Relationship Manager I

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities in the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests.

About the role

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department, designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure service commitments made to clients are implemented with precision, consistency, and care. The RM I oversees the execution of the firm’s service model, ensuring client experiences align with the firm’s standards and values. This role plays a critical part 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 Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Responsibilities

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 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 (e.g., 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.

Requirements

• 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 a strong ability to influence and collaborate across teams.

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 require early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday, including a 30-minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided to satisfy position requirements. The role involves routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Pay

Actual base pay within this range will be based on factors including geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible for incentive compensation through Mercer Advisors’ programs.

Base Pay Range: $68,000 - $80,000 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)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for aging parents, young children, life’s challenges, and more
• 401(k) Retirement Plan with both Traditional and Roth plans, per pay period match, and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing