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Relationship Manager I at Mercer Advisors - ApplyBlast

Relationship Manager I

Mercer Advisors

7 days ago

4.0 on Glassdoor

Denver, Colorado, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Relationship Manager I is a strategic, client-facing role within the Client Service department designed to elevate service excellence across the Wealth Management team. This position partners with Wealth Advisors to ensure service commitments are implemented with precision, consistency, and care while overseeing the execution of the firm’s service model. The role plays a critical part in practice management, client retention, and business growth as a key contributor to the advisory team's success.

Responsibilities

Oversee execution of the firm's service model and ensure client experience standards
Partner with Wealth Advisors to support client segmentation and strategic planning
Identify opportunities to deepen client relationships and support business development efforts

Skills

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.