Bill Pay Relationship Manager

About the role

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 $221 billion in client assets as of May 31, 2026.

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
• Able 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