UHNW Client Relationship Manager - Family Office

Rockefeller Capital Management; Chicago, Northern (IL, KY); Hybrid; 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

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.