Mercer Advisors

Mercer Advisors

Relationship Manager (Waltham, MA)

Boston, Massachusetts, United States

Sponsorship not specified$60k-$70kDetected 2 days ago
ComplianceCRMBusiness DevelopmentHRISLeadershipCommunicationProblem SolvingMentoring

About the role

  • The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department.
  • This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values.
  • The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.

Responsibilities

  • Manage service workflows and client touchpoints to ensure timely and accurate execution.
  • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
  • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.
  • Growth & Retention Support
  • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
  • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.

Nice to have

  • This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
  • At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
  • All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Skills

  • Strong understanding of wealth management processes and service models.
  • Excellent communication, organizational, and problem-solving skills.
  • Proficiency in CRM systems and workflow management tools.
  • Knowledge, Skills, and Abilities:

Compensation

  • $59,500 - $70,000 USD
  • 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

Benefits

  • 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
  • Generous paid time off program for vacation and sick days
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.