Relationship Manager

Relationship Manager (Woodland Hills, CA) Woodland Hills 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, partnering 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 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. 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. Other duties as assigned. Growth & Retention Support 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. 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 with the ability to influence and collaborate across teams. Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions This position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. Routine sitting and standing periods are required. No heavy lifting over 10 lbs. Base Pay Range $71,000 – $85,000 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 including two high‑deductible health plans and a traditional co‑pay medical plan Health Savings Account (HSA) with company contributions if enrolled in an HDHP medical plan 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, supplemental STD, and parental leave (8 weeks) Adoption assistance reimbursement program Company‑paid concierge services for aging parents, young children, and life’s challenges 401(k) retirement plan with traditional and Roth options and a per‑pay‑period match, plus an after‑tax option Pet insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing Equal Opportunity & Accommodation 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 View email address on click.appcast.io. This inbox is for accommodation requests only. #J-18808-Ljbffr