Relationship Manager I, UHNW (Los Angeles, CA)

Job Summary For 40 years, Mercer Advisors has helped families amplify and simplify their financial lives. Relationship Manager 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, overseeing the firm’s service model and contributing to client retention and business growth. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Responsibilities Ensure consistent delivery of service commitments and act as a steward of 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 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 (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. Qualifications 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 strong ability to influence and collaborate across teams. Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8:00 AM to 5:00 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All non‑exempt roles 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. Working Conditions The position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. Basic technology needs will be provided to satisfy position requirements. The role involves routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Base Pay Range

$89,250 – $105,000 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 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, supplemental STD, and Parental Leave (8 weeks) 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 and per‑pay‑period match Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing Equal Opportunity Employer 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 Mercer Advisors