What are the responsibilities and job description for the Associate Fiduciary Specialist and New Business Manager position at 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 Associate Fiduciary Specialist and New Business Manager will be responsible for working with team members of the Rockefeller Trust Companies in reviewing trusts, wills and other contractual documents in connection with the inter-generational transfer of wealth. This role is a key member of the collaborative, team-centric approach to client servicing across the Global Family Office division and participating in business development efforts.
Responsibilities
- Assist in managing fiduciary relationships and apply knowledge of fiduciary and estate planning strategies to benefit current and prospective clients
- Support Senior Trust and Estate Advisor in managing day-to-day legal questions in connection with fiduciary accounts, particularly as they may relate to Delaware trust law.
- Draft internal documents such as direction letters and trust summaries and assist Trust Officers in answering legal questions pertaining to trust administration.
- Oversee onboarding process including, but not limited to, the collection of KYC/AML information and due diligence processes in the pre-approval stage of onboarding trust accounts.
Qualifications
- Bachelor's degree
- JD required/LLM preferred
- Previous experience working with Delaware trusts
- 5 years of experience in trust servicing and administration
Skills
- Strong organization skills, attention to detail and the ability to multitask and reprioritize within tight deadlines
- Pragmatic problem-solver who enjoys educating advisors
- Excellent communication skills on complex matters, both written and oral
- Extensive knowledge of the trust and estate business
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.
