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About the Role

The Relationship Manager is a key member of the Client's Wealth Management Team, working collaboratively to ensure world-class customer service, increase productivity, identify growth opportunities, and implement advanced planning techniques for clients.

Responsibilities

Deliver world-class client service experience to UHNW clients.
Serve 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 to anticipate needs.
Prepare the Regis WMT team for client meetings with various reports and analysis.
Provide extensive experience, swift identification of planning opportunities, and operational expertise for effective resolution of client needs.
Respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours.
Optimize productivity by coordinating and prioritizing client deliverables.
Manage the escalation process for client needs or any operational issues or challenges 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 directly with custodians for time-sensitive client requests.
Directly impact growth and client retention by driving high client satisfaction and adoption of additional services.
Build strategies to win new assets from existing clients by monitoring life events and outside assets.
Develop and monitor strategy for increased community-sourced referrals.
Monitor progress toward team goals.

Requirements

Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related).
Minimum 5 years of industry-related experience.
Client-facing experience required.
Ability to interact with individuals with a net worth of $25M+ in a professional and confidential manner.
Series 65 optional.
Notary designation a plus.
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 requests in a timely manner.

Skills

Financial planning software
Microsoft Office Products
Client Relationship Management (CRM)

Location

National footprint

Work Type

Hybrid

Experience Level

Minimum 5 years of industry related experience
Client-facing experience required

Education Level

Bachelor's degree or equivalent

Salary/Compensations

$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 offerings 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
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

About the Company

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 the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across 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 — always.
Mercer Advisors offers a workplace that stands apart in the financial industry.
More than half of our employees and client-facing professionals are women, reflecting the clients we serve.
With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.

Equal Opportunity

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.