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 $151 billion in client assets as of December 31, 2024.
Position:

POSITION

Rockefeller Capital Management’s Charlotte Office within the Rockefeller Global Family Office is looking for a Summer Analyst to support the team. The Summer Analyst will support the Divisional Director for this location and their team in serving as points of contact for Financial Advisor teams joining the Rockefeller Capital Management platform. This individual will liaise with various departments, including Compliance, Operations, Technology, Products and Marketing. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities:

• Assist the Divisional Director in projects and initiatives they are involved in within the business and across the organization
• Assist the team in the day-to-day as it relates to the on-boarding and continued support of Financial Advisors and their client accounts
• Assist with ad-hoc projects relating to transition of Advisor’s book, client engagement and marketing
• Support the Divisional Director and the team on various Financial Advisor recruiting efforts
• Develop and contribute to best practices for the Business

Qualifications:

• High school degree required
• Pursuing a degree with a concentration in Finance, Operations, Economics, or Business is desirable
• Prior internship experience in wealth management experience a plus

Skills:

• Basic understanding of investments and/or portfolio reporting and related terminology
• Highly proficient in Microsoft Office with emphasis on Excel; ability to use Excel to organize, analyze, present and report on client information; Word, Access and PowerPoint a plus
• 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

Compensation Range:
The anticipated hourly rate for this role is $35/hour. Salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of this rate. 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

• Assist the Divisional Director in projects and initiatives they are involved in within the business and across the organization
• Assist the team in the day-to-day as it relates to the on-boarding and continued support of Financial Advisors and their client accounts
• Assist with ad-hoc projects relating to transition of Advisor’s book, client engagement and marketing
• Support the Divisional Director and the team on various Financial Advisor recruiting efforts
• Develop and contribute to best practices for the Busines