Wealth Client Experience & Growth Manager

Mercer-Advisors; Atlanta (GA); Hybrid; USD 68,000 - 80,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D

Health Savings Account with company+

401(k) Retirement Plan with match

Paid Holidays

Generous paid time off

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate client service within our Wealth Management team. You will oversee the delivery of our service model, ensuring client experiences align with our standards and values, while supporting retention and business growth.

You will partner with Wealth Advisors to refine service protocols, manage workflows, and mentor junior staff. This role offers a defined career path to RM II and III and eligibility for incentive programs.

Qualifications

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues.
• Leadership and mentoring experience within a team environment.

Responsibilities

• Oversee client experience delivery and ensure service standards.
• Coordinate with Wealth Advisors to align client plans with firm goals.
• Lead cross‑functional initiatives to improve processes and client outcomes.
• Monitor client satisfaction metrics and retention trends.
• Support business development efforts through advisor readiness and onboarding.

Skills

Wealth management knowledge

Client relationship management

Leadership experience

Communication skills

CRM proficiency

Strategic collaboration

Tools

CRM software

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate client service within our Wealth Management team. You will oversee the delivery of our service model, ensuring client experiences align with our standards and values, while supporting retention and business growth.

You will partner with Wealth Advisors to refine service protocols, manage workflows, and mentor junior staff. This role offers a defined career path to RM II and III and eligibility for incentive programs.