Recognizing Top Investment Services Directors in Financial Institutions

Recognizing Top Investment Services Directors in Financial Institutions

Competition is a driver of motivation, accountability, performance, and innovation. Bank Investment Consultant’s annual Top Program Manager rankings not only inspired friendly competition amongst financial institution peers across the country, but lifted our entire community up in the process. Leaders in both financial institutions and their product and service partners have lamented the demise of the annual awards.

We’re pleased to announce that Kehrer Bielan will fill that void. This fall, we’ll publish the inaugural Kehrer Bielan list recognizing the most successful managers of investment services businesses in banks and credit unions.

Kehrer Bielan has created a data-driven, transparent selection process which will culminate in announcement of the awards this fall.

We have identified the following metrics we will use to assess each manager’s performance:

Deposit Revenue Penetration
 (based on FDIC reported core deposits)
Year-over-Year Revenue Growth
Gross Revenue per Advisor
(not including Licensed Banker revenue)
Investment Assets per Advisor
New Investment Assets per Advisor
Revenue on Assets
Advisory Revenue per Advisor
Life Insurance Revenue per Advisor
Clients per Advisor
Revenue per Client
Assets per Client
Advisor Deposit Coverage
(based on FDIC reported core deposits)

Click here to learn more about the evaluation methodology used to assess firm performance.


The process will culminate in award announcements and an awards ceremony.



Questions about the nomination process?  Contact