Client Relationship Manager

Rockefeller Capital Management; Chicago, Northern (IL, KY); On-site; USD 60,000 - 130,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Paid time off

Job summary

Rockefeller Capital Management is seeking a Client Relationship Manager for its Rockefeller Global Family Office team. You will work with ultra-high-net-worth clients, coordinating with CPAs and attorneys to protect wealth across generations and deliver tailored strategies.

The role emphasizes meticulous work, strong communication, organization, and long-term career development toward a client-facing advisor position within the Global Family Office.

Qualifications

• 3-6 years of relevant advisory experience, ideally in a family office services group or client service.
• Bachelor's degree with a business/finance/accounting focus preferred.
• CFP and/or CPA credentials preferred.
• Series 7 and 66 licenses required.
• Proficiency in Microsoft Office suite.

Responsibilities

• Assist senior advisors in preparing deliverables and participating in client meetings.
• Communicate with clients on a scheduled and ad hoc basis.
• Track client allocations and asset transfers with Rockefeller Operations.
• Coordinate with CPAs and attorneys on balance sheet management.
• Collaborate with Alternative Investment and Liquid Markets teams on current client portfolio matters.
• Handle daily client operational tasks (account opening documents, checks, wires, journals, custodial responsibilities).

Skills

Interpersonal skills

Organizational skills

Client service

Ability to work under pressure

Initiative

Quantitative skills

Qualitative skills

Technical skills

Time management

Attention to detail

Education

Bachelor's degree in business/finance/accounting

CFP

CPA

Series 7 and 66 licenses

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 $224 billion in client assets as of June 30, 2026.

Position

An Advisor teamwithin 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 withour Rockefeller Global Family Office Team membersand will interact directly with ultra-high-net-worth clients. This role involves understanding complex family dynamics and financial structures to deliver tailored strategies that protect wealth and assets across generations. 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. This role is designed for individuals who are interested in building a long term career within the Rockefeller Global Family Office and who aspire to develop into a client facing Advisor over time.

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 advisory experience, working within a family office services group, in a client service is preferred


• Bachelors degree, with a business/finance/accounting focus preferred


• CFP, CPA 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

Compensation Range

The anticipated base salary range for this role is $60,000 to $130,000. 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.