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Relationship Manager (Santa Barbara, CA) at Mercer Advisors - ApplyBlast

Relationship Manager (Santa Barbara, CA)

Mercer Advisors

8 days ago

4.0 on Glassdoor

San Francisco, California, United States

Hybrid

Full Time

Manager

0 applicants

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About this role

The Relationship Manager serves as a strategic, client-facing role within the Client Service department, partnering with Wealth Advisors to ensure service excellence and client retention. This position oversees the execution of the firm's service model, manages client experiences, and supports business growth through proactive engagement and practice management. The role offers a clear career path with increasing levels of strategic influence and leadership.

Responsibilities

Oversee client experience and ensure consistent service delivery
Partner with Wealth Advisors to support practice management and strategic planning
Identify growth opportunities 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.