Relationship Manager (hunt Valley, Md)

Mercer Advisors

Hunt Valley, Maryland, United States
Base: $68,000 - $80,000 usd; bonus/equity: eligibl...
On-site
Wealth management process knowledge
Crm system proficiency
Client relationship management
Mercer Advisors is an independent fiduciary ranked #1 RIA Firm in the nation by Barron's for two consecutive years

Job Summary

  • Mercer Advisors is an independent fiduciary ranked #1 RIA Firm in the nation by Barron's for two consecutive years.
  • The Relationship Manager partners closely with Wealth Advisors to ensure service commitments are implemented with precision and care.
  • The role offers a clear career path to Relationship Manager II and III with increasing levels of strategic influence.

Matching Summary

Mercer Advisors is an independent fiduciary ranked #1 RIA Firm in the nation by Barron's for two consecutive years.

Salary

Base: $68,000 - $80,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, life insurance, and paid time off

Skills & Requirements

Must-have

  • Wealth management process knowledge
  • CRM system proficiency
  • Client relationship management
  • Service model execution
  • Cross-functional collaboration

Nice-to-have

  • Strategic thinking abilities
  • Leadership and mentoring experience
  • Proactive client outreach skills
  • Strong problem-solving capabilities
  • Excellent communication skills

Key Requirements

  • Strong understanding of wealth management processes
  • Proficiency in CRM systems and workflow tools
  • Experience managing complex client relationships

Work Rights

Not specified

Tailored Resume

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