Relationship Manager (Naples, FL)

In breve

Mercer Advisors, a nationally‑ranked independent fiduciary, provides comprehensive financial planning, investment management, tax, estate and insurance services to more than 42,800 families across the United States. The firm is seeking a Relationship Manager I in Naples, FL to act as a strategic, client‑facing partner within the Client Service department, supporting Wealth Advisors and ensuring the firm's service model is executed with precision and consistency. In day‑to‑day work the Relationship Manager will oversee client experience delivery, managing service workflows, client touchpoints and post‑meeting follow‑up to guarantee that all action items are completed and documented. The role also partners with Wealth Advisors on client segmentation, service tiering and strategic planning, while tracking satisfaction metrics, service‑delivery KPIs and retention trends. Additional duties include collaborating with financial planning, investment operations and compliance teams, identifying opportunities to deepen relationships through proactive outreach, and assisting advisors with prospect preparation and new‑client onboarding. The position requires a solid grasp of wealth‑management processes and service models, proven ability to handle complex client relationships, and strong leadership or mentoring experience in a team setting. Candidates must demonstrate excellent communication, organization and problem‑solving skills, be comfortable influencing cross‑functional teams, and possess proficiency with CRM platforms and workflow‑management tools. The role follows a standard Monday‑through‑Friday schedule of 8 a.m. to 5 p.m., with occasional early or late hours to meet business deadlines, and is classified as non‑exempt, requiring daily time‑keeping. The role can be performed in a professional office or a dedicated home office free of interruptions, with basic technology provided. Mercer Advisors highlights a flexible, national footprint and a culture where more than half of client‑facing staff are women, reflecting the diversity of its client base. The position offers a clear career path to Relationship Manager II and III, expanding strategic influence, leadership responsibilities and client engagement over time. What the role asks for: - Strong understanding of wealth‑management processes and service models - Proven ability to manage complex client relationships - Leadership or mentoring experience within a team environment - Excellent communication, organizational and problem‑solving skills - Proficiency in CRM systems and workflow‑management tools - Ability to work standard business hours, Monday‑Friday 8 a.m., 5 p.m. - Willingness to work occasional early or late hours to meet deadlines - Nice‑to‑have: strategic thinking and cross‑team influencing ability