Overall CEO Rating

PFPC President, CEO and Director Steve Wynne

Steve Wynne
41% Approve

Boston Financial

www.bostonfinancial.com HQ: Quincy, MA

A Boston Financial employee said:

“good people help to counter balance the assembly line mentality”
“if you work hard and have some talent you'll do pretty well. decent pay but compensation rewards for excelling are minimal for lower rung positions.” –
32 Reviews

Overall Company Rating

3.4 Employees say it's “OK”

Overall CEO Rating

Terry L. Metzger
92% Approve

Computershare

www.computershare.com.au HQ: Abbotsford, Australia Australian: CPU

A Computershare IT Specialist said:

“Haven't been here too long: but so far great experience and team!”
“Management is dedicated to supporting your career development. Work hard play hard environment. Reasonable in terms of expectations, and flexible as long as you are meeting those expectations…” –
37 Reviews

Overall Company Rating

3.0 Employees say it's “OK”

Overall CEO Rating

Computershare CEO, President, and Director Stuart Crosby

Stuart Crosby
65% Approve

The Retirement Group

www.theretirementgroup.com HQ: San Diego, CA

A The Retirement Group Financial Analyst said:

“Great Opportunity for Recent Grad”
“If finance is the type of work you are driven to do and have the desire to succeed then there are many opportunities once you get your foot in the door and get going with the training program.” –
14 Reviews

Overall Company Rating

4.2 Employees are “Very Satisfied”

Overall CEO Rating

John Jastremski
90% Approve

Envestnet

www.envestnet.com HQ: Chicago, IL NYSE: ENV

An Envestnet employee said:

“If you are a performer, this is the right place to grow.”
“Envestnet will always acknowledge the people who really perform well. This company does not need a techie who has the aspiration to run behind the rocket science. You should have the expertise in…” –
20 Reviews

Overall Company Rating

3.2 Employees say it's “OK”

Overall CEO Rating

Envestnet Chairman, Founder, and CEO Jud Bergman

Jud Bergman
64% Approve

National Financial Partners

www.nfp.com HQ: New York, NY NYSE: NFP

A National Financial Partners employee said:

“Growing brokerage with much opportunity, but also many demands”
“There is a good opportunity for growth here. Additional perks include stocked kitchen, casual Fridays, company sponsored happy hours and events. Ability to work from home as almost everything can be…” –
13 Reviews

Overall Company Rating

2.5 Employees say it's “OK”

Overall CEO Rating

National Financial Partners Chairman, President, and CEO Jessica M. Bibliowicz

Jessica M. Bibliowicz
33% Approve

Online Resources

www.orcc.com HQ: Chantilly, VA NASDAQ: ORCC

An Online Resources SSE said:

“ORCC is a good place to work”
“Good pay master Flexible work culture Transparent” –
18 Reviews

Overall Company Rating

2.9 Employees say it's “OK”

Overall CEO Rating

Online Resources President, CEO, and Director Joseph L. (Joe) Cowan

Joseph L. (Joe) Cowan
40% Approve

CUSO Financial Services

www.cusonet.com HQ: San Diego, CA

A CUSO Financial Services Financial Advisor said:

“GREAT Experience as Financial Consultant (Advisor)”
“If you work hard you will likely have a great referral stream from your credit union (or bank with the Sorrento Pacific Financial side) and a book of business to take over. The product selection is…” –
5 Reviews

Overall Company Rating

3.0 Employees say it's “OK”

Overall CEO Rating

Valorie Seyfert
100% Approve

Newtek Business Services

www.thesba.com HQ: New York, NY NASDAQ: NEWT

A Newtek Business Services Conversion Project Manager said:

“Good company to be associated with.”
“Fair, understanding, flexable, available, outstanding” –
4 Reviews

Overall Company Rating

3.2 Employees say it's “OK”

Overall CEO Rating

Newtek Business Services Chairman, CEO, and Secretary Barry Sloane

Barry Sloane
67% Approve