Merceradvisors6h ago

New

USD 70000-75000/yr

Relationship Manager (Houston, TX)

United States·Houstonmid

OtherRelationship Manager

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Mercer

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OtherRelationship Manager

What We Offer

~6 min read

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.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.

This role is responsible for overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Essential Job Functions for this role include:

Client Experience Oversight

✓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 in implementing and refining 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 and strong ability to influence and collaborate across teams.

✓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 plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

✓Kaiser Medical plans available in California

✓Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

✓Two comprehensive Dental Plans

✓Vision Insurance Plan

✓Dependent Care Savings Account for child and dependent care.

✓14 Company Paid Holidays including a full week off at Thanksgiving.

✓Generous paid time off program for vacation and sick days

✓Employee Assistance Plan

✓Family Medical Leave

✓Paid Parental Leave (8 weeks)

✓Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

✓Adoption Assistance Reimbursement Program

✓Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

✓401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

✓Pet Insurance

✓Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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