Relationship Manager (Denver, CO)

Mercer Advisors•Denver, CO

2d•Hybrid

About The Position

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department that elevates service excellence across the Wealth Management team. Working closely with Wealth Advisors, the RM ensures client service commitments are implemented precisely and consistently and that client experiences meet the firm’s standards and values. The role oversees execution of the firm’s service model and contributes to practice management, client retention, and business growth. It offers a career path to Relationship Manager II and III, with increasing strategic influence, leadership, and client engagement. The position requires availability Monday through Friday, 8:00 a.m. to 5:00 p.m. Early or late hours may occasionally be needed to meet business tasks and client needs. Non-exempt employees must record their working time daily and take a 30-minute unpaid lunch. Work may take place in a professional office or a dedicated, interruption-free home office; basic technology is provided. The role routinely involves sitting and standing and does not require lifting more than 10 pounds.

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 thinking and strong ability to influence and collaborate across teams.

Responsibilities

Ensure consistent delivery of client service commitments and uphold the firm’s client experience standards.
Manage service workflows and client touchpoints to ensure timely and accurate execution.
Act as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to improve service delivery.
Lead client follow-up after meetings to ensure action items are completed and documented.
Partner with Wealth Advisors on client segmentation, service tiering, and strategic planning.
Help implement and refine the advisory team’s service model, client communication strategies, and engagement protocols.
Track and report client satisfaction metrics, service delivery KPIs, and retention trends.
Collaborate with financial planning, investment operations, compliance, and other internal departments to support alignment and efficiency.
Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
Support business development by helping advisors prepare for prospect meetings and onboard new clients.
Monitor client needs and preferences and share insights that inform advisor strategy and firm initiatives.
Perform other duties as assigned.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Medical plan options, including Cigna plans and Kaiser plans in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two dental plans.
Vision insurance.
Dependent Care Savings Account.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid parental leave (8 weeks).
Maternity benefits using company-paid short-term disability, supplemental short-term disability if applicable, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Eligible for incentive compensation through a Mercer Advisors incentive compensation program.