Top 15 Rockefeller Jobs

Regional Operations Analyst
Rockefeller Capital Management —Atlanta, GA
- Full-time
- Writing skills
- Office
- Bachelor's degree
12d
Employee Benefits Operations
Rockefeller Capital Management —New York, NY
- $100,000 - $115,000 a year
- Full-time
- Microsoft Excel
- HIPAA
- Office
- Health insurance
- Retirement plan
Administrative Assistant (Part Time)
Rockefeller Capital Management —Birmingham, MI
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
10d
Financial Analyst
Rockefeller Capital Management —New York, NY
- $149,000 - $155,000 a year
- Full-time
- Computer Science
- Mid-level
- Office
- Health insurance
- Retirement plan
12d
Client Associate
Rockefeller Capital Management —Bluffton, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
11d
Senior Foundation Officer
Rockefeller Capital Management —New York, NY
- $130,000 - $150,000 a year
- Full-time
- Writing skills
- Analysis skills
- Bachelor's degree
- Health insurance
- Retirement plan
12d
Director of Technology Risk & Controls
Rockefeller Capital Management —Township of Hamilton, NJ
- $225,000 - $275,000 a year
- Full-time
- Computer Science
- Senior level
- Communication skills
- Health insurance
- Retirement plan
9d
Client Relationship Manager
Rockefeller Capital Management —Stamford, CT
- $70,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Retirement plan
Revenue Finance Associate
Rockefeller Capital Management —Township of Hamilton, NJ
- $80,000 - $100,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Retirement plan
9d
Product Management Associate
Rockefeller Capital Management —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Mid-level
- Continuous improvement
- Product management
- Health insurance
- Retirement plan
5d
Production Change and Resilience Management Lead
Rockefeller Capital Management —Township of Hamilton, NJ
- $175,000 - $200,000 a year
- Full-time
- Analysis skills
- Senior level
- Leadership
- Health insurance
- Retirement plan
10d

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Regional Operations Analyst

Rockefeller Capital Management -
Atlanta, GA

Apply Now

Job Details

Full-time
12 days ago

Qualifications

Project coordination
Bachelor's degree

Full Job Description

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

Position:

The Regional Operations Analyst will serve as a key support resource to the Director of Business Execution and the Southeast Regional leadership team. Based in our Atlanta office, this is an entry-level to early-career opportunity ideal for a motivated, detail-oriented professional looking to build a career within a leading wealth management organization.

This role offers broad exposure across wealth management operations, including close collaboration with advisory teams and involvement in both strategic and administrative initiatives that drive regional performance. The individual will play an active role in supporting day-to-day operations while contributing to project-based work that enhances the efficiency and long-term success of the Southeast Region.

Responsibilities:

Provide direct support to the Director of Business Execution and the Southeast Regional leadership team across a broad range of business initiatives, strategic projects, and day-to-day priorities
Assist with employee onboarding processes, including coordination of new hire logistics, system access, documentation, and orientation activities
Support the onboarding of new advisory teams joining the region, facilitating a seamless transition and integration into regional workflows, systems, and culture
Assist in the development, training, and dissemination of best practices, standard operating procedures, and operational guidelines to ensure consistency and excellence across the team
Coordinate real estate and office management matters, including workspace logistics, facilities requests, vendor coordination, and office services oversight
Serve as a point of support for operational and administrative requests delegated from regional leadership, ensuring diligent follow-through and timely resolution
Monitor and assist in improving internal processes by gathering, analyzing, and interpreting operational data and metrics; present well-organized recommendations for continuous improvement
Ensure all operational activities support and reflect the team’s commitment to delivering an elevated, world-class client experience
Partner with Private Advisors and team members on a wide range of operational needs, special projects, and ad hoc requests, serving as a reliable and resourceful extension of the regional leadership team

Qualifications:

Bachelor’s degree required
1-3 years of experience in operations in a fast-paced, dynamic leading organization
Willingness to obtain Series 7, 66, 9, and 10
Banking or financial services experience preferred
Operational experience a plus
Willingness and ability to travel as needed, approximately 5%-10%, to support onboarding of new advisory teams and regional initiatives

Skills:

Desire to drive client excellence
Understanding of High-Net-Worth and Ultra-High-Net-Worth client segments and needs
Experience collaborating with a solid network of strategic partnerships
Strategic thinker, passionate about identifying opportunities and driving change
Intellectually curious, high energy, driven, ambitious
Adaptable, comfortable in ambiguity
Outstanding communication (written and verbal); exceptional interpersonal abilities, team player
Solid understanding of data analysis and performance/operation metrics
Detail-oriented and resourceful with excellent organizational and project-management skills
Self-starter with the drive to self-direct independently and follow through on projects from start to finish
Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines

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.

Apply Now

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rockefeller jobs

Regional Operations Analyst

Employee Benefits Operations

Administrative Assistant (Part Time)

Financial Analyst

Client Associate

Senior Foundation Officer

Director of Technology Risk & Controls

Client Relationship Manager

Revenue Finance Associate

Product Management Associate

Production Change and Resilience Management Lead

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