Relationship Manager (Denver, CO)
About The Position
The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. Working closely with Wealth Advisors, the RM ensures that client service commitments are implemented with precision, consistency, and care. The role oversees execution of the firm’s service model so client experiences meet the firm’s standards and values, and contributes to practice management, client retention, and business growth. The Relationship Manager manages client service workflows and touchpoints, follows up after client meetings, resolves service issues, and coordinates with internal teams. The role also partners with Wealth Advisors on client segmentation, service tiering, service-model improvements, client communications, and strategic planning. It supports relationship growth and business development by identifying client needs, assisting with prospect meetings, and helping onboard new clients. The position offers a career path to Relationship Manager II and III, with increasing strategic influence, leadership, and client engagement. The schedule is Monday through Friday, 8 a.m. to 5 p.m., with occasional early or late hours to meet business needs. The position may be based in a professional office or a dedicated, interruption-free home office workspace; basic technology is provided. The work routinely involves 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 in 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 client 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 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.
- Help advisors prepare for prospect meetings and support onboarding of 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 health 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 of eight weeks.
- Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
