TIAA - Wealth Management Consultant | Glassdoor
There are newer employer reviews for TIAA
There are newer employer reviews for TIAA

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Helpful (7)

"Wealth Management Consultant"

StarStarStarStarStar
  • 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
Recommends
Neutral Outlook
No opinion of CEO

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

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.

Other Employee Reviews for TIAA

  1. Helpful (1)

    "Worthy mission, great place to grow and lead. Can be operationally frustrating - but improving every day. Good people."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Director in New York, NY
    Former Employee - Director in New York, NY
    Recommends
    Neutral Outlook
    No opinion of CEO

    I worked at TIAA full-time (More than 8 years)

    Pros

    People
    Benefits
    Commitment to mission to serve / not for profit heritage
    Opportunity to make a difference

    Cons

    Operational challenges
    Can't always get out of own way
    Pace of change can be glacial


  2. "Client Services"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Approves of CEO

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

    Pros

    Mission driven organization with strong focus on putting the interests of clients first and foremost to help them reach financial well-being.

    Cons

    Somewhat smaller in number of employees and structural complexity as compared to other large financial services companies, therefore the number of opportunities for vertical movement may be less than others.

There are newer employer reviews for TIAA
There are newer employer reviews for TIAA

See Most Recent

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