US FSS: Wealth Management

Plan ahead with a competitive compensation strategy

Product Highlights

Position Families

  • 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

  • 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

Download the list of positions included in this survey along with the position descriptions.

  • 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

Industry

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

Geographic Area

  • National
  • Metropolitan
  • Regional

Organization Size

  • Assets
  • Premium Income
  • Net Revenue
  • Number of Employees
Career Stream
  • Executive
  • Management
  • Professional
  • Para-Professional
SINGLELEVELMULTISELECTION

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  • IsOrderingSetYes
  • Ordering TypeWIN
  • Enable ParticipationYes
  • Participation Start Date03/03/2025
  • Participation End Date05/05/2025
  • RegionUS
  • Sub TitlePlan ahead with a competitive compensation strategy
  • Short DescriptionCompensation data for positions common to trust & private banking organizations.
  • CounterPart_SKUSKU_7429-ca
  • Product Survey HeadingWealth Management Compensation Survey - US FSS
  • Enable WidgetsYes
  • widget1Publish Date ~ September 2025
  • widget2Positions Published ~ 60
  • widget3Organizations ~ 144
  • widget4Observations ~ 14,856
  • Enable Home Page DisplayDo Not Show
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Product Highlights

Position Families

  • 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

  • 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

Download the list of positions included in this survey along with the position descriptions.

  • 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

Industry

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

Geographic Area

  • National
  • Metropolitan
  • Regional

Organization Size

  • Assets
  • Premium Income
  • Net Revenue
  • Number of Employees
Career Stream
  • Executive
  • Management
  • Professional
  • Para-Professional

Product Details

Sales promotion image Sales promotion image

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 144 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

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

Your data will be delivered in Mercer WIN®, an online delivery platform that gives you access to the data through a variety of customizable parameters. In just a few clicks, you can:

  • Benchmark compensation for traditional jobs and hybrid jobs
  • Compare your compensation strategy to a specific set of peers or competitors
  • Set metrics exactly as you want them
  • Benchmark off cycle
  • Identify the six most common skills associated with a role
  • Download .xls data files for easy importing into your comp management system

Your survey purchase includes access for up to three (3) users at your company. Additional users can be added during checkout.

We also offer integration with select third party compensation systems making it easy to access Mercer data wherever you prefer to do your market pricing activities.

Sales promotion image Sales promotion image

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 144 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

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

Your data will be delivered in Mercer WIN®, an online delivery platform that gives you access to the data through a variety of customizable parameters. In just a few clicks, you can:

  • Benchmark compensation for traditional jobs and hybrid jobs
  • Compare your compensation strategy to a specific set of peers or competitors
  • Set metrics exactly as you want them
  • Benchmark off cycle
  • Identify the six most common skills associated with a role
  • Download .xls data files for easy importing into your comp management system

Your survey purchase includes access for up to three (3) users at your company. Additional users can be added during checkout.

We also offer integration with select third party compensation systems making it easy to access Mercer data wherever you prefer to do your market pricing activities.

Yes

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PARTICIPATION CLOSED

Participating in the survey

You tell us what’s happening in your organization – from what you pay to how you pay – for your positions and we’ll give you a discount on the results. Survey participation is open to all organizations with matching jobs. Missed this year’s participation window? Contact us to learn how you can participate in the next edition.

Participation Window

Opens: 03/03/2025

Closes: 05/05/2025

Participation Window

Opens: 03/03/2025

Closes: 05/05/2025

Learn more about participation

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