Client Relationship Manager

What Makes Our Team Distinctive:

Family office mindset: We look beyond portfolios to the full balance sheet, coordinating planning around family goals, estate structures, business interests, philanthropy, taxes, liquidity, and legacy.
Deep bench of specialized credentials: Team members have earned advanced designations across private wealth, investment management, alternatives, exit planning, retirement plans, and financial planning.
Tax-aware investment discipline: The team leads with thoughtful tax minimization, including custom portfolio construction, direct/custom indexing where appropriate, ongoing tax-loss harvesting, and careful asset-location considerations.
Access and connectivity: Clients benefit from Rockefeller’s open-architecture platform, alternative investment opportunities, private office resources, lifestyle advisory, philanthropic advisory, and access to specialists across the broader Rockefeller network.
High-touch, team-based execution: Advisors, planning, investments, service, and operations work together closely so clients experience one coordinated team rather than disconnected functions.
Generational perspective: The team is intentional about educating and engaging spouses, children, and future decision-makers so wealth can support family values across generations.

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

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

Skills

Excellent written and verbal communication skills with a polished, client-ready presence
Exceptional organizational skills and attention to detail
Strong ability to manage competing priorities in a fast-paced environment
Ability to translate complex topics into actionable recommendations
Demonstrated initiative and ability to work independently