Relationship Manager (Chicago, IL)

Relationship Manager I – Job Summary

The Relationship Manager (RM) I is a strategic, client‑facing role within the Client Service department. The RM partners 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 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.
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 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 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 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 non‑exempt roles 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

The position may be performed in a professional office environment or in a dedicated home‑office workspace. Basic technology needs will be provided. The role involves sitting and standing for extended periods; no heavy lifting over 10 lbs.
Base Pay Range

$59,500 – $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 offerings, 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 HDHP medical plan
Two comprehensive Dental Plans
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 Program
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company‑paid STD, supplemental STD, plus Parental Leave (8 weeks)
Adoption Assistance Reimbursement Program
Company‑Paid Concierge Services for employees and their loved ones
401(k) Retirement Plan with both Traditional and Roth options and a per‑pay‑period match, plus 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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