Why Work at Mercer Advisors?

For more than 40 years, 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 31,300 families across 90+ 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.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

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 .

Responsibilities:

Client Relationship Management
- 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

Operations Management
- 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

Client Retention & Growth
- 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

Requirements:

Education:	Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)
Experience:	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
Certifications:	Series 65 optional Notary designation a plus

Job Skills:

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

Work Schedule: Monday through Friday, 8:00AM - 5:00PM, with some flexibility. Potential need for client support outside of normal business hours.

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$89,250—$105,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Relationship Manager I, UHNW (Walnut Creek, CA)

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About the role

Job Summary:

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Requirements:

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