Description
Focusing on the highly sought-after Sales & Client Relationship based Portfolio Manager, this report is a must-have reference for anyone in the private wealth industry involved in structuring compensation or reviewing salaries. This is a data and context-rich report highlights compensation benchmarks for key roles in:
- Portfolio Managers in a Client Relationship Management, Sales or a hybrid role
- Operations
- Investment Management
- Portfolio Administration
- Financial Planners
- Client Service
- Portfolio Administration
Broken down by firms under and over $1 billion AUM, this report is a serious compilation of tables providing formulas, 1-10 year progressions, salaries, bonuses and explanations for assumptions used, together with definitions and key terms.
Report includes a complimentary 60-minute consultation.
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