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Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows, resolving issues, driving client follow-up, tracking service KPIs, supporting client segmentation and onboarding, and identifying growth and retention opportunities to improve advisor practice performance.

Lead Mercer Advisors' Wealth Enablement function: centralize content strategy and curriculum, build a domain-specialized L&D team, create scalable AI-enabled training and playbooks, drive advisor adoption and measurable behavioral change, support M&A integrations, and partner cross-functionally to align enablement with product and field delivery.

Client-facing role ensuring consistent delivery of wealth management service standards. Manage service workflows, partner with advisors on segmentation and retention, track satisfaction metrics, support business development and onboarding, and resolve client issues to deepen relationships.

The Regional Vice President will engage and build client relationships to provide tailored wealth management solutions, driving sales in a collaborative environment.

The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.

Leads a market as a player-coach, serving high-net-worth clients as a senior wealth advisor while coaching and developing other advisors. Responsibilities include financial planning, investment analysis, client retention, fiduciary advice, referral-driven practice growth, regulatory compliance, and coordination with tax, estate, insurance, and portfolio experts. The role also supports acquired-practice integration and requires up to 20% travel for client meetings and training.

The Relationship Manager I ensures excellent client service delivery, collaborates with Wealth Advisors, and tracks client satisfaction metrics while supporting retention and business growth efforts.

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.

Serve as primary trusted advisor to 150–250 clients, onboard 10–50 clients annually, support regional leadership on investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention/referral goals, and travel for client meetings and trainings (up to 50%).

The Relationship Manager I oversees client service excellence, partners with Wealth Advisors, manages workflows, and enhances client experiences while supporting retention and business growth.