Relationship Manager - Regis

Mercer Advisors•New York, NY

13d•$89,250 - $105,000•Hybrid

About The Position

The Relationship Manager is a key member of the Client's Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification & Implementation of Advanced Planning techniques for clients as needed. Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Requirements

Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)
Minimum 5 years of industry related experience
Client-facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner
Series 65 optional
Notary designation a plus
Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
Exceptional oral and written communication skills
Strong analytical and organization skills
Ability to multi-task and manage several projects at once
Strong proficiency with financial planning software and Microsoft Office Products
Client Relationship Management (CRM) experience
Flexible, Reliable, Trustworthy, and Confidential with all matters
Ability to successfully escalate client request in a timely manner

Responsibilities

Responsible for delivering world class client service experience to UHNW clients
Client's key point of contact on the Wealth Management Team for day-to-day needs
Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs
Responsible for preparing Regis WMT team for client meetings with various reports and analysis
Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.
Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours
Optimizes productivity by coordinating and prioritizing client deliverables
Manages escalation process for client needs or any operational issues or challenges with Custodians
Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments
Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed
Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests
Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered
Build strategies to win new assets from existing clients by monitoring life events and outside assets
Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals
Monitor progress toward team goals

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