or apply directly on Mercer Advisors's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 53 days Mercer Advisors's roles stay open a median of 53 days
- Reposted
- No
- Salary listed
- No 0% of Mercer Advisors's roles list one
- Ghost-job risk at Mercer Advisors
- high 63 stale, 5 reposted of 104 open
- Hiring momentum
- 167 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-26
Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.
About this role
The Relationship Manager at Mercer Advisors is responsible for delivering exceptional client service to ultra-high-net-worth clients, acting as their primary contact for day-to-day needs. This role involves optimizing client deliverables, managing operational challenges, and identifying growth opportunities within existing client relationships. The position requires collaboration with the Wealth Management Team to ensure client satisfaction and retention while also preparing for client meetings and implementing advanced planning techniques as necessary.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.
What you need
- Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)
- Minimum 5 years of industry related experience
- Client-facing experience with individuals having a net worth of 25M+
- Exceptional oral and written communication skills
- Strong analytical and organization skills
- Ability to multi-task and manage several projects at once
Nice to have
- Series 65 certification (optional)
- Notary designation
What you get
- 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
Worth weighing
- Role requires client support outside of normal business hours
- Position involves working in a professional office environment with assigned workstations
- No mention of remote work options beyond hybrid arrangement
Summarised from Mercer Advisors's posting. Read the full original.
Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-26. PitchMeAI is not the employer.
More roles at Mercer Advisors
- Wealth AdvisorDenver (HQ)
- Wealth Advisor (Upstate New York)Fairport - Rochester
- Director, Targeted AcquisitionRemote, USA
- Manager, Senior Financial Planner (Dallas, TX)Dallas - Park Cities
- Wealth Advisor (Radnor, PA)Radnor
- VP, PrivacyRemote, USA
- Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)Remote, USA
- Senior Financial Planner (Newport, Beach CA)Newport Beach