- Страна
- США
- Зарплата
- 61 208 $ – 72 009 $
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Relationship Manager I (Morristown, NJ)
Оценка ИИВысокий балл обусловлен престижем компании (№1 RIA по версии Barron’s), прозрачной карьерной лестницей и отличным пакетом льгот, включая оплачиваемый отпуск на День благодарения и поддержку родителей. Salary соответствует начальному уровню в этой сфере.
Сложность вакансии
Оценка ИИРоль требует глубокого понимания процессов управления благосостоянием и отличных навыков работы с CRM. Основная сложность заключается в необходимости координировать работу между клиентами и внутренними отделами, соблюдая строгие стандарты фидуциарной ответственности.
Анализ зарплаты
Оценка ИИПредложенная зарплата ($61k - $72k) находится в пределах рыночной нормы для позиции начального уровня (Relationship Manager I) в Нью-Джерси, хотя и ближе к нижней границе для опытных специалистов. Дополнительные бонусы и инсентив-программы могут сделать общее вознаграждение более конкурентоспособным.
Сопроводительное письмо
I am writing to express my enthusiastic interest in the Relationship Manager I position at Mercer Advisors in Morristown. With a strong background in wealth management processes and a deep commitment to delivering exceptional client experiences, I am drawn to Mercer Advisors' reputation as a top-ranked national fiduciary and its dedication to acting in the best interests of clients.
In my previous experience, I have successfully managed complex client workflows and partnered with advisors to ensure seamless service delivery. I am particularly impressed by Mercer Advisors' integrated approach to financial planning and investment management. I am confident that my skills in CRM management, strategic practice support, and client retention will allow me to contribute effectively to your Wealth Management team and uphold the high standards that have earned the firm its #1 RIA ranking.
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Описание вакансии
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.\*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
\* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
| Job Summary: |
| The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. |
| Essential Job Functions for this role include: |
| Client Experience Oversight Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards. Manage service workflows and client touchpoints to ensure timely and accurate execution. Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery. Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented. Other duties as assigned. Advisor Partnership & Practice Management Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning. Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols. Track and report on client satisfaction metrics, service delivery KPIs, and retention trends. Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support Identify opportunities to deepen client relationships through proactive outreach and strategic engagement. Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients. Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. |
| Knowledge, Skills, and Abilities: |
| + Strong understanding of wealth management processes and service models. + Proven ability to manage complex client relationships and resolve issues effectively. + Leadership and mentoring experience within a team environment. + Excellent communication, organizational, and problem-solving skills. + Proficiency in CRM systems and workflow management tools. + Strategic thinker and strong ability to influence and collaborate across teams. |
| Work Schedule: |
| This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
| Working Conditions: |
| This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. |
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Base Pay Range
$61,208.40—$72,009.88 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. *This inbox is for accommodation requests only.*
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
Создайте идеальное резюме с помощью ИИ-агента
Навыки
- CRM
- Wealth Management
- Financial Planning
- Client Relationship Management
- Practice Management
- Project Management
Возможные вопросы на собеседовании
Проверка понимания этических стандартов компании как национального фидуциария.
Как вы понимаете роль фидуциария в отношениях с клиентом и как это влияет на вашу ежедневную работу?
Оценка навыков управления процессами и взаимодействия с советниками.
Опишите ситуацию, когда вам нужно было координировать сложный рабочий процесс между финансовым советником и операционным отделом. Как вы обеспечили точность выполнения?
Проверка навыков удержания клиентов и решения проблем.
Расскажите о случае, когда клиент был недоволен качеством обслуживания. Какие шаги вы предприняли для восстановления доверия и удержания клиента?
Оценка умения работать с данными и CRM для улучшения бизнес-показателей.
Какие KPI вы считаете наиболее важными для оценки качества обслуживания клиентов в сфере Wealth Management?
Проверка готовности к профессиональному росту в рамках структуры компании.
Данная роль предполагает карьерный путь до RM II и III. Какие навыки вы планируете развивать в первую очередь для перехода на следующий уровень?
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- Страна
- США
- Зарплата
- 61 208 $ – 72 009 $