Client Relationship Manager
$60K - $130K/yr
Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth ... group, in a client service is preferred * Bachelors degree, with a business/finance/accounting ...
$60K - $130K/yr
Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth ... group, in a client service is preferred * Bachelors degree, with a business/finance/accounting ...
$60K - $130K/yr
Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth ... group, in a client service is preferred * Bachelors degree, with a business/finance/accounting ...
Manhattan, NY · On-site
$225K - $250K/yr
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Manhattan, NY · On-site
$225K - $250K/yr
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
$132K - $171K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
$132K - $171K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
$116K - $151K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
$116K - $151K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Boston, MA · On-site
$132K - $170K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Boston, MA · On-site
$132K - $170K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Chicago, IL · On-site
$225K - $250K/yr
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Chicago, IL · On-site
$225K - $250K/yr
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ...
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ...
Bridgeport, PA · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ...
Bridgeport, PA · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ...
Atlanta, GA · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Atlanta, GA · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Stamford, CT · On-site
$129K - $167K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Stamford, CT · On-site
$129K - $167K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Boca Raton, FL · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Boca Raton, FL · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Boston, MA · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ...
Boston, MA · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ...
Atlanta, GA · On-site
$116K - $151K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Atlanta, GA · On-site
$116K - $151K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Houston, TX · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Houston, TX · On-site
As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP ® professionals ...
Chicago, IL · On-site
$60K - $130K/yr
Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth ... group, in a client service is preferred * Bachelors degree, with a business/finance/accounting ...
Chicago, IL · On-site
$60K - $130K/yr
Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth ... group, in a client service is preferred * Bachelors degree, with a business/finance/accounting ...
Atlanta, GA · On-site
$116K - $151K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Atlanta, GA · On-site
$116K - $151K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
New York, NY · On-site
$132K - $171K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
New York, NY · On-site
$132K - $171K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Saratoga Springs, NY · On-site
$121K - $156K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Saratoga Springs, NY · On-site
$121K - $156K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
New York, NY · On-site
$132K - $171K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
New York, NY · On-site
$132K - $171K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Boston, MA · On-site
$132K - $170K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
Boston, MA · On-site
$132K - $170K/yr
Position The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports ...
$9.38 - $13.94
7% of jobs
$15.81 is the 25th percentile. Wages below this are outliers.
$13.94 - $18.51
43% of jobs
$18.51 - $23.08
12% of jobs
$23.08 - $27.64
11% of jobs
$29.11 is the 75th percentile. Wages above this are outliers.
$27.64 - $32.21
7% of jobs
$32.21 - $36.78
4% of jobs
$36.78 - $41.35
11% of jobs
$41.35 - $45.91
2% of jobs
$45.91 - $50.48
1% of jobs
$50.48 - $55.05
1% of jobs
$55.05 - $59.62
1% of jobs
$9
$27
$59

$60K - $130K/yr
Full-time
Medical, Retirement, PTO
Posted 10 days ago
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.
PositionAn 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.
ResponsibilitiesThe 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.
DisclosureRockefeller & 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.
Employment Type: FULL_TIME