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Added 23 mins ago
Client Associate
Rockefeller Capital Management
Carmel, IN
Added 23 mins ago
Client Relationship Manager
Rockefeller Capital Management
Carmel, IN
Added 1 hour ago
Client Associate
Rockefeller Capital Management
Atlanta, GA
Added 19 hours ago
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Added 12 days ago
Client Associate
Rockefeller Capital Management
New York, NY
Role holder is eligible to work hybrid (4 days in office, 1 day remote) · Must have at least 1 year of full-time experience in Wealth Management, client services, or similar field
Added 16 days ago
Fund Accountant
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Added 17 days ago
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Rockefeller Capital Management
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Added 26 days ago
Project Manager
Rockefeller Capital Management
New York, NY

Rockefeller Capital Management

Client Relationship Manager

Carmel, IN, United States

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Job details

Apply by: Nov 12, 2027
Posting language: English
Posted: Nov 12, 2024

Original job description

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

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
Ongoing coordination with clients’ CPAs and attorneys regarding balance sheet management
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

3-6 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 and 66 licenses required
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.

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More about this job

Skills

Microsoft Office
Work independently
Prioritization
Meet deadlines
Attention to detail

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