Relationship Manager, UHNW (Encino, CA)

Relationship Manager I, UHNW (Los Angeles, CA)
Los Angeles, CA – LA Century City

Job Summary
Our Regis Group serves ultra‑high‑net‑worth families ($25M+). As the primary relationship manager, you will deliver a boutique, highly intimate service experience backed by a national fiduciary’s resources and expertise. You will work closely with Wealth Advisors and specialists to help clients – private investors, business owners, executives, creators, and generational wealth stewards – overcome obstacles and progress toward their financial goals.

Essential Job Functions
Client Experience Oversight

Ensure consistent delivery of service commitments and act as a steward of the firm’s client experience standards.

Manage service workflows and client touchpoints to guarantee timely and accurate execution.

Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities for enhancement.

Lead post‑meeting follow‑up initiatives to confirm 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 communication strategies and engagement protocols.

Track and report on 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 relationships through proactive outreach and strategic engagement.

Support business development by helping advisors prepare for prospect meetings and onboard new clients.

Maintain a pulse on client needs and preferences, surfacing insights that inform 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 strong ability to influence and collaborate across teams.

Work Schedule
Standard business hours, Monday through Friday, 8 AM–5 PM. Hours may vary to accommodate client needs and deadlines.

All non‑exempt roles are required to record working time daily at the start and end of each workday plus a 30‑minute unpaid lunch period.

Working Conditions
Professional office environment or dedicated home office. Basic technology will be provided. Routine sitting and standing required; no heavy lifting over 10 lb.

Base Pay Range
$89,250 – $105,000 USD, plus incentive compensation through Mercer Advisors’ incentive programs.

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

Health Savings Account (HSA) with company contributions on HDHP enrollment

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care

14 company‑paid holidays (includes full week off at Thanksgiving)

Generous paid time off for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (8 weeks)

Maternity benefits, including company‑paid STD, supplemental STD, and 8‑week parental leave

Adoption Assistance Reimbursement Program

Company‑paid Concierge Services for residents

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 at preferred pricing

We are not accepting unsolicited resumes from agencies or search firms for this posting.

Mercer Advisors is an equal‑opportunity employer and does not discriminate on the basis of any characteristic protected by 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.

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