Relationship Manager (Owings Mills, MD)

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 that service commitments made to clients are implemented with precision, consistency, and care. The RM is responsible for overseeing the execution of the firm’s service model, ensuring client experiences align with the firm’s standards and values. The role plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. It offers a clear career path to Relationship ManagerII andIII, 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.
Other duties as assigned.
Advisor Partnership & Practice Management Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
Facilitate implementation and refining 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 professional role requires availability during standard business hours of Monday through Friday from 8:00AM to 5:00PM, with occasional early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions Position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided. Duties involve routine sitting and standing; no heavy lifting over 10lb.
Compensation and Benefits Base Pay Range: $68,000 – $80,000USD. Actual base pay within this range is based on various factors and the position is also eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs.
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 high‑deductible health plans and a traditional co‑pay plan)
Kaiser medical plans available in California
Health savings account (HSA) with company contributions if enrolled in an HDHP plan
Two comprehensive dental plans
Vision insurance plan
Dependent care savings account
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, and parental leave (8 weeks)
Adoption assistance reimbursement program
Company paid concierge services
401(k) retirement plan with traditional and Roth plans, per pay period match, and after‑tax option
Pet insurance
Personalized financial planning and guidance from Mercer Advisors professionals 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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