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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Wealth Management Analyst. The Wealth Management Analyst will work with our Private Advisor team members who work with high-net-worth clients. The ideal candidate will be thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

• Updating client tax projections to assist Advisors in tax planning, tax return reviews, and quarterly estimated tax payments.
• Account opening and maintenance
• Transferring assets and money movement
• Completing investment subscription documents
• Assisting with client online access
• Responding to account activity and statement inquiries
• Administrative work as needed
• Provide top quality service to clients and complete administration of client accounts
• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
• Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
• Offer administrative and office management support to the team
• Prepare client correspondence, obtain necessary management approvals, and transmit
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
• Complete necessary filing and maintain client files
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• Additional duties as assigned

• 4-6 years prior client service experience within financial industry, or equivalent experience, preferred
• Tax planning or tax preparation experience required
• Series 7 & 66 preferred, and if not, willing to obtain
• BA/BS degree

• Strong interpersonal, organizational, and client service skills
• Detail-oriented with ability to prioritize and organize workflow
• Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
• Strong Microsoft Office skills including Excel & PowerPoint
• Experience with eMoney financial planning software a plus
• Experience with Bloomberg BNA tax planner a plus

The anticipated base salary range for this role is $75,000 to $85,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

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.