Under the leadership of Amy Parvaneh, Select Advisors Institute has transformed the way wealth management firms, RIAs, investment banks, credit unions, and asset management firms approach performance, compensation, and leadership development. In an industry where revenue-driven incentives, partner track clarity, and high-performance cultures separate the best firms from the rest, we help financial firms align compensation with business growth, implement data-driven talent strategies, and create competitive pay models that attract and retain top performers.
Compensation and performance in financial services must be clear, scalable, and revenue-linked. Many RIAs and wealth management firms struggle with incentive structures that don’t motivate advisors, leading to low client acquisition and asset growth stagnation. Similarly, regional banks and credit unions often lack structured career progression models, making it difficult to retain top talent. Private equity firms and hedge funds face their own challenges in aligning bonuses, carry, and equity-based compensation to performance. Without a structured approach to performance-based pay and leadership incentives, firms risk losing their best professionals to competitors.
Creating a High-Performance Firm Culture in Wealth Management and Financial Services
The most successful wealth management firms, RIAs, and investment banks foster a culture of accountability and results-driven incentives. A high-performance workplace starts with:
Clear KPIs for financial advisors, investment bankers, and relationship managers
Defined revenue-based promotion criteria for RIAs and banking professionals
Billable hour tracking and revenue attribution models for asset managers
Incentive-based compensation to drive client retention and AUM growth
Regional banks and credit unions need to implement performance-based compensation models that reward employees for driving deposit growth, cross-selling financial products, and expanding member services. At the same time, wealth management firms and RIAs need to create advisor scorecards that track client growth, retention rates, and revenue contribution to ensure fair compensation and career advancement opportunities.
Select Advisors Institute has helped firms build high-performance talent cultures by restructuring incentives, recognition programs, and sales leaderboards.
Performance-Based Compensation & Pay Transparency in RIAs and Banking
The financial services industry operates on results. Compensation must reflect revenue contribution, client acquisition, and AUM growth. Our expertise in compensation benchmarking has helped wealth management firms, private banks, and asset managers structure pay in a way that drives growth and retains top performers.
We work with firms to design:
Wealth management advisor compensation models linked to client growth and retention
RIA fee-based revenue sharing structures to drive AUM growth
Banking and credit union sales incentives tied to loan origination and deposit growth
Private equity and hedge fund performance pay models based on carry and deal execution
Investment banking and M&A performance-based bonuses tied to transaction revenue
Advisors, bankers, and asset managers expect clarity in how they’re compensated. Firms that fail to implement transparent salary structures, equity incentives, and merit-based bonuses risk talent churn and lost revenue.
Driving Advisor & Banker Performance Through Sales Incentives & Leaderboards
A high-performing RIA, private bank, or credit union relies on sales-driven incentives and performance tracking. Our work with wealth management and banking firms has shown that leaderboards, sales incentives, and performance rankings dramatically improve advisor engagement and client acquisition.
Select Advisors Institute has helped firms build:
Sales leaderboards for financial advisors to track AUM growth and new client acquisitions
Banker and credit union employee scorecards measuring loan origination and deposits
M&A and investment banking performance dashboards to rank dealmakers on transaction value**
Hedge fund and asset management revenue attribution models for performance-based pay
For RIAs and wealth management firms, our compensation structures ensure that top financial advisors are rewarded based on AUM growth and fee revenue, not just tenure. In regional banks and credit unions, we structure compensation so that relationship managers and lending officers are incentivized to cross-sell financial products while maintaining strong client relationships.
Structuring the Partner Track & Career Progression in Financial Firms
The path to partner or managing director in financial services, asset management, and law firms is often unclear. Firms that don’t define promotion criteria risk losing their best talent. Select Advisors Institute has worked with wealth management firms, RIAs, hedge funds, and private banks to create structured leadership pathways that ensure top performers reach leadership positions efficiently.
We help firms establish:
Partner-track promotion criteria in RIAs, investment banks, and asset management
Revenue-based career progression models for wealth management advisors
Private equity and hedge fund senior partner compensation structures
Equity-based incentives to retain leadership talent in financial firms
Succession planning models for wealth management firms and regional banks
By creating clear, performance-based promotion standards, we help firms retain top performers, eliminate uncertainty, and ensure long-term leadership stability.
Why Financial Firms Partner with Select Advisors Institute
Select Advisors Institute has successfully worked with wealth management firms, private banks, RIAs, investment banks, and asset managers to implement:
Performance-based compensation strategies that drive revenue growth
Sales incentives and leaderboards for financial advisors, investment bankers, and credit unions
Partner-track and leadership development models for RIAs and asset managers
AI-powered compensation analysis to ensure fair and competitive pay
Revenue-linked pay structures that reward high-performing employees
Under Amy Parvaneh’s leadership, we have helped elite financial firms optimize compensation, streamline promotions, and create performance cultures that retain top talent and drive profitability.
If your firm is ready to transform its compensation strategy, optimize promotions, and improve workforce efficiency, Select Advisors Institute is the leading consulting firm for financial services performance strategy. Reach out today to take the next step toward a more profitable and high-performing future.
