Client Relationship Manager
Job Description
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
Position
An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Rockefeller Global Family Office Team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Assisting senior advisors in preparing deliverables and participating in client meetings
- Communicating with clients on both a scheduled and an ad hoc basis
- Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
- Coordinate ongoing communication with clients’ CPAs and attorneys to facilitate timely delivery of tax documents and other legal materials
- Manage proactive client outreach related to required minimum distributions (RMDs), ensuring accuracy and timeliness
- Track and coordinate periodic portfolio review meetings in partnership with the Advisor team
- Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
- Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
Qualifications
- 5-10 years of relevant experience, working within an RIA in a client service or operational capacity is preferred
- Bachelors degree, with a business/finance focus preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
- Proficiency in Microsoft Office suite
Skills
- Strong interpersonal, organizational, and client service skills
- Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
- Demonstrated initiative and ability to work independently
- Strong quantitative, qualitative, and technical skills
- Ability to prioritize tasks and meet deadlines
- Strong attention to detail and recognition of critical issues
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
- 5-10 years of relevant experience, working within an RIA in a client service or operational capacity is preferred
- Bachelors degree, with a business/finance focus preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
- Proficiency in Microsoft Office suite
- Assisting senior advisors in preparing deliverables and participating in client meetings
- Communicating with clients on both a scheduled and an ad hoc basis
- Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
- Coordinate ongoing communication with clients’ CPAs and attorneys to facilitate timely delivery of tax documents and other legal materials
- Manage proactive client outreach related to required minimum distributions (RMDs), ensuring accuracy and timeliness
- Track and coordinate periodic portfolio review meetings in partnership with the Advisor team
- Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
- Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities