Wealth Management Analyst

Rockefeller Capital Management

  • Chesterfield, MO
  • Permanent
  • Full-time
  • 2 months ago
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 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:A Private Wealth Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Private Wealth Analyst. The Private Wealth Analyst will work with our Private Wealth Advisor team members in a well-rounded role, supporting the financial planning process, and will interact directly with high-net-worth clients. The ideal candidate integrates well into the team dynamic of the practice, delivers thorough and timely work product with excellence, operates with a high attention to detail, is reliable, has strong communication, organization, time management and problem-solving skills, and is driven toward their own professional development and growth within the team. Responsibilities:
  • Collect financial data and documents from clients to build detailed client profiles
  • Assist in client meeting preparation, including, build and analyze client financial statements, develop financial planning insights and run portfolio allocation and performance reports
  • Assist senior advisors in preparing deliverables and participating in client meetings
  • Communicate with clients on both a scheduled and an ad hoc basis
  • Track client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
  • Work closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
  • Execute the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
  • Document processes and routines critical to business
  • Establish key partnerships with Rockefeller home office partners
  • Lead special projects and team initiatives as directed
  • Collaborate with team to outline and uphold processes and systems
  • Assist with marketing initiatives and making sure that projects stay on time and budget
  • Work with the Firm’s marketing department to assist with team's website and marketing opportunities
Qualifications:
  • Bachelor’s degree, with a business/finance focus preferred
  • Prior client service experience within financial industry, or equivalent experience, preferred
  • Series 7 & 66 strongly preferred and if not, willingness to obtain
  • Investment knowledge/experience preferred
Skills:
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Ability to adapt to constantly changing market conditions, reporting needs and requirements
  • Detail-oriented with ability to prioritize and organize workflow
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
  • Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with need to sometimes reprioritize projects
  • Strong Microsoft Office skills including Excel & PowerPoint
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

Rockefeller Capital Management