TIAA-CREF

  www.tiaa-cref.org
  www.tiaa-cref.org

TIAA-CREF Jobs & Careers in Annapolis, MD


Show:  All Results Last 7 Days
2 days ago

Wealth Management Client Relationship Consultant – new

TIAA-CREF Baltimore, MD

include all necessary follow-up communication with processing areas and clients with regard to service and/or problem resolution; as well as… TIAA-CREF


21 days ago

Wealth Management Advisor

TIAA-CREF Columbia, MD

The Company: For more information about TIAA-CREF, visit our website POSITION TIAA-CREF's Individual Advisory Services Business offers… TIAA-CREF


7 days ago

Policy Analyst, International Gov't Relations & Public Policy

TIAA-CREF Washington, DC

For more information about TIAA-CREF, visit our website. Under the general direction of the SVP of Government Relations & Public Policy, the… TIAA-CREF


2 days ago

Senior Relationship Manager, Select Market – new

TIAA-CREF Washington, DC

Scope & Knowledge Serves as a relationship manager for Select institutions. Coordinates all marketing, sales, and support services for the assigned… TIAA-CREF


9 days ago

Director, International Gov't Relations & Public Policy

TIAA-CREF Washington, DC

For more information about TIAA-CREF, visit our website. In conjunction with Vice President, Federal Government Relations, Vice President, State… TIAA-CREF


5 days ago

Wealth Management Director

TIAA-CREF Washington, DC

Responsible for the oversight and management of an assigned group of TIAA-CREF Wealth Management… TIAA-CREF


21 days ago

Associate Wealth Mgmt Advisor

TIAA-CREF Washington, DC

• Serves as relationship management point of contact for clients of partner Wealth Management Advisors and Senior Advisors • Delivers advice… TIAA-CREF


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TIAA-CREF Reviews

450 Reviews
3.2
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TIAA-CREF President & CEO Roger Ferguson
Roger Ferguson
273 Ratings
  1.  

    In many ways, a utopia away from the wirehouse & big bank/brokerage worlds

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Wealth Management
    Current Employee - Wealth Management

    I have been working at TIAA-CREF full-time (more than an year)

    Pros

    Very collaborative, team atmosphere. The people, culture, mission, clients & benefits make this a great place. Very unique in this regard. 10 years in the business and feel that I can finally solve problems with clients who are fantastic to work with as intelligent, engaging and inquisitive investors who are more reasonable in their expectations, more savvy in investment acumen, and more willing to go through the planning process than I have experienced anywhere. A very captive audience of educated doctors, professors and professionals in non-profit, academia, healthcare, research and more makes the job all that much more fulfilling every day. I find the interests of the firm are never at odds with the interests of our clients, and this is a very special place for this reason. I enjoy the challenge of bringing your A-game, for those of us who have been in the business for several years, you will appreciate advising ivy league Econ professor types. Not for the inexperienced, entry level, or fake it to you make it cheap salesmen. Our clients are gonna see right through ya. I wouldn't want it any other way.

    Cons

    The systems, tools and processes are THE WORST. Unfortunately, the worst part of the job is when someone else does not do theirs. There are many excellent reasons to come to TIAA-CREF, the back office & platform is NOT ONE OF THEM. A rapidly growing broker dealer that is experiencing growing pains, but rapidly making positive changes. If you come here from a big 4 wirehouse, you will go through culture shock. I see many who have a difficult time with the concept of becoming an employee and no longer having everyone pandering to their needs and "practice". You have great partner resources, but no sales assistants or internal business teams bending over backward to earn your business. All employees here, nobody works on commission, and those of us who stick it out and find it a fit rather like this. You will likely miss the platforms you took for granted. You will be doing a lot of data entry, processing and operational duties yourself. If you are a rainmaker and owning your own book is important to you, you probably will not be looking at a WMA position here to begin with. You have too many clients, this can be a good thing in many ways, but a con trying to manage. Many tier 1 WMA's who bring in $50MM a year wish they were doing so somewhere where they saw the real money, which means you eventually work into the quandary of not making the high payouts and trails over time you could elsewhere, but in all likelihood would never have been in the position networking & dialing on your own. Not exactly the place to make it rich, but is the place to lead with real planning & have more than enough people to get in front of, a generous income, retirement benefits, and feel good about the work you do. In other words, I never miss the Wells Fargo Advisors or Merrill Lynch culture, but do find myself homesick for the technology & efficiency, but to each their own. The good out-ways the bad for me day to day.

    Advice to ManagementAdvice

    My colleagues all agree, the biggest barrier is not getting in front of people, but doing business with the firm. TC could go from good to great with some investments to IAS efficiency. Growing quickly, but need to reinforce the infrastructure before the headcount at this juncture. Service issues, NIGO paperwork, CAG delays and working on 7 different systems is a massive productivity drain. We have faith in you Roger, Kathy, Chris! Let's make it happen. The firms has built a great reputation and culture for the right reasons, striving to become more like our competitor peers would be a mistake. Preserve the culture! Keep hiring the best- TC is not a good place for entry level, our clients see through inexperience and sales cronies. They deserve the best experienced personnel. We are poised to win more business and grow if we keep the wheels on and be the best we can be.

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