Relationship Manager, UHNW (Minneapolis/St. Paul, MN) - Mercer Advisors

Job Summary:

The Relationship Manager is a key member of the Client's Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification & Implementation of Advanced Planning techniques for clients as needed .

Responsibilities:

• Client Relationship Management
  • Responsible for delivering world class client service experience to UHNW clients
  • Client's key point of contact on the Wealth Management Team for day-to-day needs
  • Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs
  • Responsible for preparing Regis WMT team for client meetings with various reports and analysis
  • Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.
  • Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours

• Operations Management
  • Optimizes productivity by coordinating and prioritizing client deliverables
  • Manages escalation process for client needs or any operational issues or challenges with Custodians
  • Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments
  • Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed
  • Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests

• Client Retention & Growth
  • Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered
  • Build strategies to win new assets from existing clients by monitoring life events and outside assets
  • Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals
  • Monitor progress toward team goals

Requirements:

Work Schedule: Monday through Friday, 8:00AM - 5:00PM, with some flexibility. Potential need for client support outside of normal business hours.

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

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