Poor Leadership Starts at the Top - Finance eMoney Advisor Employee Review

1.0
Feb 14, 2020
Recommend
CEO approval
Business Outlook

Pros

Some great people to work with (those were not attached to Fidelity) Interesting projects that tested your ability and skills to navigate a disjointed leadership structure

Cons

The hubris of the Fidelity "leaders" was somewhat astonishing. There are installed people leading the company who are simply not equipped to accomplish the goals needed for this place to remain viable. If you didn't have a Fidelity background, your opinion and recommendations meant nothing. No clear path or goals that were communicated throughout the organization. I witnessed a massive turnover in the 2 years at the company, with no clear vision for the company's future.

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5.0
Feb 18, 2026
Recommend
CEO approval
Business Outlook

Pros

Great technology and benefits. Incredibly smart people work here!

Cons

Teams sometimes can feel siloed.

3.0
Feb 26, 2026
Recommend
CEO approval
Business Outlook

Pros

The people are the best part - talented, collaborative peers who care about doing the right thing for clients. The role offers meaningful client exposure, complex problem solving and strong growth in cross functional communication and influence.

Cons

Leadership effectiveness and alignment have been a recurring challenge for the past few years. Communication can feel inconsistent, and key decisions are sometimes shared late, after they are effectively final. There is a strong emphasis on being proactive and client first, but leadership does not always model that same urgency and follow through. As a result, teams sometimes make more headway by collaborating directly with each other rather than relying on leadership channels, and clearer ownership and alignment at the top would reduce challenges and improve execution.

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