Enter a job title or keyword

Relationship Manager (San Francisco, CA)

Mercer Advisors

Job Location:

San Francisco, CA - USA

Monthly Salary: $ 80750 - 95000

Posted: 7 August 2026 (4 days ago)

Application Deadline: 4 November 2026

Vacancies: 1 Vacancy

Job Summary

Why Work at Mercer Advisors

For more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today we serve over 42800 families across 110 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons for two consecutive years Mercer Advisors is an independent fiduciary legally bound to act in our clients best interests always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women reflecting the clients we serve. With a flexible national footprint we build our teams around exceptional talent wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons 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 Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.

Job Summary:

TheRelationship Manager (RM) Iis 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 foroverseeing the execution of the firms service model ensuring that client experiences align with the firms standards and values. The Relationship Manager I plays a critical role inpractice managementclient retention andbusiness growth serving as a key contributor to the success of the advisory team.

This role offers a clear career path toRelationship 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 firms 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 teams 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.

This role requires 1 day each week in the Walnut Creek office (immediately adjacent to Walnut Creek BART) and the remainder from home or from our San Francisco office.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors including but not limited to the applicants 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

$80750 - $95000 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 lifes 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
Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing

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. This inbox is for accommodation requests only.

For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review ourApplicant Notices and Employment Rights.

If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection

If you are a resident of Washington State learn more about your rights under the Washington Fair Chance Acthere.

Required Experience:

Apply Now