Third place, managers with 20 to 49 employees
“There's just a great deal of care for employees,” said one employee about Resource Consulting Group in Orlando, Fla., which is making its debut on Pensions & Investments' Best Places to Work in Money Management ranking.
“From strategic planning retreats that allow us input, to transparent staff meetings, to in-house yoga and massages and emphasis on work-life balance, there's a constant feeling of support and encouragement around the office,” the employee noted in the survey. “There's also an entire committee dedicated to fun employee events that help us uniquely engage as a team.”
That team mentality is also built in to client service. Despite the firm's size, most every client is served by no less than two advisers and a paraplanner, said Gregg Biro, head of business development for the 23-person wealth manager that advises on nearly $1.4 billion in client assets and retirement plans.
“We are all treated with respect, from the advisers all the way down to administration,” said another employee. “We are always challenged and encouraged to continue learning, and are given plenty of resources and tuition reimbursement to do so. We are also given a free financial adviser, who is always willing to answer any questions, including on 401(k) allocation, tax returns and my own money management.”
RCG encourages employees to spend a full day each quarter out of the office volunteering, and has also recently supported a “SharkTank”-style showcase in Orlando where non-profits tell their story to an active audience and receive feedback as well as donations.
Mr. Biro said RCG strives toward a work-life balance “that sets us up to do the best for our clients. You can't do that through a culture of sales; it has to be a culture of service.”