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Senior Principal Test Engineer - 20673
CORP-Corporate Office
United States
…individuals. This position will be located in Roy, UT and will support the Sentinel (GBSD) program. This position will be part of our Aerospace Vehicle Equipment (AVE) On Board Test…
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Senior Principal Systems Test Engineer - 20672
CORP-Corporate Office
United States
…individuals. This position will be located in Roy, UT and will support the Sentinel (GBSD) program. This position will be part of our Aerospace Vehicle Equipment (AVE) On Board Test…
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Staff Test Engineer - 18942
CORP-Corporate Office
United States
…individuals. This position will be located in Roy, UT and will support the Sentinel (GBSD) program. This position will be part of our Aerospace Vehicle Equipment (AVE) On Board Test…
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Industrial / Principal Industrial Engineer- Affordability Engineer - 18288
CORP-Corporate Office
United States
Project Management certification (e.g., PMP) or demonstrable project management experience.
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Sr Principal Linux Systems Administrator - Polygraph
CORP-Corporate Office
United States
Maintain operations of multi-user computer systems working with system engineers, PC desktop technicians, networking engineers, project managers, end users, and IT/Cyber management.
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Principal Network Administrator - Polygraph
CORP-Corporate Office
United States
…fuel those missions. By joining in our shared mission, we will support yours by expanding your personal network and developing skills, whether you are new to the field or an industry…
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Manager Supply Chain Programs 3
CORP-Corporate Office
United States
…budget, and execution of all material and services content in support of the Radar Accelerated Development and Radar Advanced Product Family Operating Units. The selected candidate will…
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Principal / Sr Principal Facilities Engineer (Level 3 or 4)
CORP-Corporate Office
United States
In this role, you will lead the execution and management of facilities projects that support the sustaining infrastructure, equipment, and program facilitation requirements. This will…
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Software Engineer / Principal Software Engineer
CORP-Corporate Office
United States
The Ballistic Missile and Analysis Services (BMAS) program within Northrop Grumman Defense Systems (NGDS) has been home to world’s most experienced team in ballistic missile planning…
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Sr Principal Computer Systems Analyst - Linux
CORP-Corporate Office
United States
Linux Operating Systems workstation and server management support experience in a classified environment
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Sr Principal Space Vehicle Systems Engineer
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…Space Vehicle Systems Engineers on a national security space program. This role blends classic systems engineering with on‑the‑floor support to integration, build, and test - putting you…
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Project Management
CORP-Corporate Office
United States
Northrop Grumman Aeronautics Systems is seeking a Project Management professional to join the RQ-4 Enterprise Program Integration Team (PIT) in Rancho Bernardo, California.
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Manager Supply Chain Programs 2 - Category Management
CORP-Corporate Office
Remote, United States
…experience. Combined experience in any of the following: supply chain management, project management, sustainment, proposals, and/or…
Added 1 min ago
ES
Steel Preconstruction Engineer
Ezarc Solutions
Pleasant Grove, UT
- $90,000 to $110,000 USD / year
Assist the PM with technical support to meet project demands.
Added 1 min ago
MS
Parametric - Operations Analyst Cohort, Winter, 2027 (Recent Grads)
MS Services Group, Inc.
United States
- $60,000 to $90,000 USD / year
The Operations Analyst Program is an early-career development opportunity for driven recent and soon-to-be graduates who want to launch a career at the intersection of investment…
Added 1 min ago
Project Manager for RCS
Colorado State University
Fort Collins, CO
The position’s purpose is to ensure that stated project objectives are disruption to other University activities and functions. Work includes: reviewing requirements of the program plan,…
Added 1 min ago
MB
Construction Inspector
Michael Baker International
Fort Lauderdale, FL
- $42 USD / hour
Michael Baker International is seeking a highly experienced Construction Inspector to support our infrastructure projects in the Fort Lauderdale area. This role is ideal for a…
Added 1 min ago
Program Manager (Infrastructure, AI and M&A)
Michael Baker International
Remote, United States
8+ years of technology project or program management experience leading complex, cross-functional initiatives.
Added 1 min ago
Associate Mfg Systems Engineer- 12 hour PM shift
Amgen Inc.
OH
Support project management efforts for automation-related projects.
Added 1 min ago
Sr. Management Analyst
NOVACES
National Capital Region, DC
Skilled in managing program management activities and adding value in support of operations.
Added 2 mins ago
FEC Equipment Specialist
Turner Construction
Portland, OR
Coordinate pickup and delivery of equipment to and from project sites; provide support for preparation, loading, and unloading activities.
Added 2 mins ago
Deputy Director, Policy and Advocacy
Communities Foundation of Texas
Austin, TX
Project and Event Management: Manage multiple projects concurrently by defining outcomes, work plans, milestones, and measures of progress. Coordinate schedules, logistics, deliverables,…
Added 2 mins ago
Workday Administrator Finance
Old Republic National Title Insurance Company
Remote, United States
The Workday Finance Product Administrator is responsible for the administration, support, optimization, and continuous improvement of Workday Financial Management. This role partners…
Added 2 mins ago
IG
Project Manager
Insight Global
Remote, United States
- From $60 USD / hour
Insight Global is seeking a Senior Project Manager to join one of our Technology Services clients and sit fully remote. This individual will support the Value Creation Office (VCO) and lead…
Added 2 mins ago
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Decision Support Analyst (Remote - East Coast)
Insight Global
Remote, United States
- $66,000 to $88,000 USD / year
This Decision Support Analyst should have strong data analysis, communication, and project management skills with the ability to transform complex data into knowledge and understanding.

