Relationship Manager I, UHNW (Walnut Creek, CA)

Mercer Advisors • Walnut Creek, CA

1d • Hybrid

About The Position

Mercer Advisors is seeking a Relationship Manager I, UHNW to join their team. This role is responsible for delivering a boutique-level and highly intimate experience to ultra-high-net-worth clients ($25M+), backed by the firm's expertise in wealth management. The Relationship Manager I partners closely with Wealth Advisors to ensure service commitments are met with precision and care, playing a critical role in practice management, client retention, and business growth. This position offers a clear career path to Relationship Manager II and III. The role involves overseeing the execution of the firm’s service model, ensuring client experiences align with the firm’s standards and values. The Relationship Manager I will work as part of a team with specialists to assist private investors, business owners, company executives, creators, and those stewarding generational wealth in overcoming obstacles and achieving their goals.

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 and strong ability to influence and collaborate across teams.

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.
• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Facilitate in implementing and refining 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.
• 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.
• Other duties as assigned.

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) 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed