US FSS: Wealth Management

Plan ahead with a competitive compensation strategy

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Planning ahead in the wealth management sector is difficult under any circumstances, let alone during a global pandemic. Customers are shifting their financial strategies, technology is changing the way things are done, and everyone is facing a culture shift as remote working takes shape. Now as your company moves ahead, having a strategic and competitive pay strategy becomes increasingly important in attracting and motivating the employees 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 119 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: September

2021 results available

  • 36 positions published
  • USD 1,600 – 4,800
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Sample report

Position list

Download product snapshot

  • Product Details
  • Pricing / Buy Now
  • Survey Schedule
  • Participating Companies
  • Position List & Sample Report
  • 2021 Participation

Product Details

Survey Statistics

  • # Positions Surveyed: 1,044
  • # Positions Published: 36
  • # Organizations: 119
  • # Observations: 9,325

Based on data from the 2021 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
2021 US FSS: Financial Services Suite — Wealth Management USD 1,600 USD 4,800

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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.
  • 2021 results now available for purchase and will be delivered upon survey release (early September).

Survey Schedule

  • Participation open: March 1
  • Participation deadline: May 14
  • Date Effective: March 1
  • Results publish: September

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.

2021 Participation

2021 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.

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.
  • Identify “hot jobs” and areas of focus for your company.
  • Secure a significant discount on survey results.
  • Receive invitations to exclusive participant-only events.

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

  • IsOrderingSetYes
  • Ordering TypeSingleLevelMultiSelection
  • RegionUS
  • Sub Title Plan ahead with a competitive compensation strategy
  • Short DescriptionCompensation data for positions common to trust & private banking organizations.

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