US FSS: Financial Services Suite – Wealth Management

Optimize your compensation strategy to properly reward your employees

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US FSS: Financial Services Suite – Trust and Private Banking image

As a wealth management organization, growing and protecting customers’ capital is one of your top priorities. For your employees, it’s no different. A recent study revealed that the average employee spends 10 hours per month worrying about money while at work.* Without competitive pay, attracting and keeping the talent you need may be challenging.

Create and evaluate competitive compensation offerings with the Wealth Management module of the US FSS: Financial Services Suite. With data collected from 76 financial institutions, compare your compensation strategy against the market. Analyze 14 position families by assets, industry type, location, revenue/sales, and total employment using this private banking survey. See what your competitors are paying for similar positions across critical components of your rewards package, such as:

  • Base pay
  • Long-term incentives
  • Pay/Employment policies
  • Pay range minimums and maximums
  • Sales incentive targets and much more
Are you ready to enhance your compensation strategy?
*According to Mercer’s 2019 Global Talent Trends Report
  • Product Details
  • Pricing / Buy Now
  • Survey Schedule
  • Participating Companies
  • Position List & Sample Report
  • 2019 Participation


This wealth management survey contains compensation data from 14,756 employee observations to help you evaluate your salaries from top to bottom.

This survey is powered by Mercer Job Library. This comprehensive job catalog provides you with improved job descriptions for more accurate position matches, clearer relationships between jobs, more specializations, and much more. Learn more or view Mercer Job Library FAQs for more details.

With the move to Mercer Job Library, the Wealth Management module of the US FSS: Financial Services Suite now collects 100 specializations and 1,167 jobs, providing comprehensive compensation data across the following job families:

  • Assets/Investment management
  • Capital markets/Investment banking
  • Consumer and commercial banking
  • Finance
  • General management
  • Sales, marketing, and product development
  • Trading and dealing

Delivered in Fully Customizable Formats

Salary survey data results are delivered in Mercer WIN®, giving you access to the data through a variety of customizable parameters — including geography, industry, company size, and more. Efficiently organize and analyze the information with Mercer WIN, which enables you to:

  • Compare job descriptions side by side.
  • Change pay elements to support the right level of analysis.
  • Perform function and career-level analysis.
  • Export your data for integration into other systems (data also available as an Excel file).
  • Run presentation-quality detailed or summary reports.

Salary Survey Methodology
Mercer surveys are designed using the most accurate and up-to-date market data practices. Data is collected from HR professionals at participating organizations, and then analyzed for validity, thoroughness, and market representation based on the organization's size, structure, geographic region, or a combination of these factors. A minimum number of incumbents, organizations, and distinct organizations are required in order to report each data element. If minimums are not met, the market data is suppressed ensuring you the highest level of data confidentiality.

Product Details

Survey Statistics

  • # Positions Surveyed: 1,167
  • # Positions Published: 47
  • # Organizations: 76
  • # Observations: 14,756

Based on data from the 2019 US FSS: Financial Services Suite – Wealth Management survey. Data minimum and suppression rules account for the difference between the number of positions surveyed and published.

Data Collected

  • Base Pay
  • Long-term Incentives
  • Organization Data
  • Pay/Employment Policies
  • Pay Range Minimums and Maximums
  • Sales Incentive Eligibility and Amounts
  • Sales Incentive Targets
  • Short-term Incentive Eligibility and Amounts
  • Short-term Incentive Thresholds, Targets, and Maximums

Data Analyzed

Types of Industry

  • Commercial Bank
  • Credit Union
  • Diversified Financial
  • Investment/Trust Management
  • Thrift

Analyzed By

  • Assets
  • Industry Type
  • Location
  • Revenue/Sales
  • Total Employment

Position Families Analyzed

  • Custody/Institutional
  • Employee Benefits Trust
  • Executive
  • Personal Investment
  • Personal Trusts & Estates
  • Private Banking Business Development
  • Private Banking Relationship Management
  • Retirement Plan Services
  • Trust Asset Administration
  • Trust Business Development
  • Trust Investment
  • Trust Operations
  • Trust Tax
  • Wealth Management


Version Participant Non-Participant
2019 US FSS: Financial Services Suite — Wealth Management USD 1,450 USD 4,350

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US FSS: Financial Services Suite – Wealth Management

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Please note:

  • Additional users may be added during checkout for USD 200 each per module/survey.
  • Individuals or companies using Mercer data for consulting services or commercial purposes are subject to different rates. Please call for more information.
  • 2019 results now available.

