[ref. b51645702] Transition Management Operations Analyst
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 $133 billion in client assets as of March 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:
- A BA/BS is required; degree/coursework in Finance, Accounting, Economics or Statistics preferred. Non-finance majors with relevant experience are welcome to apply. Strong academic performance
- 1-3 years of experience in back-office operations and/or transition management operations.
- Familiarity with financial systems a plus. i.e., Bloomberg, Omgeo, CRM systems, On-line Portals, Performance Reporting.
- Experience on various custodial platforms a plus.
Skills:
- Ability to work well independently and as a part of a team
- Ability to multi-task and be able to reassess priorities as situations arise
- Detail-oriented and attention to accuracy and meeting deadlines
- Excellent inter-personal skills
- Ability to exercise discretion with confidential matters
- Strong communication skills, both written and verbal
- Ability to express ideas clearly and concisely
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.