If the performance of the managers were as good as the fund's investment performance - Wealth Management Advisor TIAA Employee Review

1.0
May 3, 2015
Recommend
CEO approval
Business Outlook

Pros

You will learn a lot.

Cons

There was not a manager I worked for who had ever done my job. Clueless in the saddle management. They second guessed your every encounter with a client...why didn't you say this, why didn't you MAKE THEM FEEL UNCOMFORTABLE in their investment knowledge so that they will roll their money into an IRA and let us managed it? The best line from a manager 'you don't need to make them bleed in order to feel pain'. NICE..... Your primary job is bringing in new money...if they tell you anything else, you are being lied to your face.

Explore other reviews about TIAA

5.0
Jun 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Great work life balance, good benefits, decent pay, ease of running your own practice as an “advisor”, and healthy work environment

Cons

Management styles can vary and affect your experience, upper management doesn’t seem to be well equipped to ensure the organization’s success but it is resilient nonetheless.

4.0
Jun 13, 2026
Recommend
CEO approval
Business Outlook

Pros

Great work life balance Some offices are very nice Great people Meaningful work

Cons

Operations are a disaster Very little innovation Losing market share Highly bureaucratic Poor Management at all levels

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