Wealth Management Analyst

About Rockefeller Capital ManagementRockefeller 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.PositionA Private Wealth Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Private Wealth Analyst. The Private Wealth Analyst will work with our Private Wealth Advisor team members in a well-rounded role, supporting the financial planning process, and will interact directly with high-net-worth clients. The ideal candidate integrates well into the team dynamic of the practice, delivers thorough and timely work product with excellence, operates with a high attention to detail, is reliable, has strong communication, organization, time management and problem-solving skills, and is driven toward their own professional development and growth within the team.ResponsibilitiesCollect financial data and documents from clients to build detailed client profilesAssist in client meeting preparation, including, build and analyze client financial statements, develop financial planning insights and run portfolio allocation and performance reportsAssist senior advisors in preparing deliverables and participating in client meetingsCommunicate with clients on both a scheduled and an ad hoc basisTrack client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations teamWork closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio mattersExecute the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilitiesDocument processes and routines critical to businessEstablish key partnerships with Rockefeller home office partnersLead special projects and team initiatives as directedCollaborate with team to outline and uphold processes and systemsAssist with marketing initiatives and making sure that projects stay on time and budgetWork with the Firm’s marketing department to assist with team's website and marketing opportunitiesQualificationsBachelor’s degree, with a business/finance focus preferredPrior client service experience within financial industry, or equivalent experience, preferredSeries 7 & 66 strongly preferred and if not, willingness to obtainInvestment knowledge/experience preferredSkillsExcellent client facing, interpersonal, organizational, and client service skillsAbility to adapt to constantly changing market conditions, reporting needs and requirementsDetail-oriented with ability to prioritize and organize workflowHigh level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretionAbility to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with need to sometimes reprioritize projectsStrong Microsoft Office skills including Excel & PowerPointDisclosureRockefeller & 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 lawBachelor’s degree, with a business/finance focus preferredPrior client service experience within financial industry, or equivalent experience, preferredSeries 7 & 66 strongly preferred and if not, willingness to obtainInvestment knowledge/experience preferredCollect financial data and documents from clients to build detailed client profilesAssist in client meeting preparation, including, build and analyze client financial statements, develop financial planning insights and run portfolio allocation and performance reportsAssist senior advisors in preparing deliverables and participating in client meetingsCommunicate with clients on both a scheduled and an ad hoc basisTrack client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations teamWork closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio mattersExecute the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilitiesDocument processes and routines critical to businessEstablish key partnerships with Rockefeller home office partnersLead special projects and team initiatives as directedCollaborate with team to outline and uphold processes and systemsAssist with marketing initiatives and making sure that projects stay on time and budgetWork with the Firm’s marketing department to assist with team's website and marketing opportunities #J-18808-Ljbffr

Created: 2025-09-17