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Rockefeller Capital Management jobs

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AML KYC ANALYST

Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service. Formed in 2018 following the acquisition of Rockefeller & Co...

CompanyRockefeller Capital Management
AddressParamus, NJ
CategoryInformation Technology
Job typeFull-Time
Date Posted 6 days ago See detail

AML KYC Analyst

Rockefeller Capital Management

Paramus, NJ

Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service. Formed in 2018 following the acquisition of Rockefeller & Co...

Investment Associate

Rockefeller Capital Management

Texas, United States

$102K - $129K a year

Oversee the execution of trades for our in-house strategies Work within Envestnet for trading requests through third-party managers Organize the execution of quarterly Structured Notes investments Oversee client insurance and annu...

Retirement Products Associate

Rockefeller Capital Management

Paramus, NJ

$64.1K - $81.1K a year

Focus on administrative and sales support of Rockefeller Private Advisors who prospect and manage retirement plan business (e.g., 401(k) plans). Assist in the transition and onboarding of retirement plan business from newly recrui...

Portfolio Analyst

Rockefeller Capital Management

New York, NY

$130,000 - $140,000 a year

Assist in the construction and management of concentrated model equity portfolios. Analyze client/prospect equity holdings Assist Financial Advisors with requests and basic research related to equities Bachelors Degree with conce...

Senior Client Associate

Rockefeller Capital Management

Mountain View, CA

$80,000 - $90,000 a year

Handle operational aspects of client accounts including reporting on account holdings, investment performance, posting daily cash activity, updating the investment database and entering trade instructions. Proof and assemble clien...

AML KYC Analyst

Rockefeller Capital Management

New York, NY

Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service. Formed in 2018 following the acquisition of Rockefeller & Co...

AML KYC Analyst

Rockefeller Capital Management

Jersey City, NJ

Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service. Formed in 2018 following the acquisition of Rockefeller & Co...

Human Capital Analyst

Rockefeller Capital Management

New York, NY

$65,000 - $80,000 a year

Responsible for execution, accuracy, and integrity of all organizational data within the Human Resources Information System (HRIS) for the entire employee life cycle. Ensure organizational changes, including new hires, termination...

Payroll Analyst

Rockefeller Capital Management

New York, NY

$65,000 - $80,000 a year

Support payroll processing for weekly and semi-monthly pay groups, ensuring accuracy and timeliness. Maintain and validate accurate records of employee information, including pay rates, deductions, and timesheets. Respond to emplo...

Client Associate

Rockefeller Capital Management

New York, NY

$65,000 - $70,000 a year

Serve as back-up to other team Client Associates. Maintain confidentiality, trust, and support at all times. Account opening and maintenance. Completing investment subscription documents Development of client reporting utilizing A...

Retirement Products Associate

Rockefeller Capital Management

Jersey City, NJ

$85,000 - $95,000 a year

Focus on administrative and sales support of Rockefeller Private Advisors who prospect and manage retirement plan business (e.g., 401(k) plans). Assist in the transition and onboarding of retirement plan business from newly recrui...

Compliance Analyst

Rockefeller Capital Management

New York, NY

$80,000 - $90,000 a year

Participate as a team member supporting the RGFO branch coverage, advisory, registration business coverage areas. Assist in the maintenance of various policies and procedures, including the RGFO Branch Compliance Manual and relate...

Strategic Accounts Analyst

Rockefeller Capital Management

New York, NY

Support all sales and client service efforts across prospects, and clients, including data inquiries, information requests, meeting coordination and preparation for RAM's North American -based clients. Participate in live client &...