US FSS: Wealth Management

Plan ahead with a competitive compensation strategy

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US FSS: Financial Services Suite – Trust and Private Banking image
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With its focus on risk management, the wealth management sector is well suited to identify and adapt to today's changing circumstances. Recent events have customers shifting their financial strategies, technology is changing the way we interact, and everyone is facing a culture shift as remote working becomes a way of life. As your company moves ahead, having a strategic and competitive pay strategy is essential in attracting and motivating the professionals you need.

Confidently make compensation decisions for your employees with the Wealth Management segment of the US FSS: Financial Services Suite. Get the critical insights you need by benchmarking your compensation strategy against data collected from 131 organizations for jobs across 14 position families.

Analyze by:

  • 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 talent strategy?

Participation open: March – April

Data effective: April 1

Results publish: September

2023 results available

  • 48 positions published
  • USD 1,900 – 5,700
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Sample report

Position list

Download product snapshot

  • Product Details
  • Pricing / Buy Now
  • Participating Companies
  • Position List & Sample Report
  • 2023 Survey Participation
  • Related Articles

Product Details

Survey Statistics

  • # Positions Surveyed: 966
  • # Positions Published: 48
  • # Organizations: 131
  • # Observations: 11,232

Based on data from the 2023 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

Geographic Area

  • National
  • Metropolitan
  • Regional

Organizational Size

  • Assets
  • Premium Income
  • Net Revenue
  • Number of Employees

Career Streams Analyzed

  • Executive
  • Management
  • Professional
  • Para-Professional

Position Families Analyzed

  • Asset/Investment Management
  • Capital Markets/Investment Banking
  • Consumer & Commercial Banking
  • Finance
  • General Management
  • Outsourcing & Global Capability Centers
  • Sales, Marketing & Product Management
  • Trading & Dealing

Position Sub-Families Analyzed

  • Account & Client Management
  • Accounting
  • Asset/Investment Management Leadership
  • Asset/Investment Management Operations
  • Banking & Finance (Outsourcing & Global Capability Centers)
  • Brokerage Sales & Services
  • Capital Markets/Investment Banking Leadership
  • Capital Markets/Investment Banking Services
  • Consumer & Commercial Banking Leadership
  • Corporate Financing Advisory Services
  • Family Office
  • Field Sales & Account Management
  • Financial Planning & Investment Advisory Services
  • Investment Banking Operations
  • Investment Management Strategy & Analysis
  • Investment Research
  • Portfolio/Fund Management
  • Product Marketing & Management
  • Risk Management
  • Sales Trading
  • Tax
  • Traders
  • Treasury
  • Treasury Services
  • Trust & Estates

This survey is powered by Mercer Job Library. View Mercer Job Library FAQs for more details. Survey results are delivered in Mercer WIN®, giving you access to the data through a variety of customizable parameters. Your survey purchase includes access for three (3) Mercer WIN® users. If you need additional users, they can be added during checkout.


Version Participant Non-Participant
2023 US FSS: Financial Services Suite — Wealth Management USD 1,900 USD 5,700

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US FSS: Wealth Management

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Please note:

  • Survey purchase includes access for three (3) users. 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.
  • 2023 results are now available for purchase.

Participating Companies

View a list of the participating companies included in this asset management compensation survey here.

Position List & Sample Report

Position List

View the position list and descriptions included in this investment banking survey.

Sample Report

View a sample report of this financial planning salary survey for a glimpse at what's included.

2023 Survey Participation

2023 survey participation is now closed. The act of submitting data to a survey is known as survey participation and your company is then viewed as a participant. Survey participation is open to all organizations and is not required to purchase results.

Key Dates:

  • Participation opens March 1, 2023
  • Participation closes May 4, 2023

Why should you participate?

  • Align your pay to the market
  • Maximize your budget by making informed decisions to ensure you are not overpaying or underpaying
  • Receive invitations to exclusive participant-only events

Product Participant Non-Participant
2023 US FSS: Financial Services Suite — Wealth Management USD 1,900 USD 5,700

To learn more about how you can become a participant, please contact us.

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  • IsOrderingSetYes
  • Ordering TypeWIN
  • Enable ParticipationYes
  • Participation Start Date03/01/2023
  • Participation End Date05/04/2023
  • RegionUS
  • Sub Title Plan ahead with a competitive compensation strategy
  • Short DescriptionCompensation data for positions common to trust & private banking organizations.
  • Product Survey HeadingWealth Management Compensation Survey - US FSS

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