Bill Pay Relationship Manager

Rockefeller Capital Management; Jersey City (NJ); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Job summary

Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of ~10–15 UHNW client relationships, coordinating with Private Advisors to ensure timely bill pay, accurate reconciliations, and high-quality reporting.

You will lead onboarding, work with external vendors, and maintain books and records while delivering exceptional service and guidance on bill pay best practices.

Qualifications

• Bachelor’s degree in accounting or related field.
• 7–12 years of bookkeeping or related accounting experience.
• Experience serving UHNW clients.
• Strong collaboration with multiple stakeholders.

Responsibilities

• Deliver exceptional service to Private Advisors and UHNW clients, including timely bill pay, reporting, and reconciliations.
• Partner with Private Advisors to assess client needs and provide guidance on bill pay practices.
• Collaborate with Private Advisor teams and clients to tailor service delivery.
• Lead onboarding with Private Advisors, clients, and stakeholders to design effective service structure.
• Oversee all bill pay activities with vendors and internal teams for efficient processes.
• Provide transaction support and oversee bookkeeping to maintain books and records.
• Maintain accountability for delivery of services and high-quality execution.

Skills

Client service

Bill pay expertise

Communication skills

Attention to detail

Discretion

Team collaboration

Education

Accounting degree

Tools

BILL.com

QuickBooks Online

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 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

The Senior Bill Pay Relationship Manager manages a portfolio of approximately 10–15 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. This role serves as the primary point of contact for both the Private Advisor team and the client, coordinating with internal Rockefeller teams to ensure timely execution of transactions, accurate reconciliations, and high-quality client reporting.

Responsibilities

• Deliver an exceptional level of service to Private Advisors and their clients, including timely execution of transactional activity, scheduled reporting, and ad hoc custom reporting
• Partner with Private Advisors to assess client needs and provide ongoing guidance and best practices related to bill pay services
• Collaborate closely with Private Advisor teams and clients to understand client-specific nuances and tailor service delivery to provide a consistently excellent client experience.
• Lead the client onboarding process by partnering with Private Advisors, clients, and internal stakeholders to design the most effective and efficient service structure to meet client needs.
• Oversee all bill pay activities, collaborating with external vendors and internal stakeholders to ensure efficient and seamless processes.
• Provide transaction support and oversight of bookkeeping resources to ensure accurate reconciliations and maintenance of books and records for clients and their related entities.
• Maintain overall accountability for the delivery of agreed-upon services, working closely with internal partners to ensure consistent and high-quality execution.

Qualifications

• Experience providing client service to high-net-worth or ultra-high-net-worth clients
• Demonstrated ability to collaborate effectively with multiple stakeholders to deliver client outcomes
• Bachelor’s degree in accounting or a related field
• 7–12 years of experience in bookkeeping or a related accounting discipline

Skills

• Excellent written and verbal communication skills
• Working knowledge of BILL.com and QuickBooks Online preferred
• Exceptional attention to detail
• High level of integrity, professionalism, and discretion when handling sensitive and confidential information
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Highly organized, motivated, and proactive, with a continuous improvement mindset
• Strong team orientation and ability to collaborate effectively

Compensation Range

The anticipated base salary range for this role is $100,000 to $115,000. 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 a discretionary bonus. 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.