Wealth Management Analyst

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 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.

Position:

A top-ranked Private Advisor team within our Rockefeller Global Family Office business unit, focused on serving entrepreneurs, business owners, and high-net-worth families, is seeking a motivated individual to join its growing team as a Wealth Management Analyst. The Wealth Management Analyst will partner closely with Private Advisor team members and interact directly with high-net-worth clients and prospects. This role combines client service, practice management, business development support, marketing coordination, performance reporting and investment-related analysis. The ideal candidate is proactive, detail-oriented, and highly organized, with strong communication and problem-solving skills. They should also be eager to learn and leverage emerging technologies, including AI, to improve team efficiency and the client experience.

Responsibilities:

• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions.
• Generate expense reports for submission using Concur.  
• 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.).  
• Support marketing and business development efforts, including client seminars and events.
• Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy.  
• Attend client meetings as necessary and present client performance. 
• Attend prospect calls and meetings; take detailed notes, prepare draft follow-up communications, and research and track action items through completion.
• Review firm marketing materials and thought leadership to identify and share relevant content with prospects and clients on a monthly basis.
• Proactively maintain the prospect and client database by adding new contacts, updating records, and ensuring information remains accurate and current.
• Prepare materials for client and prospect meetings, including agendas, presentations, reports, background research, and follow-up items.
• Support the team with asset allocation analysis and related investment materials.
• Create, review, and run client performance reports, ensuring information is complete, accurate, and ready for advisor and client use.
• Continuously build knowledge of artificial intelligence tools and use cases, and help evaluate and implement approved AI-enabled solutions across the practice to improve efficiency, insights, and client service.
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.  

Qualifications:

• 3-8 years prior client service experience within financial industry, or equivalent experience, preferred  
• Series 7 & 66 strongly preferred, and if not, willing to obtain  
• BA/BS degree  

Skills:

• Strong client-facing, 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, particularly Excel and PowerPoint
• Demonstrated curiosity about artificial intelligence and emerging technology, with a commitment to continuous learning and the ability to apply approved tools thoughtfully, securely, and in accordance with firm policies
• Experience with eMoney financial planning software a plus  

Compensation Range:

The anticipated base salary range for this role is $70,000 to $130,000. 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.

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.