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Wealth Client Experience Lead
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-08-02
Listing for:
Mercer-Advisors
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Mercer Advisors in Woodland Hills, CA is seeking a Relationship Manager I to elevate service delivery across the Wealth Management team. You will partner with Wealth Advisors to implement client commitments with precision and care, overseeing the firm’s service model and client experience.
This role offers a clear path to RM II and III, with expanding advisory influence, leadership, and ongoing client engagement. Standard hours are 8 AM–5 PM, with occasional early/late tasks to meet client needs.
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