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Rockefeller Capital Management

Client Associate

Boston, MA · Hybrid

$45K - $90K/yr

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 ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $90K/yr

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 ...

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What are some common challenges faced by professionals working in philanthropy roles at large foundations like the Rockefeller Foundation?

Professionals in philanthropy roles at major foundations often face the challenge of balancing ambitious social impact goals with practical constraints like funding limitations and stakeholder expectations. Navigating complex global issues, measuring program outcomes, and fostering partnerships across sectors are also common aspects of the job. Collaboration with diverse teams and external organizations is frequent, requiring strong communication and adaptability. Additionally, professionals must stay informed on emerging trends in philanthropy to ensure programs remain effective and relevant.

What are the key skills and qualifications needed to thrive as a Rockefeller?

I'm sorry, but 'Rockefeller' is not a recognized professional job title. Please provide a valid real-world occupation for an accurate response.

What is the difference between Rockefeller vs Financial Analyst?

AspectRockefellerFinancial Analyst
Required CredentialsBachelor's degree, finance or related field; often an MBA or CFABachelor's degree in finance, accounting, or economics; CFA preferred
Work EnvironmentHigh-level investment firms, private equity, or family officesCorporations, banks, investment firms, or consulting
Industry UsagePrivate wealth management, investment strategyFinancial planning, investment analysis, reporting
Common Search/ComparisonYesYes

Rockefeller professionals typically focus on high-net-worth client management and investment strategies within private wealth or family offices, often requiring advanced finance credentials. Financial Analysts analyze financial data, prepare reports, and support investment decisions across various industries. While both roles involve finance expertise, Rockefellers operate at a more strategic, client-focused level, whereas Financial Analysts focus on data analysis and reporting.

What is a Rockefeller?

A Rockefeller typically refers to a member of the Rockefeller family, a prominent American family known for their immense wealth and influence, particularly in the oil industry. The family's fortune began with John D. Rockefeller, the founder of Standard Oil, who became one of the richest people in history. Today, the name 'Rockefeller' is also associated with philanthropy, finance, and various institutions established by or named after the family. There is no specific job called 'Rockefeller'; rather, it refers to the legacy and roles held by family members in business, philanthropy, and public life.
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Infographic showing various Rockefeller job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, 1% Contract, and 1% Summer. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

Bill Pay Relationship Manager

Rockefeller Capital Management

Bridgeport, PA

Full-time

Re-posted 10 days ago

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

The Senior Bill Pay Relationship Manager manages a portfolio of approximately 10-15 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. This role serves as the primary point of contact for both the Private Advisor team and the client, coordinating with internal Rockefeller teams to ensure timely execution of transactions, accurate reconciliations, and high-quality client reporting.

Responsibilities
  • Deliver an exceptional level of service to Private Advisors and their clients, including timely execution of transactional activity, scheduled reporting, and ad hoc custom reporting
  • Partner with Private Advisors to assess client needs and provide ongoing guidance and best practices related to bill pay services
  • Collaborate closely with Private Advisor teams and clients to understand client-specific nuances and tailor service delivery to provide a consistently excellent client experience.
  • Lead the client onboarding process by partnering with Private Advisors, clients, and internal stakeholders to design the most effective and efficient service structure to meet client needs.
  • Oversee all bill pay activities, collaborating with external vendors and internal stakeholders to ensure efficient and seamless processes.
  • Provide transaction support and oversight of bookkeeping resources to ensure accurate reconciliations and maintenance of books and records for clients and their related entities.
  • Maintain overall accountability for the delivery of agreed-upon services, working closely with internal partners to ensure consistent and high-quality execution.
Qualifications
  • Experience providing client service to high-net-worth or ultra-high-net-worth clients
  • Demonstrated ability to collaborate effectively with multiple stakeholders to deliver client outcomes
  • Bachelor's degree in accounting or a related field
  • 7-12 years of experience in bookkeeping or a related accounting discipline
Skills
  • Excellent written and verbal communication skills
  • Working knowledge of BILL.com and QuickBooks Online preferred
  • Exceptional attention to detail
  • High level of integrity, professionalism, and discretion when handling sensitive and confidential information
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Highly organized, motivated, and proactive, with a continuous improvement mindset
  • Strong team orientation and ability to collaborate effectively
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.

Employment Type: FULL_TIME

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