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Compensation

Responsible for the function and performance of the operations and support staff. This position oversees client account setup and data transfer with platform and products such as custodians, broker-dealers and investment managers, for the purposes of new account setup, money movement, portfolio accounting, trading and performance reporting. Managing people is often a responsibility of the role.

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Compensation

Median 1st Quartile 3rd Quartile
Total IncomeRestrictedRestrictedRestricted
Total Traditional CompensationRestrictedRestrictedRestricted
Base SalaryRestrictedRestrictedRestricted
IncentiveRestrictedRestrictedRestricted
CommissionRestrictedRestrictedRestricted
Value of PerksRestrictedRestrictedRestricted

Personal Stats

Years Experience

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Gender

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Designations

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Other Info

Median 1st Quartile 3rd Quartile
Profit DistributionRestrictedRestrictedRestricted
Revenue ManagedRestrictedRestrictedRestricted
Revenue Serviced as LeadRestrictedRestrictedRestricted
Revenue SupportedRestrictedRestrictedRestricted
% Earning Incentive CompensationRestricted
% Receiving Profit Distribution OnlyRestricted
% HiredRestricted
% PromotedRestricted
Number of IncumbentsRestricted

Source: 2017 InvestmentNews Adviser Compensation & Staffing Study
2018 InvestmentNews Adviser Compensation & Staffing Study Update