Wealth Client Experience Manager — Growth & Impact

Mercer Advisors; Boulder (CO); Hybrid; USD 59,500 - 70,000; Full time

Benefits offered by this job

Health plans

Disability insurance

Paid holidays

Paid parental leave

Life Insurance

HSA contributions

Dental plans

Vision insurance

401(k) plan

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within our Wealth Management team in the United States. This client-facing role partners with Wealth Advisors to ensure commitments are implemented with precision and care.

The RM I focuses on practice management, client retention, and growth, serving as a key contributor to advisory success. A clear path exists to RM II and III with expanding influence and leadership opportunities.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Wealth management processes

Client relationship management

Leadership

Communication

Strategic collaboration

Tools

CRM systems

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within our Wealth Management team in the United States. This client-facing role partners with Wealth Advisors to ensure commitments are implemented with precision and care.

The RM I focuses on practice management, client retention, and growth, serving as a key contributor to advisory success. A clear path exists to RM II and III with expanding influence and leadership opportunities.