Relationship Manager; Philadelphia

Job Summary

The Relationship Manager (RM) I is a strategic, client‑facing role within the Client Service department. This role partners closely with Wealth Advisors to elevate service excellence across the Wealth Management team. Responsibilities include overseeing the execution of the firm’s service model, ensuring client experiences align with standards and values, and contributing to practice management, client retention, and business growth. The position offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

• Ensure the consistent delivery of service commitments made to clients, acting 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, resolving issues and identifying opportunities to enhance service delivery.
• Lead client follow‑up initiatives post‑meetings to ensure all action items are completed and documented.
• Other duties as assigned.

• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Facilitate the implementation and refinement of 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 (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.

• Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
• Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
• Maintain a pulse on client needs and preferences, surfacing insights that 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 a strong 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 a 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 needs will be provided to satisfy position requirements. The role involves routine sitting and standing for periods of time. No heavy lifting over 10lbs.

Base Pay Range: $72,250 - $85,000 USD

Compensation is based on a variety of factors, including geographic location, relevant experience, education, skills, and licenses/certifications. The position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation 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
• Three Cigna medical plan offerings, including two high deductible health plans and a traditional co‑pay plan
• Kaiser medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in an HDHP medical plan
• Two comprehensive dental plans
• Vision insurance plan
• Dependent care savings account for child and dependent care
• 14 company‑paid…