Relationship Manager I — Concierge Wealth Services

Job Summary
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams.

As the primary relationship manager, you will deliver a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth overcome obstacles and progress toward their goals with more confidence and less stress.

The Relationship Manager I is a strategic, client‑facing role within the Client Service department. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. It 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:

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.

Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.

Facilitate the 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 (e.g., financial planning, investment operations, 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 thinker 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 AM to 5 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 timekeeping 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 which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routine sitting and standing for periods of time. No heavy lifting over 10 lbs.

Base Pay Range
$89,250 – $105,000 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 plans offering two High Deductible Health Plans and a Traditional Co‑Pay medical plan

Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care

14 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, any supplemental STD, plus Parental Leave (8 weeks)

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after‑tax option

Pet Insurance

Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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.

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