Strategic Relationship Manager - Wealth Advisory
Posted 19 days ago
mercer advisorsKansas City (MO)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Merceradvisors is seeking a Relationship Manager I in Kansas City, MO to enhance service excellence within the Wealth Management team. This strategic role involves overseeing client experiences and collaborating closely with Wealth Advisors to ensure high service standards.
The position affords a clear path for career advancement to Relationship Manager II and III, with increasing influence and leadership roles. Ideal candidates will possess exceptional communication and client management skills alongside a solid understanding of wealth management processes.
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