Location: Saratoga Springs,NY, USA
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 toultra- 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 $133 billion in client assets as of March 31, 2024.
Position:A PrivateAdvisor Team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate (CA) actively supports the Private Advisor team with various tasks related to managing the client relationship. This includes in-depth financial planning around all aspects of the clients financial needs, including investment management, consolidated asset allocation analysis & reporting, cash flow, net worth reporting, income tax planning, estate planning, insurance planning, and more. The CA role requires interfacing with clients to determine client needs and expectations, and to communicate to clients as necessary. The CA develops reports that explain complex asset allocation, performance and risk management concepts to clients using the companys proprietary portfolio accounting and reporting software or other applicable system. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity are important. The CA must be able to reassess priorities as situations arise for multiple clients, and work with other team members to provide back-up and fill-in to balance workloads as needed.
Responsibilities:The anticipated base salary range for this role is $65,000 to $80,000. Base salary for the role will depend on several factors, including a candidates 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.