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

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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 76 financial institutions, compare your compensation strategy against the market. Analyze 14 position families by assets, industry type, location, revenue/sales, and total employment using this private banking survey. 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 2019 Global Talent Trends Report

Participation open: March – May

Results publish: August

2019 results available

  • 47 positions published
  • USD 1,450 – 4,350
Buy now!

Sample report

Position list

  • Detalhe do produto
  • Preços / compre agora
  • Survey Schedule
  • Participating Companies
  • Position List & Sample Report
  • 2020 survey participation

Detalhe do produto

Survey Statistics

  • # Positions Surveyed: 1,167
  • # Positions Published: 47
  • # Organizations: 76
  • # Observations: 14,756

Based on data from the 2019 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
2019 US FSS: Financial Services Suite — Wealth Management USD 1,450 USD 4,350

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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.
  • 2019 results now available.

Survey Schedule

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

Participating Companies

  • Allianz Global Corporate & Specialty
  • Ameritas Life Insurance
  • Bank of Hawaii
  • Branch Banking & Trust Company
  • Bremer Financial Corporation
  • CIBC Bank USA
  • Columbia Banking System, Inc.
  • Comerica, Inc.
  • Commerce Bancshares, Inc.
  • Consumers Credit Union
  • Cullen/Frost Bankers, Inc.
  • Delta Community Credit Union
  • Dorsey & Whitney, LLP - Dorsey & Whitney Trust Company
  • ESL Federal Credit Union
  • Equiniti Trust Company
  • Equity Trust
  • Farm Credit Bank of Texas
  • Fiduciary Counselling, Inc.
  • Fifth Third Bancorp
  • First American Financial Corporation - First American Trust
  • First Business Financial Services, Inc.
  • First Financial Bancorp
  • First National Bank of Omaha
  • GATX Corporation
  • Genworth Financial, Inc.
  • Golden 1 Credit Union
  • Golden State Farm Credit
  • Hilltop Holdings, Inc.
  • Hunt Companies
  • Huntington Bancshares, Inc.
  • Independent Bank
  • Johnson Financial Group
  • KeyCorp
  • Level One Bancorp, Inc.
  • M&T Bank Corporation
  • Mutual of Omaha - Mutual of Omaha Bank
  • National General Holding Corps
  • National Rural Utilities Cooperative Finance Corporation (NRUCFC)
  • Navy Federal Credit Union
  • New York Community Bancorp, Inc.
  • Northwest Community Credit Union
  • Numerica Credit Union
  • Oakwood Homes
  • OceanFirst Bank N.A.
  • Origin Bank
  • Pacific Premier Bank
  • People's United Financial, Inc.
  • Preferred Mutual Insurance Company
  • QIC US Management, Inc.
  • RLI Insurance Company
  • Regions Financial Corporation
  • Royal Bank of Canada - City National Bank
  • Royal Bank of Canada - RBC Bank
  • Ryan Specialty Group, LLC
  • STAR Financial Group, Inc.
  • SchoolsFirst Federal Credit Union
  • Signature Bank
  • Spokane Teachers Credit Union
  • State Auto Insurance Company
  • Sunrise Banks
  • Synovus Financial Corporation - Synovus Securities
  • Synovus Financial Corporation - Synovus Trust
  • TCF National Bank
  • TD Bank, N.A.
  • The Allstate Corporation
  • The Jones Financial Companies, L.L.L.P.
  • The Midland Company - American Modern Insurance Group
  • Think Mutual Bank
  • Thrivent Financial
  • Tri Counties Bank
  • U.S. Bancorp
  • Ventas, Inc.
  • Vision Service Plan - VSP Vision Care
  • Vision Service Plan Global
  • Wells Fargo & Company
  • 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.

    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 TitleOptimize your compensation strategy to properly reward your employees
    • Short DescriptionCompensation data for positions common to trust & private banking organizations.

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