Relationship Manager I, UHNW (Los Angeles, CA)

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.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. For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model - which integrates financial planning, investment management, tax and estate planning, insurance, and more - was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. 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.

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. Advisor Partnership & Practice Management 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. 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 efforts by helping advisors prepare for prospect meetings and onboarding new clients. Strong understanding of wealth management processes and service models. Proven ability to manage complex client relationships and resolve issues effectively. Proficiency in CRM systems and workflow management tools. This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. 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. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Short-Term Disability; 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 Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays including a full week off at Thanksgiving. Family Medical Leave 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 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. If you need an accommodation during the application or hiring process, please email . If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection