I’m an FA at ML, been in the role for 1 year and 8 months, but have 23 years of industry experience. Quarterly, I have a performance review call with my Market Executive and until today never heard anything negative… my growth is slower than I’d like and definitely I’m sure that’s why, but today he said last time “they” wanted to give me a letter of education and he talked “them” out of it. First of all, who is “they” / “them” and what would the letter of education be for? Any thoughts?

like
Posting as :
works at
You are currently posting as works at

Usually it means you've done something to warrant a concern from compliance. This sounds typical of what has been happening around there lately. Make sure you know where you would go in the event they do something more drastic. I hope I am wrong.

like

You would think. Great scare tactic

like

Received another call today from my Market Exec asking if I had any big assets coming in… I let him know what I had working and he said good. He then said just a heads up you have to sign a Letter of Education for being behind on your assets, not a big deal since you have some big things coming but we both have to sign it.

Umm, okay… guess I have no other choice huh?

Ugh! Just prepare yourself. Incase they turn on you. Happened to a few reps I know.

like

I'm currently on a written warning due to not meeting a sales goal in a service role with no previous coaching. The company seems to care more about irresponsible growth than actually client care lately.

Related Posts

How does getting into Comm Arts rank with pencils, lions, etc?

like

How’s WLB at EY pune? I am planning to apply for AWS devops or SRE lead position.

like

What is the max salary that a Senior Manager with 15years of experience can expect from Adidas Germany? The role will be that of a senior Scrum Master.
They have asked me for a salary expectation and I have got no clue.
Thanks in advance.

Has anyone had luck pivoting from federal consulting to industry? Targeting data analyst/data science roles but not gaining much traction (aside from other fed opportunities). ~3.5 YOE

like

I am being asked to move to Richmond, VA for Sr. Mgr. Supply Chain Analytics role in an organization that is dire need of help.

I am currently at 146k TC, they are offering 190k TC.

I originally wanted a director level role to set the strategy, process, and tools.

Instead I am just being asked to develop the tools.

My hypothesis is a clear lack of strategy and no accountability for process compliance will mean any tools developed will fail.

Would you take job in those circumstances?

like

Got an offer for a Strategy Analyst position at a non-profit. I'm really excited about the role/company but they have bad glassdoor reviews (though most are from non relevant positions). Should I risk it for the "dream role"?

I have 2 YOE and I'm not enjoying consulting at my current company (hate traveling, don't like the work, bad managers, no wlb)

like

Happy Monday!
I have an interview with KPMG for Senior Associate role in NYC. Do you know what’s the average salary under strategy?

Thank you!

like

Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

like

How does being a manager in audit compare to being a manager in deal advisory (AAS)? Nervous to make the switch of the unknown.

like

Hello all,

I attended NIT Nagpur in the class of 2019, presently working as Senior Planning Engineer in L&T.
I'm looking for a change and I'm interested to be a part of Management consulting firm. Would you guys be open to share with me the opportunities about any such role?
Happy to chat more if you have the time. Looking forward to hearing from you.

— Nishant

like

Any recs for insightful and well written books on entrepreneurship? Friend is trying to launch his own startup so I’m thinking of sending him a relevant book as part of a thank you gift

like

Hey guys,

is it safe to move to healthcare organization which is established in India only 2 years ago, but in US it was established around 160+ years ago, keeping in mind on recession and job security?

Please help me on this!!!


Fractal Infosys Tata Consultancy IBM Wipro Nagarro

like

Hi fishes,
I need guidance for EY GDS SaT_Strategy Hub_Senior Analyst. I have 1.5 Yoe but the role mentioned 3-6 yoe.
Is it still worth applying or is there any analyst role for this?
PS: experience post Tier 2 MBA

like

Question! I just moved(transferred) to another team of my company and received new title, graphic & creative services. I was a senior graphic designer at the previous team. What do you think about my new title? I know that title is not a big thing but why I feel like my title is downgraded here… Good thing is my jobs here at my current team are what I really wanted to do. This is amazing. I love my new team and people here! Super healthy working environment! But just curious about the title.

Ey gds vs ey india.. which is better for career growth?

like

Is a move to PE from MBB worth it?

like

There are many openings for SAP consultants at EY GDS .
DM me if interested.

like

Any tips for someone trying to break into consulting in the GCC from the US? Applying blindly hasn't worked out. Head hunter recommendations would be great as well!

like

Who would be interested in providing a referral for Travelers Insurance? I will speak to a recruiter next week and appreciate your help. TIA

like

Is it wise to go in house to a product and privacy group after 2 years in commercial litigation?

like

More Posts

With product design questions, I struggle to identify user groups. Once I do everything starts flowing and I’m confident. But the initial identification of user groups is something I find challenging. What’s your go-to way of doing this? For example, the question “design a podcasting app for truck drivers.” What types of truck drivers can I select so that I can prioritize a user group to focus on and begin identification of pain points and solutions?

like

I got an offer from IBM earlier they didn't discuss the salary and directly sent the offer letter, now I have another offer which is 1.3 lacs more than the IBM's offer. Will IBM counter that offer and provide matching or slightly more than what I received from the other firm?

like

Any cool gifts for Teens/Pre-Teens?
looking for some in $50-70 range for my nephew/niece who are 10-12yr old..

Looking to be a cool Aunt 😊

like

Kicking myself today for not pulling the trigger on the 10 (5/15) ZM put contracts I had typed in on Friday...have spent most of the day frustrated about it, wondering what would have been.

like

How is coforge bangalore. Is it safe to join as test automation (test Analyst) is job security is there in coforge?

Any feed back is highly appreciated.

like

Does anyone have success conceiving with low AMH? I am 30 yo and my AMH is 1.11, RE says it's low for my age.

like

What consulting companies allow remote work abroad for extended period of time!?
Thanks in advance!

like

Are we eligible for concurrent job while being on H1-B ?

Or

Can we file for concurrent H1-B ?

like

can we change our team to different team in PwC. Company achi hai par kaam team mei bahut zada hectic hai yaar. health ki to lag gayi

like

Hot take: I like our decentralized staffing model because I can work in any industry and it creates less of a “class divide” between offices

like

Are there recruiters who specialize in or have opportunities in non practicing attorney or jd preferred roles? I don’t want to litigate anymore but I really need help finding a non practicing role. I wonder if there are recruiters who do this.

like

I’m curious why more non-US citizens interested in FIRE don’t go live in a no/low tax jurisdiction even for a few years e.g. Dubai, some Caribbean islands. I get that some people will have family circumstances (e.g. elderly parents to look after) so it won’t be possible for them, but for a significant proportion it will be an option

like

Is it a good time to join Grammarly or should I stay where I am (underpaid but stable)?

likeuplifting

PEOPLE DO MAKE MISTAKES!! but My manager reacts very rudely everytime with me, And all seniors who are with him around 10+ years will assign tickets to me and they monitor me continuously.

I never had any conflicts with anyone, but i felt that they all connered me. I had a call with my director and senior director and explained about this on my last day

i never met my teammates in office since i joined and resigned in covid.
Did this happen coz i dint have much rappo with them?

likehelpful

I have offer from capgemini and Cognizant.. I have worked in capgemini before as devops admin and later i switched to Java developer role. So if i join capgemini again will they do the bg check for my work.
Need your valuable suggestion only 15 days left for my LWD.
YOE:- 6.3yrs

like

Putin and pals

Post Photo
likefunny

Tips for how to start off on a good foot at a new job? Also on how to balance that with taking ownership of the work/asserting yourself, especially when the people there are used to you freelancing (which was less assertive, and similar work but a lower title)… thanks!

like

SAP SuccessFactors named a Leader in IDC MarketScape for Worldwide Modern Talent Acquisition 👏

#SAP #SuccessFactors #IDC #TalentAcquisition

Post Photo

Are you being asked to help out for absent teachers or taken on extra duties because of the teacher shortage? Are you getting paid extra? What perks are you receiving for helping out? Lastly, is it volunteer or volunteer-told? How are you all managing?

like

Additional Posts in Merrill Lynch

Any of you worried about the changes to comp coming in the new year?

Anybody here that works in NYC office? I’m visiting the office next month as selected by my university and would love to meet some of you and grab coffee/chat

What is the salary range for a practice management consultant?

like

I’m a WMCA that has been with Merrill 2 1/2 years and my current team 2 years and have never had a raise despite positive annual reviews. Fully paid by FA’s. Is this normal?

Will be starting the wealth management banking specialist (international) role pretty soon. :) What type of growth opportunities can I see going from there?

like

Does ML urine test?

How much does a Merrill performance coach make? Band 4

like

Does anyone know how does the supplemental income work for new CAs?

Any Financial Solutions Advisors out there? What is the pay like and how do you like your job?
I currently work as an Investment Solutions Rep at Fidelity making $55k plus about $12-15k in bonuses. A recruiter reached out about the FSA position and it sounds like a sizeable raise, but is it an enjoyable position? What exactly do you do? How difficult are the metrics?

I’m work Operations for ML and am looking at Investment Banking roles at ML in New York, any advice when applying that could help me?

Any advice for an extremely young, incoming Merrill FSA?

like

I got offered a position as a Wealth Management Banking Specialist and was offered $75,000 base pay with a 5% increase after a year. I am working on 8 years experience in the industry, investment licenses, and a bachelor’s degree in financial planning. I feel like this is low. Any thoughts?

Any ML CAs out there who have transitioned (or are currently transitioning) to IA/EGP roles?

like

Hey guys,
I’m looking at the Bank Of America Market Financial Center Manager role. Trying to figure out the salary range for this role and online research is giving me a wide range for this role. I have my MBA (non-Target school) with 3+ years in management (2 plus years in management in the banking/finance industry). What salary range should I be expecting? Thank you in advance.

like

Soooo what do we think about the new ADP program?

funnylike

Recently started my role as a Wealth Management Specialist, does anyone have any tips or insight on what I should do to make the most out of my role? What are ways to go above and beyond in order to make the most compensation?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal