Relationship Manager (Walnut Creek, CA)

Strong understanding of wealth management processes and service models.

Proven ability to manage complex client relationships and resolve issues effectively.

Proficiency in CRM systems and workflow management tools.

At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

$80,750

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$95,000 USD

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

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department.  The RM is designed to elevate the delivery of service excellence across the Wealth Management team.

This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.

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.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Client Experience Oversight