Client Relationship Manager

Rockefeller Capital Management•Chicago, IL

73d

About The Position

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 $212 billion in client assets as of April 30, 2026. An Advisor team within 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 with our Rockefeller Global Family Office Team members and 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.

Requirements

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

Nice To Haves

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

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