What are the responsibilities and job description for the Managed Solutions position at Rockefeller Capital Management?
Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
Position
As a member of the Managed Solutions team, the individual will be responsible for day-to-day product management support of offerings including SMAs (Separately Managed Accounts), Mutual Funds, and 529 Plans.
Responsibilities
- Develop subject matter expertise on products and solutions – support Private Advisors with product, process, and policy inquiries; create and enhance marketing materials and end user guides
- Drive organic growth by providing supportive analysis on strategy replacements, gain/loss impact and general product inquiries
- Execute set up for new mutual funds and SMAs, obtain fund approvals (for restricted and closed funds), maintain approved lists
- Responsible for 529 product management – partner as primary liaison with RCM Operations, Finance, third party vendors and 529 Plan Providers; procure plan agreements where necessary
- Provide monthly, quarterly and ad-hoc reporting assistance for internal management and external partners
- Embrace Rockefeller’s culture of collaboration and horizontal connectivity by partnering closely with Operations, Due Diligence, Supervision, Finance, Legal, & Compliance.
Qualifications
- 5 years’ experience in Financial Services, preferred wealth management or asset management focus
- Bachelor's degree required
- Series 7 & 63 or 66
Skills
- Ability to offer superior service and support multiple inquiries
- Strong written and verbal communication skills
- Effective at problem solving, communicating expectations, and follow-through
- Proficient in Excel
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.
