Relationship Manager, UHNW (Minneapolis/St. Paul, MN)

For more than 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance and more. With a family‑office model serving absolute high‑net‑worth families, Regis Wealth Advisors provides bespoke service for clients with $25 m+ in assets.

Job Summary
The Relationship Manager I is a strategic, client‑facing role within the Client Service department. The RM partners closely with Wealth Advisors to ensure service commitments to clients are faithfully executed, driving client retention and business growth. This role supports the firm’s service model, client experience standards, and provides clear career progression to RM II and III.

Client Experience Oversight

Ensure the consistent delivery of service commitments made to clients, acting as steward of 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 (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 with strong ability to influence and collaborate across teams.

Work Schedule
This role requires availability during standard business hours Monday‑through‑Friday from 8 AM to 5 PM. Times may vary to meet business tasks and deadlines for external and internal client needs.

Working Conditions
The position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. The firm will provide basic technology needs. The job involves routine sitting and standing; no heavy lifting over 10 lbs.

Base Pay Range
$89,250 – $105,000 USD. Actual base pay will be based on location, experience, education, skills and licenses/certifications. The position is also eligible for incentive compensation.

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 (two HDHPs and a Traditional Co‑Pay plan)

Kaiser Medical plans in California

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

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)

Maternal benefits utilizing company‑paid STD, supplemental STD, and Parental Leave (8 weeks)

Adoption Assistance Reimbursement Program

Company‑Paid Concierge Services for aging parents, young children, life’s challenges and more

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

Pet Insurance

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

Equal Opportunity Employment
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected under applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

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