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 72 financial institutions, compare your compensation strategy against the market. Analyze 14 position families by assets, industry type, location, revenue/sales, and total employment. 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 Global Talent Trends Report
Survey Details At a Glance
  • Product Details
  • Pricing / Buy Now
  • Survey Schedule
  • Participating Companies
  • Position List & Sample Report
  • 2019 Participation


This survey contains compensation data from 11,634 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 1,112 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

Survey 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: 1,112
  • # Positions Published: 51
  • # Organizations: 72
  • # Observations: 11,634

Based on data from the 2018 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
2018 US FSS: Financial Services Suite — Trust & Private Banking USD 1,400 USD 4,200

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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.
  • 2018 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
  • Associated Bank, N.A.
  • AvidXchange
  • Bank of Hawaii
  • Bank of the Ozarks
  • Beneficial Mutual Bancorp, Inc.
  • Bethpage Federal Credit Union
  • BOK Financial Corporation
  • Branch Banking & Trust Company
  • Brandywine Trust Company, LLC
  • Bremer Financial Corporation
  • Cadence Bank
  • Chandler Asset Management, Inc.
  • CIBC Bank USA
  • CoBank, ACB
  • Comerica, Inc.
  • Commerce Bancshares, Inc.
  • Cullen/Frost Bankers, Inc.
  • Dorsey & Whitney, LLP - Dorsey & Whitney Trust Company
  • Equity Trust
  • ESL Federal Credit Union
  • Farm Credit Bank of Texas
  • Fifth Third Bancorp
  • First American Financial Corporation - First American Trust
  • First Financial Bancorp
  • First National Bank of Omaha
  • First Tennessee Bank
  • GATX Corporation
  • Golden 1 Credit Union
  • Huntington Bancshares, Inc.
  • Johnson Financial Group
  • KeyCorp
  • Kinecta Federal Credit Union
  • LPL Financial
  • M&T Bank Corporation
  • MB Financial, Inc.
  • MidFirst Bank
  • Mutual of Omaha - Mutual of Omaha Bank
  • National Rural Utilities Cooperative Finance Corporation (NRUCFC)
  • Navient
  • Navy Federal Credit Union
  • New York Community Bancorp, Inc.
  • Northrop Grumman Federal Credit Union
  • Patelco Credit Union
  • PEMCO Mutual Insurance Company
  • People's United Financial, Inc.
  • Privilege Underwriters, Inc
  • Rabobank, N.A.
  • Regions Financial Corporation
  • RLI Insurance Company
  • Royal Bank of Canada - City National Bank
  • SchoolsFirst Federal Credit Union
  • Sun Life Financial U.S.
  • Synovus Financial Corporation
  • Synovus Financial Corporation - Synovus Bank
  • Synovus Financial Corporation - Synovus Securities
  • Synovus Financial Corporation - Synovus Trust
  • Technology Credit Union
  • Texas Mutual Insurance Company
  • The Jones Financial Companies, L.L.L.P
  • The Motorists Insurance Group
  • Think Mutual Bank
  • Thrivent Financial
  • U.S. Bancorp
  • Veterans United Home Loans
  • Vision Service Plan - VSP Vision Care
  • Vision Service Plan Global
  • Washington Trust Bank
  • Wells Fargo & Company
  • Westfield Bank
  • Westwood Trust
  • 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.