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Wealth Client Lead

Job in Jackson, Madison County, Tennessee, 38303, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-07-01
Job specializations:
  • Management
    Client Relationship Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 63750 - 75000 USD Yearly USD 63750.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Experience Lead

Mercer Advisors is seeking a Relationship Manager (RM) I in Tennessee. This client-facing role enhances service excellence across the Wealth Management team, collaborating closely with Wealth Advisors to execute service commitments. The RM I oversees the firm’s service model, ensuring client experiences are aligned with standards.

Offering career growth to Relationship Manager II and III, the role involves managing client relationships, supporting business development, and tracking client satisfaction metrics.

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