Relationship Manager (Houston, TX)

Mercer Advisors•Houston, TX

11h•$63,750 - $75,000•Hybrid

About The Position

The Relationship Manager I is a strategic, client-facing role in the Client Service department. The position partners closely with Wealth Advisors to ensure service commitments are implemented precisely, consistently, and with care. It oversees execution of the firm’s service model so client experiences align with the firm’s standards and values, and contributes to practice management, client retention, and business growth. The role offers a career path to Relationship Manager II and III, with increasing strategic influence, leadership, and client engagement. The position is based in Houston, Texas, and is identified as hybrid. It requires availability Monday through Friday from 8 a.m. to 5 p.m.; occasional early or late hours may be needed to meet business tasks and client needs. The work may take place in a professional office or a dedicated, interruption-free home office, with basic technology provided. The job 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.
Availability during standard business hours, Monday through Friday, 8 a.m. to 5 p.m., with occasional early or late hours as needed.

Responsibilities

Ensure consistent delivery of client service commitments and uphold the firm’s client experience standards.
Manage service workflows and client touchpoints to support timely, 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, 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, sharing 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 HDHPs and a traditional co-pay plan; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either HDHP medical plan.
Two 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, supplemental short-term disability if elected, and parental leave.
Adoption Assistance Reimbursement Program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Incentive compensation eligibility.