Relationship Manager (Santa Barbara, CA)

Mercer Advisors•Santa Barbara, CA

3d•$72,000 - $85,000•Hybrid

About The Position

The Relationship Manager I is a strategic, client-facing role in the Client Service department. Working closely with Wealth Advisors, the Relationship Manager ensures service commitments are delivered precisely and consistently, and that client experiences meet the firm’s standards and values. The role supports practice management, client retention, and business growth, and contributes to the advisory team’s success. 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., with occasional early or late hours to meet business tasks and client needs. The role requires one day each week in the Walnut Creek office, with the remainder worked from home or the San Francisco office. The work environment may be a professional office or a dedicated, interruption-free home office. Basic technology will be 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 in a team environment.
Excellent communication, organizational, and problem-solving skills.
Proficiency with CRM systems and workflow management tools.
Strategic thinking and the 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 for timely, accurate execution.
Act as a liaison between clients and internal teams, resolving issues and identifying ways to improve service.
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 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.
Three Cigna medical plan options, including two High Deductible Health Plans and a traditional co-pay plan.
Kaiser medical plans available in California.
Health Savings Account with company contributions for employees enrolled in either HDHP medical plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
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 of eight weeks.
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and eight weeks of 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 one of Mercer Advisors’ incentive compensation programs.