Relationship Manager (Denver, CO)

Job Summary
The Relationship Manager I is a strategic, client‑facing role within the Client Service department. The RM collaborates closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. The role is responsible for overseeing the firm’s service model and ensuring that client experiences align with the firm’s standards and values. It plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. The RM I position offers a clear career path to RM II and III, with increasing levels of strategic influence, leadership, and client engagement.

Essential Job Functions
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.

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 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 thinker with a strong ability to influence and collaborate across teams.

Work Schedule
This position requires availability during standard business hours Monday through Friday from 8 AM to 5 PM. At times early or late hours may be necessary to meet business tasks and deadlines.

Working Conditions
The role may be based in a professional office environment or a dedicated home office workspace. The position involves routine sitting and standing. No heavy lifting over 10 lbs. Basic technology needs will be provided.

Compensation
Base Pay Range: $68,000 – $80,000 USD per year.

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 – two High Deductible Health Plans and one Traditional Co‑Pay plan

Health Savings Account (HSA) with company contributions if enrolled in an HDHP 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 vacation and sick leave program

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (8 weeks)

Maternity benefits including company‑paid STD and supplemental STD plus Parental Leave

Adoption Assistance Reimbursement Program

Company‑Paid Concierge Services for a spectrum of caring needs

401(k) Retirement Plan with Traditional and Roth options, per‑pay‑period match and after‑tax option

Pet Insurance

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

Legal Statements
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.

We are not accepting unsolicited resumes from agencies and/or search firms for this position.

Accommodation
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. (Only for accommodation requests.)

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