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Trek Enterprises S2 WORKBOOK

Trek Enterprises S2 WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMARTer Business Simulation Management and Relationship Training. MODULE 1. Organizational Structure and Compensation. Service Team Structure. Notes on Reorganization. Service Team Structure.

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Trek Enterprises S2 WORKBOOK

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  1. Trek Enterprises S2 WORKBOOK Decisions and Notes for Modules 1 – 5 BSMARTer Business Simulation Management and Relationship Training

  2. MODULE 1 Organizational Structure and Compensation

  3. Service Team Structure

  4. Notes on Reorganization

  5. Service Team Structure The primary managers of the client relationship and the most experienced advisors in the firm. Responsibility for managing existing client relationships and formulating and implementing advice . Expected to cultivate referrals, develop new client relationships and supervise the client facing team. Lead Advisor Responsible for managing existing client relationships in partnership with the Lead Advisor. They will help formulate and implement advice and solutions but will rely on technical specialists and Lead Advisor for decision making. Service Advisor Performs research, analysis, and manages investment options. Provides information for the Lead and Service Advisors and makes recommendations on managers, advisory service products, investment selection, suitability, and reporting decisions. Analyst Responsible for preparing client reports and maintaining contact with clients to provide or obtain updated information, schedule meetings and trouble shoot problems. Primary liaison to operations organization. CSA

  6. Service Team Structure

  7. Compensation Benchmarking Non-partner lead advisor See Appendix A for position compensation information Source: 2013 InvestmentNews/Moss Adams Comp Study

  8. Compensation Benchmarking Non-Partner/Lead Advisor See Appendix A for position compensation information Source: 2013 InvestmentNews/Moss Adams Comp Study

  9. Compensation Benchmarking Full Partner1 See Appendix A for position compensation information Source: 2013 InvestmentNews/Moss Adams Comp Study 1Full partners have not participated in bonus program prior to 2014

  10. Compensation Benchmarking

  11. MODULE 2 Staff Selection and Performance Management

  12. Performance Evaluation

  13. Performance Evaluation

  14. Performance Evaluation

  15. MODULE 3 The Culture of Your Firm

  16. Organizational Culture

  17. MODULE 4 Incentive Compensation

  18. Incentive Compensation

  19. MODULE 5 Partner Compensation

  20. Partner Compensation

  21. Partner Incentive Compensation

  22. Other Initiatives

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