Relationship Manager (Ann Arbor, MI)
Employment type
Full-time
Work setting
On-site
Location
Ann Arbor, MI
Schedule
Day shift
Posted
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Job overview
The Relationship Manager is a hybrid role based in Ann Arbor, MI. Compensation is not specified for this position, which supports the wealth management team at Mercer Advisors. This role exists to elevate service excellence by partnering with Wealth Advisors to implement financial plans. The manager oversees service workflows, ensures client experiences align with firm standards, and contributes to practice management and client retention.
What you'll do
- Oversee service model execution, manage client touchpoints, facilitate strategic planning, and track satisfaction metrics.
What we're looking for
- Skills & competencies
- full-timeday shiftann arbor mimercer advisorsfinancewealth managementrelationship managerclient experiencehybridonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401(k) with match, paid parental leave, concierge services.
Why this role
Offers a clear career path to Relationship Manager II and III.
About the employer
Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: f0362a34-3976-4c0e-9519-bbb578d6b20f