Private Wealth Client Relationship Manager

Rockefeller Capital Management; Bridgeport (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Job summary

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

The position offers potential for long‑term growth into a client-facing Advisor role based on performance, within a top-ranked

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.

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

Skills

Relationship management

Communication

Organization

Independent work

Client service

Education

Bachelor's degree in business/finance

CFP preferred

Tools

Series 7 & 66

eMoney

Job description

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

The position offers potential for long‑term growth into a client-facing Advisor role based on performance, within a top-ranked