PitchMeAI Jobs
Mercer Advisors

Relationship Manager (Charlotte, NC)

Mercer Advisors · Charlotte

Posted 22 days ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
22 days
Mercer Advisors's roles stay open a median of 45 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
52 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
2026-09-17

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 I at Mercer Advisors is a client-facing role focused on enhancing service delivery within the Wealth Management team. Responsibilities include overseeing client service workflows, partnering with Wealth Advisors, managing client relationships, and supporting business growth initiatives. This position offers a clear path for career advancement to higher levels of strategic influence and client engagement.

Our read on this posting3.4out of 5
benefits
5/5
freshness
4/5
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

  • 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 thinker with strong ability to influence and collaborate across teams

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

  • No specific mention of required certifications or licenses for the role
  • Role may require early or late hours occasionally to meet business needs
  • Position may be hybrid, requiring a dedicated workspace free of interruptions

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

More roles at Mercer Advisors

All 104 open roles at Mercer Advisors →

Apply to a Relationship Manager (Charlotte, NC) position at Mercer Advisors