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Creative Planning

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Chaos in Back Office - Operations Manager Creative Planning Employee Review

2.0
Jan 3, 2019
Recommend
CEO approval
Business Outlook

Pros

Great people in the department

Cons

High expectations and stress with ZERO recognition. Any time you go above and beyond is ignored and any tiny inconvenience or error is magnified to make you feel horrible. Wealth Managers expect you to be their clean up crew and servant, while rarely acknowledging the stress and hard work that goes into the extreme knowledge and detail of our job. Back office is treated as second class, ignorant and ignored by the rest of the company as even existing until they need something done RIGHT NOW or they are looking for someone to blame. If you are not a Sales Person, Creative Planning doesn't really care about you. If you dont plan to become one, there isn't really a career path for you.

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5.0
May 26, 2026
Recommend
CEO approval
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Pros

Flexible working hours Competitive pay structure

Cons

Sometimes work can be repetitive

4.0
Jun 5, 2026
Recommend
CEO approval
Business Outlook

Pros

High emphasis on training and consistency across the entire firm.

Cons

The fast growth of the business has led to too much responsibility given to some members of team.

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