Relationship Manager; Cincinnati, OH

Overview

Mercer Advisors has more than 40 years of experience 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 comprehensive care once reserved for the wealthiest households. Today, we serve over 31,300 families across 90+ cities in the U.S. Mercer Advisors is ranked #1 among RIA firms by Barron’s for two consecutive years and is an independent fiduciary legally bound to act in our clients’ best interests — always.

Mercer Advisors offers a workplace that values talent and diversity, with a flexible, national footprint that supports teams wherever they are. Join us to help families amplify and simplify their financial lives with confidence.

Job Summary

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM elevates service excellence across the Wealth Management team, partnering with Wealth Advisors to ensure that service commitments to clients are implemented with precision, consistency, and care. The RM oversees the execution of the firm’s service model, ensuring client experiences align with the firm’s standards and values.

The role supports practice management, client retention, and business growth and offers a clear career path to Relationship Manager II and III.

• Client Experience Oversight: ensure the consistent delivery of service commitments and act as a steward of the firm’s client experience standards; manage service workflows and client touchpoints to ensure timely and accurate execution; serve as a strategic liaison between clients and internal teams; resolve issues and identify opportunities to enhance service delivery; lead client follow-up initiatives post-meetings to ensure action items are completed and documented;
  
  other duties as assigned.
• Advisor Partnership & Practice Management: partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning; implement and refine the advisory team’s service model, including client communication strategies and engagement protocols; track and report on client satisfaction metrics, service delivery KPIs, and retention trends; collaborate with internal departments to ensure alignment and efficiency.
• Growth & Retention Support: identify opportunities to deepen client relationships through proactive outreach and strategic engagement; support business development by helping advisors prepare for prospect meetings and onboarding; maintain awareness of client needs and preferences to inform advisor strategy and firm initiatives.

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Leadership and mentoring experience within a team environment.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency in CRM systems and workflow management tools.
• Strategic thinker with the ability to influence and collaborate across teams.

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Base Pay Range: $68,000 - $80,000 USD. This range is based on location, experience, education, skills and licenses/certifications. The position is eligible to earn incentive compensation through Mercer Advisors’ programs.

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D;
  Short-Term Disability;
  Accident;
  Critical Illness; and Hospital Indemnity Insurance
• Medical plans and Health Savings Account options
• Retirement plan with matching
• Dental, Vision, and other voluntary benefits
• Paid holidays, vacation, and sick leave
• Employee Assistance Plan and Family Medical Leave
• Paid Parental Leave and adoption assistance
• Employee wellness and support programs
• 401(k) with traditional and Roth options

EEO notice and privacy information are available through Mercer Advisors. This description does not imply a contract of employment and Mercer Advisors reserves the right to modify job duties at any time. If you need an accommodation during the application or hiring process, please email