Relationship Manager (Cincinnati, OH)

Mercer Advisors•Cincinnati, OH

8h•Hybrid

About The Position

Mercer Advisors is a leading independent advisory firm with over 40 years of experience helping families manage their financial lives by integrating financial planning, investment management, business management, tax, estate, and insurance services. We provide comprehensive care to over 31,300 families across the U.S. and are recognized as a top RIA Firm by Barron's. As an independent fiduciary, we are legally bound to act in our clients' best interests. Mercer Advisors fosters a diverse and inclusive workplace, with over half of our employees and client-facing professionals being women. We offer a flexible, national footprint and build our teams around exceptional talent. Join us to help families amplify and simplify their financial lives with confidence. The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department, designed to enhance service excellence within the Wealth Management team. This role partners closely with Wealth Advisors to ensure client service commitments are implemented with precision and consistency. The RM oversees the execution of the firm’s service model, ensuring client experiences align with company standards and values. This role is crucial for practice management, client retention, and business growth, contributing significantly to the advisory team's success. It offers a clear career path to Relationship Manager II and III, with increasing responsibilities in strategic influence, leadership, and client engagement.

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.

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