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← Mercer Advisors

Relationship Manager (Charlotte, NC)

Mercer Advisors
Location
Charlotte
Posted
26 days ago
Department
Wealth Management - Client Service
What they actually want (must-haves)
  • 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
What the job really is

The Relationship Manager I at Mercer Advisors is a client-facing role focused on enhancing service delivery within the Wealth Management team. Responsibilities include overseeing client service workflows, partnering with Wealth Advisors, managing client relationships, and supporting business growth initiatives. This position offers a clear path for career advancement to higher levels of strategic influence and client engagement.

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
Things to weigh
  • No specific mention of required certifications or licenses for the role
  • Role may require early or late hours occasionally to meet business needs
  • Position may be hybrid, requiring a dedicated workspace free of interruptions
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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