Distinct wealth managers—including multi-family offices and RIAs, ultra-high net worth, high net worth, affluent and mass affluent firms—rely on McLagan’s trusted data to address their unique pay needs. To learn more about the McLagan Wealth Management surveys, click the links below:
The McLagan Wealth Management Surveys provide HR and compensation professionals with the most comprehensive rewards insights across all forms of compensation measured across divisions, businesses, roles and firm types. Our survey spans:
Wealth managers around the world rely on McLagan surveys to identify, attract and retain talent in a highly-competitive market. We have a track record of working with leading firms, including:
Navigating a highly competitive talent market requires comprehensive compensation data from a wide array of peers. We’ve got you covered.
► For more information on participating industry peers, please click here.
The McLagan Benchmarking Code is designed to capture the uniqueness of each firm type and the talent needed to support it. Employees are matched according to a globally consistent process drilling into each role’s attributes, area, focus and job level. We cover highly-targeted wealth management functions and areas, including::
In addition, our surveys offer benchmarking data for sales, marketing, relationship management and other infrastructure roles, including finance, human resources and legal.
► To learn more about our job and business line coverage, contact us today.
All McLagan surveys are designed to empower decision-makers to set pay with confidence across numerous rewards elements on a job-by-job basis and cover all direct forms of pay, including:
In addition, our wealth management surveys capture data elements such as broker paid bonus, hunter/farmer specialization, license level, manages book and brokerage performance.
We partner with firms across the globe to assess their pay level competitiveness, align pay systems with business strategy, and provide deep industry insights. Together, we empower firms to achieve superior levels of people and business performance. Here's how:
McLagan survey fees vary based upon your benchmarking goals. To request pricing information for the McLagan Wealth Management Surveys, please click here.
All subscriptions to McLagan surveys include 24/7 access to McLaganLive, our online survey reporting environment.
Our dedicated team is committed to supporting clients throughout the survey process—from input to employee matching to analyzing results. A relationship manager will be your contact for training and inquiries every step of the way.
We'd love to give you a personal tour of McLaganLive and share more about our compensation surveys. Let us know how best to reach you and we'll be in touch shortly. (All form fields are required.)
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