Relationship Manager (Raleigh, NC)

Mercer Advisors•Raleigh, NC

About The Position

The Relationship Manager I is a strategic, client-facing role within the Client Service department. The role elevates service excellence across the Wealth Management team and partners closely with Wealth Advisors to ensure client service commitments are carried out with precision, consistency, and care. The Relationship Manager oversees execution of the firm’s service model so client experiences align with its standards and values, and contributes to practice management, client retention, and business growth. The position offers a career path to Relationship Manager II and III, with increasing strategic influence, leadership, and client engagement. The role requires availability Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional early or late hours to meet business tasks and client needs. Non-exempt employees must record their work time at the start and end of each workday and take a 30-minute unpaid lunch period. Work may be performed in a professional office or a dedicated home office workspace free of interruptions; basic technology needs will be provided. The position involves routinely sitting and standing, with no heavy lifting over 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 the ability to influence and collaborate across teams.

Responsibilities

Ensure consistent delivery of service commitments and uphold the firm’s client experience standards.
Manage service workflows and client touchpoints for timely and accurate execution.
Act as a liaison between clients and internal teams, resolving issues and identifying ways to improve service delivery.
Lead post-meeting client follow-up 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, including 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 high-deductible and traditional co-pay plans; Kaiser plans are available in California.
Health Savings Account with company contributions for employees enrolled in an eligible high-deductible medical 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, including company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving and other needs.
401(k) retirement plan with Traditional and Roth options, a per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Incentive compensation eligibility.