Wealth Management Analyst - Rockefeller Capital Management : Job Details

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 $133 billion in client assets as of March 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 Private Wealth Analyst. The Private Wealth Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be ultra-focused on client excellence, thorough in their work, operate with a high attention to detail, have strong communication, organization, time management and problem-solving skills, and be driven to develop and grow in their role.

• Collect financial data and documents from clients to build detailed client profiles.
• Provide top quality service to clients and complete administration of client accounts.
• Handle operational aspects of client accounts including reporting on account holdings and performance reporting, and entering trade instructions.
• Assist in preparation of key documents, financial plans, and reports for client meetings.
• Review and research market news, client portfolios, and product implementation ideas.
• Liaise with client's third-party service providers (CPA, attorney, insurance agent, etc.).

• Bachelor's Degree required.
• 2 to 5 years of relevant experience.
• SIE, Series 7 and Series 66 (or 63/65) strongly preferred.
• CFP designation or progress toward CFP preferred.

• Excellent client facing, interpersonal, organizational, technical, 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.
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion.
• Strong Microsoft Office skills including Excel & PowerPoint.
• Experience with financial planning software such as eMoney, MoneyGuidePro, and Financial Profiles.