Relationship Manager

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. This 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, and serving as a key contributor to practice management, client retention, and business growth.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

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.

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 such as financial planning, investment operations, and 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 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.

Working Conditions
This position may be in a professional office environment or a dedicated home office workspace. Basic technology needs will be provided to satisfy position requirements. The role involves routine sitting and standing periods of time, with no heavy lifting over 10 lbs.

Base Pay Range
$70,000 – $85,000 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 plan

Health Savings Account (HSA) with company contributions if enrolled in a high‑deductible health plan

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 plan

Family medical leave

Paid parental leave (8 weeks)

Maternity benefits utilizing company‑paid STD, supplemental STD, and parental leave

Adoption assistance reimbursement program

Company‑paid concierge services for a range of caring needs

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, offered at preferred employee pricing

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

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.

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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