Great coworker ms - Senior Financial Planner MissionSquare Retirement Employee Review

The company hosted an all-employee Open Forum meeting during my first week at the firm. After working in a corporate environment for 15+ years I had come to approach these meetings with a healthy cynicism. To my surprise and delight - I was blown away by the authenticity, energy and culture on display. The people here are earnestly kind and dedicated to the company’s mission and building positive momentum. The average tenure here is 17+ years, which speaks for itself. 10/10, no notes.

Like I said, no notes.

Workload is manageable Supportive team that is pleasant to work with Exposure to institutional investment processes and portfolio analytics

Limited upward mobility (biggest con) Frequent changes in leadership can make long-term direction less clear Higher turnover negatively impacts continuity and workload Limited direct exposure to portfolio construction or investment decision-making Organizational processes can be slow to evolve as the firm adapts to a more competitive environment