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 32 markets throughout the United States, as well as an office in London. The firm oversees $198 billion in client assets as of December 31, 2025.
Position A Private Wealth Advisor team in New York City within our Private Wealth Management business unit is seeking a motivated individual to join its growing team as an Investment Strategist. The Investment Strategist will work with our Private Wealth Advisor team members and will interact directly with high‑net‑worth clients. The ideal candidate will be an integral component of the practice and be thorough in their work, operate with a high attention to detail, have strong communication, organization, time‑management and problem‑solving skills, and be driven to develop and grow in their role.
Responsibilities
Participate in Investment Committee meetings; provide information to make investment decisions
Present new ideas and adjustments to existing investments; articulate the reasons
Identify new investment opportunities, track market trends, analyze risk; provide write‑ups and reports as necessary
Maintain reporting/performance systems
Complete investment subscription documents
Trade and implement client investment strategies
Qualifications
5+ years of client service and investment experience within the financial industry
Registered with Series 7 & 66 (or 7, 65 & 63)
BA/BS degree
Skills
Client‑facing, interpersonal, organizational, and client service skills
Ability to adapt to constantly changing market conditions, reporting needs and requirements
Detail‑oriented with ability to prioritize and organize workflow
High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Ability to work in a fast‑paced, high‑intensity work environment as well as manage multiple tasks effectively
Strong Microsoft Office skills including Excel & PowerPoint, as well as Bloomberg, Envestnet & various performance reporting systems such as Tamarac and Black Diamond
Compensation Range The anticipated base salary range for this role is $100,000 to $125,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. 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., 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.
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Position A Private Wealth Advisor team in New York City within our Private Wealth Management business unit is seeking a motivated individual to join its growing team as an Investment Strategist. The Investment Strategist will work with our Private Wealth Advisor team members and will interact directly with high‑net‑worth clients. The ideal candidate will be an integral component of the practice and be thorough in their work, operate with a high attention to detail, have strong communication, organization, time‑management and problem‑solving skills, and be driven to develop and grow in their role.
Responsibilities
Participate in Investment Committee meetings; provide information to make investment decisions
Present new ideas and adjustments to existing investments; articulate the reasons
Identify new investment opportunities, track market trends, analyze risk; provide write‑ups and reports as necessary
Maintain reporting/performance systems
Complete investment subscription documents
Trade and implement client investment strategies
Qualifications
5+ years of client service and investment experience within the financial industry
Registered with Series 7 & 66 (or 7, 65 & 63)
BA/BS degree
Skills
Client‑facing, interpersonal, organizational, and client service skills
Ability to adapt to constantly changing market conditions, reporting needs and requirements
Detail‑oriented with ability to prioritize and organize workflow
High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Ability to work in a fast‑paced, high‑intensity work environment as well as manage multiple tasks effectively
Strong Microsoft Office skills including Excel & PowerPoint, as well as Bloomberg, Envestnet & various performance reporting systems such as Tamarac and Black Diamond
Compensation Range The anticipated base salary range for this role is $100,000 to $125,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. 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., 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.
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