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Through investments, partnerships and initiatives that help our employees, we’re committed to building a more equitable and representative workforce–and supporting skills-development, job training and new hiring efforts that help maintain a diverse and inclusive workforce.
Building a More Equitable and Representative Workforce
We’re incorporating diverse, equitable and inclusive priorities and progress into year-end performance evaluations and compensation decisions for members of the Operating Committee and their direct reports—and driving additional accountability to managers throughout the firm.
Providing Financial Coaching Services to our U.S. Employees
In 2020, we launched a financial well-being employee benefit that offers unlimited one-on-one telephonic financial coaching to our U.S. employees—which includes a financial wellness assessment to help employees prioritize their goals, a website with tools and resources, and group engagement sessions fully paid for by the firm.
Supporting Programs to Upskill and Reskill our Employees
To help prepare employees for long-term success in a rapidly changing economy, we further support employee development with enhanced education benefits, offering funding for bachelors, masters and certification programs to eligible employees.
Providing all U.S. Employees with Paid Time Off to Vote
As a proud member of the Time to Vote coalition—a bipartisan group of corporations committed to providing all employees with adequate time off to participate in the elections—we provide our employees with up to 4 hours PTO to vote if local polling hours do not permit them to do so before or after work.
Partnering with Historically Black Colleges and Universities
To increase the pipeline of HBCU students entering the financial planning profession, we’re engaging in a multi-year partnership with HBCUs to sponsor financial planning curriculum, create a mentorship framework and provide scholarships to HBCU students.