Relationship Manager (Santa Barbara, CA)

Mercer Advisors•Santa Barbara, CA

2d•Hybrid

About The Position

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department that elevates service excellence across the Wealth Management team. The RM partners closely with Wealth Advisors to ensure client service commitments are implemented precisely, consistently, and with care, and oversees execution of the firm’s service model so client experiences align with its standards and values. The role contributes to practice management, client retention, and business growth, and offers a career path to Relationship Manager II and III, with increasing strategic influence, leadership, and client engagement. The position requires availability during standard business hours, Monday through Friday, from 8 a.m. to 5 p.m. Early or late hours may occasionally be needed to meet business tasks and internal or external client needs. Non-exempt employees must record their working time daily, including the start and end of each workday and a 30-minute unpaid lunch period. The role may be performed in a professional office environment or a dedicated, interruption-free home office workspace. Basic technology will be provided. It requires one day each week in the Walnut Creek office, with the remainder worked from home or the San Francisco office. The role involves routinely sitting and standing; no heavy lifting over 10 pounds is required. Base pay is $72,000–$85,000, with eligibility for incentive compensation. Actual pay depends on factors including location, relevant experience, education, skills, and licenses or certifications.

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 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 to ensure timely and accurate execution.
Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities 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.
Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health 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 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.
Eligibility for incentive compensation through a Mercer Advisors incentive compensation program.