Closed listing

Rockefeller Capital Management

Client Operations Associate

Chicago, IL, United States

The anticipated base salary range for this role is $45,000 to $90,000.

This opening has closed.

The original listing is kept below for reference.

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Job details

Pay: The anticipated base salary range for this role is $45,000 to $90,000.
Closing date: Nov 3, 2027
Posting language: English
Posted: Nov 3, 2026

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Original job description

Archived listing. The details below describe a past opening.

About Rockefeller Capital Management

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 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.

Position

A Private Advisor Team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Operations Associate. The Client Operations Associate will actively support the Private Advisor team with various tasks related to client account operational activity, asset allocation and account oversight, and reporting.

The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the company’s proprietary portfolio accounting and reporting software and other applicable systems. The Operations Associate will maintain client accounts, verify data, and develop reports that explain complex asset allocation, performance, and risk management concepts to clients. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity, will be highly important in this role.

Responsibilities

Provide high-quality client service, responding to inquiries, coordinating meetings, managing expectations, and escalating requests as appropriate.
Support account opening, maintenance, investment subscriptions, wires, journals, cash activity, and other account administration.
Prepare client reporting, performance reports, financial planning materials, presentations, and other client deliverables.
Assist with financial planning, projections, investment research, and ad hoc client requests.
Gather and maintain client data, including tax, investment, contact, and account information, ensuring records remain accurate and organized.
Coordinate with Private Advisors, Client Associates, Operations, Technology, and external investment partners to ensure accurate and timely client deliverables.
Prepare and organize materials for client meetings, including presentations, marketing collateral, and supporting documentation.
Manage calendars, meetings, travel arrangements, expenses, events, phone coverage, and other administrative needs for the team.
Maintain organized client documentation, databases, and filing systems while adhering to confidentiality and compliance requirements.
Utilize CRM platforms, Tamarac, LinkedIn, and other available technology to support client servicing and improve internal processes.
Keep Private Advisors and senior team members informed of client activity, outstanding requests, and issues requiring escalation.
Serve as backup to other Client Associates and support special projects and additional team needs as assigned.

Qualifications

Bachelor’s degree preferred
Previous experience in a complex and fast-paced office is preferred
Previous work experience at a financial services firm with Executive support desire

Skills

Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management
Detail-oriented and resourceful with excellent organizational and project-management skills
Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
Strong verbal and written communication skills
General knowledge base of basic finance and investment principals is a plus
High proficiency in Microsoft Office – Outlook, Word, Excel and PowerPoint
Strong work ethic and a hunger to continuously grow and improve

Compensation Range

The anticipated base salary range for this role is $45,000 to $90,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

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.

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