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Relationship Manager

Mercer Advisors · San Francisco, CA

Compensation

$80k – $95k /yr

Employment type

Full-time

Work setting

On-site

Location

San Francisco, CA

Schedule

Day shift

Posted

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Job overview

The Relationship Manager is a hybrid role based in San Francisco, CA, responsible for client service and practice management. Compensation is $80,750–$95,000 per year, and this role supports the wealth management team at Mercer Advisors. This role exists to elevate service excellence by partnering with Wealth Advisors to manage client relationships. The manager contributes to the firm's growth by ensuring service commitments are met, overseeing client workflows, and supporting business development efforts.

What we're looking for

Skills & competencies
full-time
day shift
san francisco ca
finance
wealth management
relationship manager
client service
practice management
hybrid
$80k-$95k/yr
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical/dental/vision insurance, 401k with match, paid parental leave, concierge services, pet insurance.

About the employer

Mercer Advisors is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.

Additional details

Industry sector
52
Industry
Miscellaneous Intermediation
Occupation code
13-2052.00
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