Mercer Advisors
Relationship Manager (Ann Arbor, MI)
Ann Arbor
Sponsorship not specified$66k-$78kDetected 1 day ago
ComplianceCRMBusiness DevelopmentHRISLeadershipCommunicationProblem SolvingMentoring
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odds of building a lasting career here
15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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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.
Requirements
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
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
- $66,300 - $78,000 USD
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
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- 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.
Company info
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Equal opportunity
- equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
- This inbox is for accommodation requests only.
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.