Job Description

Locations: London, United Kingdom

Division: ['Rockefeller Global Investment Management']

Categories: Investments

Req ID: 5563

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

About Rockefeller Global Investment Management

Rockefeller Global Investment Management ("RGIM") provides institutions, financial advisors, and individuals with access to premier investment options and seasoned strategic advice through three integrated functions: the Office of the CIO, Investments, and Client Solutions. The Office of the CIO brings independent perspective to inform asset allocation and portfolio design for Rockefeller Global Family Office (“RGFO”) advisors. Client Solutions supports complex client needs through proprietary solutions and a curated network of partners.

RGIM Investments focuses on areas of the market where we believe disciplined research, deliberate portfolio construction, and a long-term perspective can deliver differentiated results. We manage approximately $20 billion in assets across global, international, and US large cap equities, US small and SMID cap equities, long-short equity, private equity, investment grade fixed income, and municipal high yield. Our approach is guided by high-conviction decision-making, differentiated investment insights, portfolio construction designed to perform across market cycles, and an explicit understanding of risk and return tradeoffs.

Source, pursue and close new relationships with single family offices (SFOs) and institutional investors across Europe. This position will be responsible for:

• Growing Rockefeller Global Investment Management’s European-based AUM and revenues across public and private market investment strategies, with a particular focus on expanding Rockefeller's presence among European SFOs and institutional investors.
• Developing and maintaining relationships across a broad range of investor segments, including SFOs, institutional asset owners, corporate and public pension plans, endowments and foundations, insurance companies, financial institutions, consultants and selected wealth management platforms.
• Delivering against revenue and pipeline targets as determined by Rockefeller Global Investment Management, both individually and as part of the broader international distribution team.
• Working closely with the President of Rockefeller Global Investment Management International on the sourcing, development and servicing of prospective and existing investor relationships across the designated region.
• Providing market intelligence and investor feedback to support product positioning, distribution priorities and the ongoing development of Rockefeller Global Investment Management’s investment platform.

Responsibilities

• Represent credibly and effectively RGIM's investment capabilities, including differentiation from competitors and an understanding of how investment strategies fit within the portfolio objectives of SFOs and institutional investors.
• Work closely with RGIM's marketing and investment teams to develop collateral material, thought leadership and client communications focused on investor education, product positioning and business development.
• Provide strong relationship management and client servicing to existing RGIM clients (supported by London and New York Client Service teams).
• Develop and maintain relationships with key investors and centres of influence across the region, including SFOs, institutional investors, consultants and wealth management platforms, to support awareness and adoption of RGIM strategies.
• Consistently evaluate the product platform and identify opportunities for new strategies, structures and vehicle launches that align with evolving investor demand, particularly among European SFOs and institutional investors.

Qualifications

• 10+ years of experience in investment management distribution, with a demonstrated track record of successful capital raising and relationship development across European single family offices (SFOs) and institutional investors.
• Existing network of investors, principals, CIOs and advisers within the European SFO market.
• Experience representing investment strategies to sophisticated investors, including SFOs, institutional asset owners, pension plans, endowments and foundations, insurance companies and financial institutions.
• Experience operating independently across multiple European markets within a regional business development or distribution role.
• Strong academic background with an undergraduate degree and, ideally, an MBA, CFA or other relevant graduate qualification.
• Previously registered as an FCA CF30 or equivalent regulated client-facing function.
• Fluency in English required; proficiency in one or more additional European languages strongly preferred.
• Must be willing to work in the London office 5 days per week when not travelling (RGIM has an office-based culture).
• Experience in a satellite distribution office a plus.

Skills

• Investment product technical competency and intellectual credibility, with a strong understanding of public long-only + long/short and private market investment strategies across equity, and fixed income.
• Proven ability to originate new business, develop client relationships and convert opportunities into long-term mandates.
• Strong understanding of the European investment landscape, including differing market practices, cultures and investor preferences across jurisdictions.
• Entrepreneurial mindset with a demonstrated ability to identify opportunities, understand client needs and position RGIM's investment capabilities effectively.
• Exceptional relationship management skills, with the ability to engage credibly with SFO principals, CIOs, investment committees and institutional decision-makers.
• Strong presentation, communication and interpersonal skills, with the ability to influence and build credibility across diverse audiences.
• Results-driven, proactive and strategic, with a disciplined and highly organised approach to business development and pipeline management.
• High integrity, strong work ethic and a collaborative approach to working within a lean, entrepreneurial team environment.
• Motivated by building businesses and working as part of a small team, in an entrepreneurial setting – must be hands on by nature to operate in a lean, boutique firm environment.
• Proficient with Microsoft 365, CRM systems and Investor pipeline management such as Salesforce, AI models, and lead-generation tools.

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.