Relationship Manager (Chicago, IL)

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. This role partners closely with Wealth Advisors to ensure service commitments are implemented with precision and consistency. The RM supports practice management, client retention, and business growth, and serves as a key contributor to the advisory team’s success. Clear career progression to RM II and III is available.
Essential Job Functions

Client Experience Oversight

Ensure consistent delivery of client service commitments.
Manage service workflows and client touchpoints for timely and accurate execution.
Act as liaison between clients and internal teams, resolving issues and identifying service improvement opportunities.
Lead post‑meeting follow‑up initiatives to ensure 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.
Implement and refine the advisory team’s service model, client communication strategies, and engagement protocols.
Track and report client satisfaction metrics, service delivery KPIs, and retention trends.
Collaborate with internal departments (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 by assisting advisors in prospect meetings and client onboarding.
Maintain insights into client needs and preferences to 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 ability to influence and collaborate across teams.
Work Schedule

Monday through Friday, 8AM–5PM. Early or late hours may be required to meet business tasks and deadlines.
Working Conditions

Professional office or dedicated home office. Basic technology needs will be provided. Routine sitting and standing; no heavy lifting over 10lbs.
Compensation and Benefits

Base Pay Range:

$59,500–$70,000USD.
Eligible for incentive compensation through Mercer Advisors’ incentive programs.
Benefits include:
Company‑paid life and AD&D insurance
Company‑paid short‑term and long‑term disability insurance
Supplemental life and AD&D; short‑term disability; accident; critical illness; hospital indemnity insurance
Three Cigna medical plans (two high‑deductible, one traditional copay)
Kaiser medical plans (California)
Health Savings Account (HSA) with company contributions for HDHP plans
Two comprehensive dental plans
Vision insurance plan
Dependent care savings account
14 company‑paid holidays, including a week off at Thanksgiving
Generous paid time off for vacation and sick days
Employee assistance plan
Family medical leave
Paid parental leave (8weeks)
Maternity benefits with company‑paid STD and supplemental STD, plus 8‑week parental leave
Adoption assistance reimbursement program
Company‑paid concierge services
401(k) retirement plan (traditional and Roth)
Pet insurance
Personalized financial planning and guidance, offered at preferred employee pricing
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.

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