Relationship Manager I (Austin, TX)

Mercer Advisors has worked with families for 40 years to amplify and simplify their financial lives. We offer integrated financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 U.S. cities and are ranked the #1 RIA Firm by Barron’s. Job Summary The Relationship Manager (RM) I is a strategic, client‑facing role within the Client Service department. The RM partners closely with Wealth Advisors to ensure service commitments made 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. This role plays a critical part in practice management, client retention, and business growth, serving as a key contributor to the advisory team’s success, and offers a clear career path to RM II and III. Essential Job Functions for this role include: Client Experience Oversight Ensure consistent delivery of service commitments to clients, acting as a steward of the firm’s client experience standards. Manage service workflows and client touchpoints for timely and accurate execution. Serve as 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. Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning. Facilitate 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. 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 new clients. Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities 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. Work Schedule This professional role requires availability during standard business hours Monday through Friday 8 AM–5 PM. The role may occasionally require early or late hours to meet business tasks and deadlines for clients. Working Conditions Position may be performed in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided. The role involves routine sitting and standing for periods of time; no heavy lifting over 10 lbs. Compensation Actual base pay within this range will be based on geographic location, experience, education, skills, and licenses. This position is eligible for incentive compensation through Mercer Advisors’ incentive compensation programs. Base Pay Range: $59,500 – $70,000 USD Benefits 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 (two HDHPs and one traditional co‑pay plan) Health Savings Account (HSA) with company contributions if enrolled in an HDHP 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 and supplemental STD plus parental leave Adoption Assistance Reimbursement Program Company‑Paid Concierge Services for you and your loved ones 401(k) Retirement Plan with Traditional, Roth, and after‑tax options with per‑pay‑period match Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals 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 View email address on click.appcast.io. This inbox is for accommodation requests only. #J-18808-Ljbffr Mercer Advisors