Relationship Manager, UHNW; Minneapolis​/St. Paul, MN

Relationship Manager, UHNW (Minneapolis/St. Paul, MN)

Minneapolis

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

The Relationship Manager is a key member of the Client’s Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification & Implementation of Advanced Planning techniques for clients as needed.

• Client Relationship Management
  • Responsible for delivering world class client service experience to UHNW clients
  • Client's key point of contact on the Wealth Management Team for day-to-day needs
  • Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs
  • Responsible for preparing Regis WMT team for client meetings with various reports and analysis
  • Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.
  • Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours
• Operations Management
  • Optimizes productivity by coordinating and prioritizing client deliverables
    
    Manages escalation process for client needs or any operational issues or challenges with Custodians
  • Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments
  • Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed
  • Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests
• Client Retention & Growth
  • Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered
  • Build strategies to win new assets from existing clients by monitoring life events and outside assets
  • Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals
  • Monitor progress toward team goals

Education:

• Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

• Minimum 5 years of industry related experience
• Client-facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner

Certifications:

• Series 65 optional

• Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
• Exceptional oral and written communication skills
• Strong analytical and organization skills
• Ability to multi-task and manage several projects at once
• Strong proficiency with financial planning…