What are the responsibilities and job description for the Operations Associate position at Rockefeller Capital Management?
Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees more than $95 billion of client assets. Headquartered in New York City, the firm has over thirty offices across the United States.
Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 140-year history of excellence in global family office and investment management of the Rockefeller family.
Position
Operations Associate based in Chicago, IL to assist with managing various aspects of client operational needs for a Private Wealth Management division team. Will partner with the Operations Manager to support broad direction, policies, and guidelines for the team’s operational side of the business.
Responsibilities
• Help define success criteria and core metrics, including leading indicators which will be used to evaluate overall business performance
• Improve and monitor internal processes, setting up internal systems, review operation reports by gathering, analyzing, and interpreting data and metrics and continually introduce process improvement measures and present suggestions
• Drive decisions for operations activities and responsible for special projects
• Ensure that operational priorities are aligned with the team’s elevated client experience
• Support the Advisor team with all related operational activities and needs
• Handle various administrative functions
Qualifications
• Bachelor’s degree
• 1-3 years of experience in operations in a fast-paced, dynamic leading organization
• Banking or financial services experience preferred
• Operational experience a plus
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
• A creative and analytical thinker with an execution mindset
• Intellectually curious, high energy, driven, ambitious, commercial
• Adaptable, comfortable in ambiguity
• Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across divisions
• 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.
Salary : $0
