Client Relationship Manager

Rockefeller Capital Management; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Job summary

Rockefeller Capital Management is seeking a Client Relationship Manager to serve as the day-to-day point of contact for a portion of our client families. This role blends relationship management, financial planning, and operational execution—partnering with Private Wealth Advisors to deliver an exceptional, high-touch client experience across every stage of the relationship.

The team values a family-office mindset with tax-aware investment discipline and a strong service culture.

Qualifications

• 5+ years of client service or relationship management experience in wealth management or financial services.
• Bachelor's degree, with a business/finance focus preferred.
• Series 7 & 66 required.
• CFP strongly preferred, if not, willing to obtain.
• Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
• Familiarity with retirement plans (401(k), ESOP) a plus.
• Strong Microsoft Office skills including Excel & PowerPoint.
• Experience with eMoney financial planning software a plus.

Responsibilities

• Serve as the primary contact for 50+ client families: independently running quarterly review meetings and handling requests start to finish.
• Lead financial planning function across the entire book, from information gathering to presenting recommendations.
• Partner with Private Advisors on UHNW opportunities (insurance, estate, trust, philanthropy) and update Family Wealth Blueprints.
• Lead next-generation client engagement by onboarding family members and delivering financial education seminars.
• Identify opportunities to apply AI to team processes and drive implementation.
• Support retirement plan relationships, including sponsor engagement and participant education meetings.

Skills

Communication

Organizational skills

Prioritization

Independent work

Client service

Education

Bachelor's degree (business/finance preferred)

Series 7 & 66

Tools

Excel

PowerPoint

eMoney

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

We are seeking a Client Relationship Manager to serve as a primary day-to-day point of contact for a portion of our client families. This role blends relationship management, financial planning, and operational execution — partnering closely with Private Wealth Advisors to deliver an exceptional, high-touch client experience across every stage of the relationship. Potential for long-term growth into a client facing Advisor role over time, depending upon performance.

About the Team: A top-ranked private wealth advisory team at Rockefeller Capital Management serving HNW and UHNW families, business owners, and retirement plan sponsors. The team combines the intimacy and accountability of a boutique advisory practice with the breadth of Rockefeller’s Global Family Office platform, delivering comprehensive wealth planning, investment management, tax-aware strategy, next-generation education, philanthropic advisory, and family office solutions. We are known for a service-first culture, a deeply collaborative investment process, and long-term relationships built on trust, clarity, and execution.

What Makes Our Team Distinctive:

• Family office mindset: We look beyond portfolios to the full balance sheet, coordinating planning around family goals, estate structures, business interests, philanthropy, taxes, liquidity, and legacy.


• Deep bench of specialized credentials: Team members have earned advanced designations across private wealth, investment management, alternatives, exit planning, retirement plans, and financial planning.


• Tax-aware investment discipline: The team leads with thoughtful tax minimization, including custom portfolio construction, direct/custom indexing where appropriate, ongoing tax‑loss harvesting, and careful asset‑location considerations.


• Access and connectivity: Clients benefit from Rockefeller’s open‑architecture platform, alternative investment opportunities, private office resources, lifestyle advisory, philanthropic advisory, and access to specialists across the broader Rockefeller network.


• High‑touch, team‑based execution: Advisors, planning, investments, service, and operations work together closely so clients experience one coordinated team rather than disconnected functions.


• Generational perspective: The team is intentional about educating and engaging spouses, children, and future decision‑makers so wealth can support family values across generations.

Responsibilities

• Serve as the primary contact for 50+ client families: independently running quarterly review meetings, anticipating client needs, and handling requests start to finish


• Lead financial planning function across entire book, from information gathering to presenting planning recommendations


• Partner with Private Advisors on various UHNW client opportunities (insurance, estate, trust, philanthropy, etc.), updating Family Wealth Blueprints as needed, and driving action items forward


• Lead next-generation client engagement by onboarding family members and delivering financial education seminars


• Identify opportunities to apply AI to team processes and drive implementation


• Support retirement plan relationships, including plan sponsor engagement and participant education meetings

Qualifications

• 5+ years of client service or relationship management experience in wealth management or financial services


• Bachelor's degree, with a business/finance focus preferred


• Series 7 & 66 required


• CFP strongly preferred, if not, willing to obtain


• Experience supporting high-net-worth or ultra-high-net-worth clients strongly preferred


• Familiarity with retirement plans (401(k), ESOP) a plus


• Strong Microsoft Office skills including Excel & PowerPoint


• Experience with eMoney financial planning software a plus

Skills

• Excellent written and verbal communication skills with a polished, client-ready presence


• Exceptional organizational skills and attention to detail


• Strong ability to manage competing priorities in a fast-paced environment


• Ability to translate complex topics into actionable recommendations


• Demonstrated initiative and ability to work independently

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.