Transition Management Operations

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 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.

Position

The Transition Management Operations Analyst assists in the onboarding of Private Wealth Advisor Teams. The role would facilitate client searches and contact, provide guidance on client profiling, open accounts, and various other aspects to ensure a timely and successful transition process. The Transition Management Operations Analyst would also run metrics in support and management of the team transitions.

Individual should be equally proficient working in a team environment or as an individual contributor. Should be goals driven with team success as a priority. Eager to learn, work with a sense of urgency, multi-tasking, willing to work extended hours and flexible to change. Individual must be extremely thorough, detail-oriented, organized, able to learn quickly and handle volume under pressure.

Responsibilities

• Work closely with Local Operations to onboard Private Wealth Management Teams
• Opening client accounts
• Preparing and sending forms to clients for establishing specialty account features
• Preparing and sending DocuSign envelopes
• Maintaining transition tracking and reporting metrics

Qualifications

Skills

Compensation Range

The anticipated base salary range for this role is $65,000 to $75,000. 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 a discretionary bonus. 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.