About Rockefeller Capital Management:
Rockefeller Capital Management is a leading independent financial advisory firm \xe2\x80\x93 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 $95 billion in client assets. Position:
As a member of the Opportunistic Investing team within the Investment Solutions Group, the individual will work closely with product development, manager selection, and operations to continue the mission in curating a world-class alternative investments platform. The individual will support the alternative investments distribution function, where the primary responsibility is to partner alongside Rockefeller Private Advisors to provide expertise and guidance for the alternative investment offerings available on the platform. Responsibilities:

• Build new, trusted partnerships with Rockefeller Private Advisors as an Alternative Investment Specialist, providing guidance across hedge funds, private equity, private credit, private real assets, exchange funds and direct investment opportunities available
• Develop expertise on all Rockefeller investment solutions across the Opportunistic Investing platform
• Coordinate with the Head of AI Distribution on Private Advisor coverage and client engagement, hosting monthly workshops, educational seminars, and client meetings
• Lead proactive outreach to new AI users at Rockefeller, ensuring a thorough understanding of the product suite and best practices for implementation
• Assist in answering inbound requests regarding product clarifications, fund updates, performance inquiries, as well as other matters to maximize advisor and client experience
• Assist in coordinating efforts of third-party partners on regional travel for roadshows and educational events
• Assist in creating product summaries, talking points and presentation materials to present to both internal and external stakeholders.
• Work across the department with the product development, manager selection and operations teams on demand assessments, marketing materials, and broader platform enhancements
• Provide strategic and tactical advice in all aspects of the development and implementation of the Company\xe2\x80\x99s alternative investment offerings in an effort to scale the business more effectively and efficiently

Qualifications:

• Strong academic background with an undergraduate degree and possibly an MBA, CFA, CAIA or other graduate degree
• At least 5 \xe2\x80\x93 7 years of experience in the Financial Services industry
• At least 3 \xe2\x80\x93 5 years of Alternative Investments experience, preferably within a private wealth management firm
• Strong Knowledge of intermediaries and third-party distribution platforms.
• Excellent communication and listening skills
• Competitive and confident, yet humble and approachable
• Willingness to engage in some travel
• Series 7 and 66 licenses required

Skills:

• Ability to make presentations effectively
• Ability to represent the Firm professionally with internal and external contacts
• Ability work effectively in a team or independently
• Ability to explain complex information clearly and simply
• Ability to anticipate and manage multiple tasks
• Excellent communication and listening skills
• Competitive and confident, yet humble and approachable
• Expertise in Microsoft Excel, Word, and Power Point

Compensation Range:
The anticipated base salary range for this role is $140,000 to $155,000. Base salary for the role will depend on several factors, including a candidate\xe2\x80\x99s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. 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, \xe2\x80\x9cRockefeller\xe2\x80\x9d) 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 (\xe2\x80\x9cprotected characteristics\xe2\x80\x9d).


Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.