Teams at Mercer Advisors

The Relationship Manager I ensures excellence in client service within Wealth Management, supporting advisors and enhancing client relationships through strategic partnership and oversight of service workflows.

Manage local event project intake, planning, logistics, vendor relationships, and post-event measurement. Create event collateral, manage registrations and Salesforce campaigns, reconcile budgets, administer sponsorship approvals, and coordinate special projects with content, finance, and compliance teams.

Serve as primary investment liaison for Wealth Advisors: consult on portfolio strategy, manage and audit implementations, support integrations of acquired firms, create investment deliverables for prospects, coordinate with trading, compliance, and operations, and train/mentor new consultants to ensure timely, accurate service.