Relationship Manager, UHNW (Encino, CA)

Under this role, the Relationship Manager plays a central role in delivering comprehensive client services, ensuring operational efficiency, and identifying growth opportunities for clients and the Wealth Management Team.

Job Summary
The Relationship Manager is a key member of the Client's Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following:

Ensuring world‑class customer service is delivered efficiently with strong interpersonal skills.

Increasing overall productivity of services delivered to the clients.

Identifying additional growth opportunities within the book of business.

Identifying and implementing advanced planning techniques for clients as needed.

Responsibilities

Client Relationship Management

Deliver world‑class client service experience to UHNW clients.

Act as the client’s key point of contact on the Wealth Management Team for day‑to‑day needs.

Cultivate a thorough understanding of client expectations and preferences.

Prepare Regis WMT team for client meetings with reports and analysis.

Identify planning opportunities and provide operational expertise for effective resolution of client needs.

Respond quickly to changing customer expectations, ensuring client accessibility even outside regular business hours.

Operations Management

Optimize productivity by coordinating and prioritizing client deliverables.

Manage escalation process for client needs or operational issues with custodians.

Implement complex account‑related topics such as 10b5‑1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments.

Coordinate Wealth Management Team projects such as RMDs, tax‑loss harvesting, cash audits, and tracking of new assets.

Ensure compliance with industry‑standard licensing and execute trades and money movement with custodians as required for time‑sensitive client requests.

Client Retention & Growth

Drive high client satisfaction and adoption of additional services offered.

Build strategies to win new assets from existing clients by monitoring life events and outside assets.

Develop and monitor strategy to increase community‑sourced referrals.

Monitor progress toward team goals.

Requirements

Education

Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related).

Experience

Minimum 5 years of industry‑related experience.

Client‑facing experience required and ability to interact with individuals with a net worth of $25 M+ in a professional and confidential manner.

Certifications

Series 65 optional.

Notary designation a plus.

Job Skills

Self‑motivated, well‑organized individual capable of working independently and in a team environment to follow through on details to completion.

Exceptional oral and written communication skills.

Strong analytical and organization skills.

Ability to multi‑task and manage several projects at once.

Strong proficiency with financial planning software and Microsoft Office Products.

Client Relationship Management (CRM) experience.

Flexible, reliable, trustworthy, and confidential with all matters.

Ability to successfully escalates client requests in a timely manner.

Work Schedule
Monday through Friday, 8:00 AM – 5:00 PM, with some flexibility. Potential need for client support outside of normal business hours.

Working Conditions
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Base Pay Range
$89,250 – $105,000 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 plans, including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.

Kaiser Medical plans available in California.

Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

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 Plan.

Family Medical Leave.

Paid Parental Leave (8 weeks).

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program.

Company‑Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per‑pay‑period match and an after‑tax option.

Pet Insurance.

Personalized financial planning and guidance from Mercer Advisors professionals, 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.

Accommodation Requests
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

Applicant Rights & Notices
For information about applicant rights, required employment notices, E‑Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

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