US FSS: Wealth Management

Drive productivity by optimizing your compensation strategy

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

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A top priority of every wealth management organization is growing and protecting customers’ capital—but are you equally invested in your own employees’ finances?

The US FSS: Wealth Management module allows you to be confident you’re compensating your employees competitively. Get the critical insights you need by benchmarking your compensation strategy against data collected from 76 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 compensation strategy?

    Participation open: March – May

    Results publish: August

    2020 results available

    • 39 positions published
    • USD 1,500 – 4,500
    Buy now!

    Sample report

    Position list

    • Product Details
    • Pricing / Buy Now
    • Survey Schedule
    • Participating Companies
    • Position List & Sample Report
    • 2020 survey participation

    Product Details

    Survey Statistics

    • # Positions Surveyed: 1,092
    • # Positions Published: 39
    • # Organizations: 76
    • # Observations: 10,806

    Based on data from the 2020 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

    This survey is powered by Mercer Job Library. Learn more or 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.


    Version Participant Non-Participant
    2020 US FSS: Financial Services Suite — Wealth Management USD 1,500 USD 4,500

    Buy Now

    US FSS: 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.
    • 2020 results are available for purchase and will be delivered upon survey release (late August).

    Survey Schedule

    • Participation Opens: March 9
    • Participation Deadline: May 15
    • Date Effective: March 1
    • Report Available: August

    Participating Companies

    View a list of the participating companies included in the US FSS: Wealth Management here.

    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.

    2020 survey participation

    2020 Survey Participation is now closed. Survey participation is open to all organizations with matching jobs and is not required to purchase results. The act of submitting data to a survey is known as survey participation and your company is then viewed as a participant. 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 TitleDrive productivity by optimizing your compensation strategy
    • Short DescriptionCompensation data for positions common to trust & private banking organizations.

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