Charts / Vista Equity Partners
Expected Change in Headcount by Role, Next Two Years
Chart showing expected changes in headcount by role over the next two years due to AI in wealth management practices. Junior advisors have the highest percentage of expected headcount increase at 73%, whereas executives have the lowest increase at 11%.
| Label | Value shown on the chart |
|---|---|
| Junior Advisors (Increase) | 73% |
| Client Associates (Increase) | 67% |
| Senior Advisors (Increase) | 56% |
| Technology (Increase) | 41% |
| Operations (Increase) | 36% |
| Investment & Trading (Increase) | 30% |
| Administrative (Increase) | 23% |
| Marketing (Increase) | 18% |
| Compliance (Increase) | 15% |
| Executives (Increase) | 11% |
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