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Columbia Threadneedle Investments

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Columbia Threadneedle Investments reviews

3.0

38% would recommend to a friend

(35 total reviews)

27% positive business outlook

Ratings by category

3.5

Diversity & inclusion

3.5

Work/Life balance

2.8

Compensation and benefits

2.7

Culture & values

2.6

Career opportunities

2.4

Senior management

Ratings by demographic groups

Reviews by job title

35 reviews

Reviews about "Compensation"

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4.0
Jul 16, 2025

Good bones could improve

Financial analyst
Recommend
CEO approval
Business Outlook

Pros

Decent Pay Hybrid Environment Friendly people

Cons

Technology issues need better infrastructure Need better culture building activities

1.0
Jun 11, 2025

Do not work here. Worst employment experience thus far.

Internal advisor consultant
Recommend
CEO approval
Business Outlook

Pros

- IACs are all seated together "on the desk", overall good people, that hang out, many form friendships outside of the office, majority on the desk are ages mid 20s to early 30s - Very flexible hours and environment. I was in office Tues & Wed, working remotely Mon, Thurs, and Fri. I knew several other IACs that took 2 hr lunch breaks or worked very limited hours on their remote days. - 40 calls a day, 6 HIAs, 8 Impact calls was the daily activity each IAC had to reach.

Cons

- Compensation AND success of your territory is completely in the hands of the RAC (Regional Advisor Consultant). The RACs visit the offices, form relationships with clients, and get the trades. Full stop. - Limited call sheet - Priority 300 (primary targets, RAC responsibility) + Desk 200 (IAC free reign to call) = 500 total contacts, plus 2,000 or more cold leads, many of them weren't even in BrokerCheck anymore or Financial Advisor at all. - Daily activity "stats" 40/6/8 had to be reached or bonuses would be deducted. This forced many IACs to "manipulate" their stats - Turnover is very high here. Very underpaid. My first few months, the older veteran IACs said it best - "We are glorified admins, this isn't a sales position" - No control over your compensation - Mgmt doesn't care about you or your career path

Viewing 4 - 6 of 35 Reviews
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ReviewsColumbia Threadneedle Investments reviews

Glassdoor has 319 Columbia Threadneedle Investments reviews submitted anonymously by Columbia Threadneedle Investments employees. Read employee reviews and ratings on Glassdoor to decide if Columbia Threadneedle Investments is right for you.