Relationship Manager

Job overview

The Relationship Manager role is hybrid in Raleigh, NC, with a base pay range of $58,225–$68,500 per year, plus eligibility for incentive compensation. Mercer Advisors provides integrated financial planning and investment management to families and is an independent fiduciary. The role oversees client service delivery and partners with Wealth Advisors to ensure commitments are completed accurately and consistently. It supports practice management, client retention, and business growth through service workflows, client follow-up, and proactive relationship development.

What you'll do

• Manage client service workflows and touchpoints
• serve as liaison between clients and internal teams
• resolve issues and lead post-meeting follow-up
• partner with Wealth Advisors on client segmentation, service tiering, and planning
• track satisfaction metrics, service KPIs, and retention trends
• collaborate with internal departments
• identify opportunities to deepen relationships
• support prospect meetings and onboarding.

What we're looking for

Skills & competencies

relationship manager

raleigh nc

hybrid

mercer advisors

$58,225–$68,500/year

client service

wealth management

client retention

financial planning

investment management

monday–friday

incentive compensation

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision plans
• life and disability insurance
• paid holidays and paid time off
• paid parental leave
• 401(k) match
• adoption assistance
• employee assistance plan.

Why this role

Career path to Relationship Manager II and III; Monday–Friday, 8 a.m.–5 p.m. standard business hours, with occasional early or late hours as needed.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.