Survey Schedule

  • Participation Opens: March 4
  • Participation Deadline: May 17
  • Date Effective: March 1
  • Report Available: August

Participating Companies

  • Allianz Global Corporate & Specialty
  • Ameritas Life Insurance
  • Bank of Hawaii
  • Branch Banking & Trust Company
  • Bremer Financial Corporation
  • CIBC Bank USA
  • Columbia Banking System, Inc.
  • Comerica, Inc.
  • Commerce Bancshares, Inc.
  • Consumers Credit Union
  • Cullen/Frost Bankers, Inc.
  • Delta Community Credit Union
  • Dorsey & Whitney, LLP - Dorsey & Whitney Trust Company
  • ESL Federal Credit Union
  • Equiniti Trust Company
  • Equity Trust
  • Farm Credit Bank of Texas
  • Fiduciary Counselling, Inc.
  • Fifth Third Bancorp
  • First American Financial Corporation - First American Trust
  • First Business Financial Services, Inc.
  • First Financial Bancorp
  • First National Bank of Omaha
  • GATX Corporation
  • Genworth Financial, Inc.
  • Golden 1 Credit Union
  • Golden State Farm Credit
  • Hilltop Holdings, Inc.
  • Hunt Companies
  • Huntington Bancshares, Inc.
  • Independent Bank
  • Johnson Financial Group
  • KeyCorp
  • Level One Bancorp, Inc.
  • M&T Bank Corporation
  • Mutual of Omaha - Mutual of Omaha Bank
  • National General Holding Corps
  • National Rural Utilities Cooperative Finance Corporation (NRUCFC)
  • Navy Federal Credit Union
  • New York Community Bancorp, Inc.
  • Northwest Community Credit Union
  • Numerica Credit Union
  • Oakwood Homes
  • OceanFirst Bank N.A.
  • Origin Bank
  • Pacific Premier Bank
  • People's United Financial, Inc.
  • Preferred Mutual Insurance Company
  • QIC US Management, Inc.
  • RLI Insurance Company
  • Regions Financial Corporation
  • Royal Bank of Canada - City National Bank
  • Royal Bank of Canada - RBC Bank
  • Ryan Specialty Group, LLC
  • STAR Financial Group, Inc.
  • SchoolsFirst Federal Credit Union
  • Signature Bank
  • Spokane Teachers Credit Union
  • State Auto Insurance Company
  • Sunrise Banks
  • Synovus Financial Corporation - Synovus Securities
  • Synovus Financial Corporation - Synovus Trust
  • TCF National Bank
  • TD Bank, N.A.
  • The Allstate Corporation
  • The Jones Financial Companies, L.L.L.P.
  • The Midland Company - American Modern Insurance Group
  • Think Mutual Bank
  • Thrivent Financial
  • Tri Counties Bank
  • U.S. Bancorp
  • Ventas, Inc.
  • Vision Service Plan - VSP Vision Care
  • Vision Service Plan Global
  • Wells Fargo & Company
  • Zions Bancorporation
  • Position List & Sample Report

    Position List

    View the position list and descriptions included in this survey.

    Sample Report

    View a sample report of this survey for a glimpse at what’s included.

    2019 Participation

    2019 Survey Participation is now closed. Survey participation is open to all organizations with matching jobs and is not required to purchase results. To learn more about how you can become a participant, please contact us. As a survey participant, you do receive key benefits:

    • A discount on survey results!
    • An exclusive invitation to survey events - attend results webcasts and meetings where Mercer consultants will review the results and identify market trends and factors. You'll also be able to ask questions directly related to your organization.
    • Ensure your data is included in the market results - easily determine your market position with customized reports that compare your company data to your peers.
    • IsOrderingSetYes
    • Ordering TypeSingleLevelMultiSelection
    • RegionUS
    • Sub TitleOptimize your compensation strategy to properly reward your employees
    • Short DescriptionCompensation data for positions common to trust & private banking organizations.