Director of Advisor Productivity

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 $204 billion in client assets as of January 31, 2026.

Position

The Director of Advisor Productivity is a senior regional leadership role responsible for helping Rockefeller Global Family Office (RGFO) Private Advisors grow, operate more efficiently, and deliver an exceptional client experience. This individual serves as a strategic partner to Private Advisor teams, working closely with them to optimize their practices, leverage the full RGFO platform, and navigate periods of growth and transition.

This role sits at the nexus of Private Advisors and the broader firm, collaborating with Regional Leadership and cross-functional partners across Operations, Technology, Product, Legal, and Compliance to remove friction, drive productivity, and enable high‑performing advisory businesses. Success in this role requires a proactive, solutions‑oriented mindset focused on achieving optimal client outcomes.

Responsibilities

• Partner directly with Private Advisors and their teams to support practice management, capacity planning, and sustainable growth.
• Act as a trusted resource for Private Advisors, helping to resolve business, client and operational challenges.
• