Recognizing Top Investment Services Directors in Financial Institutions

Recognizing Top Investment Services Directors in Financial Institutions

The Kehrer Bielan Top Directors Awards are the most prestigious recognition for executives that manage the investment services business inside a bank or credit union. What makes the Top Directors Awards unique?

The Kehrer Bielan Top Directors Awards are the only awards of their kind to focus exclusively on the delivery of investment services in financial institutions, and the executives behind their success.

The Kehrer Bielan Top Directors Awards are based on a data-driven, transparent selection process. We have identified the following metrics which will be used to identify the 2022 Top Directors:

Percent of Institution’s Customers/Members with an Investment Relationship
Deposit Revenue Penetration
 (based on FDIC core deposits or NCUA share deposits)
Year-over-Year Revenue Growth
Gross Revenue per Advisor
(not including Licensed Banker revenue)
Investment Assets per Advisor
Net New Investment Assets per Advisor
Advisory Revenue per Advisor
Life Insurance Revenue per Advisor
Revenue per Client
Investment Assets per Client
Revenue on Assets
Advisor Deposit Coverage
(based on FDIC core deposits or NCUA share deposits)
Advisor Household Territory

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

To check if you’ve already been nominated, click here to view the list of received nominees by firm/institution.

 

The Kehrer Bielan Top Directors Awards culminate with a live, in-person award ceremony. Thanks to the support of our sponsors, we cover travel and accommodations for all finalists in all categories. The 2022 Top Directors will be announced at the resort-setting of the Fearrington House Inn outside Chapel Hill on December 7.

View the 2021 Top Directors Awards winners in each category here.

 

Questions about the nomination process?  Contact awards@kehrerbielan.com

The 2022 Top Directors Awards are presented by
Ameriprise Financial Institutions Group.

Thanks to our sponsors:
Presenting sponsor:

Mega firms category sponsor:

 

 

Large firms category sponsor:

 

Credit Unions category sponsor:
Mid-Size category sponsor:

 

 

Small firms category sponsor: