Relationship Manager

Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary
The Relationship Manager is a key member of the Client's Wealth Management Team. They work collaboratively with the UHNW Wealth Advisor and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification & Implementation of Advanced Planning techniques for clients as needed .

Responsibilities

• Client Relationship Management

• Responsible for delivering world class client service experience to UHNW clients

• Client's key point of contact on the Wealth Management Team for day-to-day needs
• Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs
• Responsible for preparing UHNW team for client meetings with various reports and analysis
• Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.

• Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours

• Operations Management

• Optimizes productivity by coordinating and prioritizing client deliverables

• Manages Escalation process for client needs or any operational issues or challenges with Custodians
• Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments
• Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed

• Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests

• Client Retention & Growth

• Directly impact growth and client retention of the Wealth Management Team by driving 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 of the Wealth Management Team for increased 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 25M+ in a professional and confidential manner

Certifications

• Series 65
• Notary designation a plus

Job Skills

• Self-motivated, well-organized individual with demonstrated ability to work 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 escalate client request in a timely manner

Work Schedule:
Monday through Friday, 8:00AM - 5:00PM, 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.

Benefits
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.