Relationship Manager I, UHNW (Walnut Creek, CA)

Job Summary: The Relationship Manager is a key member of the Client's Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world‑class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification & Implementation of Advanced Planning techniques for clients as needed. Responsibilities: Client Relationship Management Responsible for delivering world class client service experience to UHNW clients Client's key point of contact on the Wealth Management Team for day‑to‑day needs Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs Responsible for preparing Regis WMT team for client meetings with various reports and analysis Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs. Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours Operations Management Optimizes productivity by coordinating and prioritizing client deliverables Manages escalation process for client needs or any operational issues or challenges with Custodians Responsible for the implementation of complex account‑related topics such as 10b5‑1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed Ensure compliance with industry‑standard licensing and the capability to execute trades and money movement directly with custodians for time‑sensitive client requests Client Retention & Growth Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered Build strategies to win new assets from existing clients by monitoring life events and outside assets Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals Monitor progress toward team goals Requirements: Education: Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: Minimum 5 years of industry related experience; Client‑facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner Certifications: Series 65 optional; Notary designation a plus Job Skills: Self‑motivated, well‑organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion Exceptional oral and written communication skills Strong analytical and organization skills Ability to multi‑task and manage several projects at once Strong proficiency with financial planning software and Microsoft Office Products Client Relationship Management (CRM) experience Flexible, Reliable, Trustworthy, and Confidential with all matters Ability to successfully escalate client request in a timely manner Work Schedule: Monday through Friday, 8:00AM - 5:00PM, with some flexibility. Potential need for client support outside of normal business hours. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Pay: Base Pay Range: $89,250 – $105,000 USD. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. 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 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 Equal Opportunity Employer Statement: 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. #J-18808-Ljbffr Merceradvisors