Senior Private Client Relationship Manager
rockefeller financialDenver, CO
Senior Private Client Relationship Manager
rockefeller financialDenver, CO
10 days ago
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdvicePrivate HouseholdsMiscellaneous Financial Investment ActivitiesAbout the role
Rockefeller Capital Management, a premier private advisor team within Rockefeller Global Family Office, seeks a Client Relationship Manager to deliver a white-glove, highly personalized family office experience to UHNW and ultra-high-net-worth clients.
You will collaborate with Advisors, Wealth Strategists, tax professionals, and attorneys to manage engagements, monitor priorities, and drive accountable execution.
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JOB OVERVIEW
Experience level
Senior
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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