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SalaryAbout Rockefeller Capital Management:
Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets. Position:
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. 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., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
As a member of the Retirement Product team the individual will be responsible for supporting the day-to-day management and growth of Rockefeller Capital Management’s (RCM) retirement plan service offering, which includes retirement plans held through RCM’s approved recordkeepers as well as on RCM’s brokerage platform.
Responsibilities: - 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 recruited Private Advisor teams
- Engage with external retirement plan service providers and third party vendors
- Partner with business finance on monthly and quarterly retirement plan billing process and reconciliation
- Support the product management and quarterly reporting of investment fiduciary programs
- Contribute towards the organic growth of the retirement business by building product awareness and understanding across Private Advisor teams
- Prepare and maintain business management reporting for corporate retirement plan business
- 2 - 3 years financial services experience desired (experience working with Financial Advisors and Retirement products a plus)
- Bachelor’s degree required
- Series 7 & 63 or 66 will be required within 180 days
- Proficient in Microsoft programs (Excel, PowerPoint, Word, etc.)
- Knowledge of ERISA, retirement plan products and investments
- Strong communication and interpersonal skills
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.
