Investment Services Director Compensation in Financial Institutions
In response to many requests from the bank and credit union financial advice community, Kehrer Group conducted a survey of the compensation of the executives who manage the investment services business in their institutions. A total of 55 executives participated. They were asked to provide their compensation plan, their actual compensation for 2023, and details about their span of control, tenure, industry experience, professional designations, and more.
Investment Services Director Compensation in Financial Institutions (November 2024)
The highly anticipated Kehrer Group study of the compensation of Directors of bank and credit union-based advisors is now available.
The Director Compensation Study includes:
-
- Detailed market scan of the elements and key features of the plans being used to compensate 55 investment services directors in banks and credit unions.
- In-depth discussion of the drivers of compensation for the director role.
- Summary tables of benchmarks to help you assess your own compensation relative to the marketplace, given the specifics of your situation.
We analyzed the plan documents and other information submitted to us, conducted follow up interviews with dozens of directors to enhance our understanding, and worked with a handful of you to sharpen the output to maximize its usefulness.
| Non-Participants | Participants | |
| Firms with fewer than 25 advisors | $1,000 | $500 |
| Firms with 25+ financial advisors | $2,000 | $1,000 |
Want a copy? Contact research@kehrergroup.com for details on how to purchase.