Teams at Mercer Advisors

The Relationship Manager I enhances client service in wealth management by ensuring service excellence, managing client interactions, and supporting growth and retention strategies. Responsibilities include workflow management, client satisfaction tracking, and collaboration with internal teams to meet client needs and deliver top-tier service.

Prepare comprehensive financial plans (cash flow, investments, retirement, Social Security, education, stock options, estate, tax, risk). Use planning and CRM tools, collaborate with advisors and specialists, manage client documentation, improve workflows, and support implementation. Hybrid role with up to 10% travel.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.