Relationship Manager I (Dallas, TX)
Mercer Advisors, Dallas, TX, United States
Job Summary
The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. The RM partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.
Essential Job Functions for This Role Include Client Experience Oversight
Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
Manage service workflows and client touchpoints to ensure timely and accurate execution.
Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
Other duties as assigned.
Advisor Partnership & Practice Management
Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
Facilitate implementation and refinement of the advisory team’s service model, including client communication strategies and engagement protocols.
Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
Collaborate with internal departments such as financial planning, investment operations, and compliance to ensure alignment and efficiency.
Growth & Retention Support
Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.
Knowledge, Skills, and Abilities
Strong understanding of wealth management processes and service models.
Proven ability to manage complex client relationships and resolve issues effectively.
Leadership and mentoring experience within a team environment.
Excellent communication, organizational, and problem-solving skills.
Proficiency in CRM systems and workflow management tools.
Strategic thinking and strong ability to influence and collaborate across teams.
Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8:00 AM to 5:00 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non‑exempt are required to record working time into the time‑keeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period.
Working Conditions This position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. Whether the position is in a dedicated office space or a home office workspace, basic technology needs will be provided to satisfy position requirements. The role routinely involves sitting and standing for periods of time; no heavy lifting over 10 lbs.
Base Pay Range $60,000 – $70,000 USD
Benefits
Company‑Paid Basic Life & AD&D Insurance
Company‑Paid Short‑Term and Long‑Term Disability Insurance
Supplemental Life & AD&D; Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plan options including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.
Kaiser Medical plans available in California.
Health Savings Account (HSA) with company contributions if enrolled in a High Deductible Health Plan.
Two comprehensive Dental Plans.
Vision Insurance Plan.
Dependent Care Savings Account for child and dependent care.
Fourteen Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid Parental Leave (8 weeks).
Maternity benefits utilizing company‑paid STD, supplemental STD, and parental leave to provide time for recovery, baby bonding, and enjoying family time.
Adoption Assistance Reimbursement Program.
Company‑Paid Concierge Services for you and your loved ones for the spectrum of caring needs for aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth options and per‑pay‑period match as well as an after‑tax option.
Pet Insurance.
Equal Opportunity Employer Mercer Advisors is an equal‑opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
#J-18808-Ljbffr
Essential Job Functions for This Role Include Client Experience Oversight
Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
Manage service workflows and client touchpoints to ensure timely and accurate execution.
Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
Other duties as assigned.
Advisor Partnership & Practice Management
Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
Facilitate implementation and refinement of the advisory team’s service model, including client communication strategies and engagement protocols.
Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
Collaborate with internal departments such as financial planning, investment operations, and compliance to ensure alignment and efficiency.
Growth & Retention Support
Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.
Knowledge, Skills, and Abilities
Strong understanding of wealth management processes and service models.
Proven ability to manage complex client relationships and resolve issues effectively.
Leadership and mentoring experience within a team environment.
Excellent communication, organizational, and problem-solving skills.
Proficiency in CRM systems and workflow management tools.
Strategic thinking and strong ability to influence and collaborate across teams.
Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8:00 AM to 5:00 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non‑exempt are required to record working time into the time‑keeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period.
Working Conditions This position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. Whether the position is in a dedicated office space or a home office workspace, basic technology needs will be provided to satisfy position requirements. The role routinely involves sitting and standing for periods of time; no heavy lifting over 10 lbs.
Base Pay Range $60,000 – $70,000 USD
Benefits
Company‑Paid Basic Life & AD&D Insurance
Company‑Paid Short‑Term and Long‑Term Disability Insurance
Supplemental Life & AD&D; Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plan options including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.
Kaiser Medical plans available in California.
Health Savings Account (HSA) with company contributions if enrolled in a High Deductible Health Plan.
Two comprehensive Dental Plans.
Vision Insurance Plan.
Dependent Care Savings Account for child and dependent care.
Fourteen Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid Parental Leave (8 weeks).
Maternity benefits utilizing company‑paid STD, supplemental STD, and parental leave to provide time for recovery, baby bonding, and enjoying family time.
Adoption Assistance Reimbursement Program.
Company‑Paid Concierge Services for you and your loved ones for the spectrum of caring needs for aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth options and per‑pay‑period match as well as an after‑tax option.
Pet Insurance.
Equal Opportunity Employer Mercer Advisors is an equal‑opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
#J-18808-Ljbffr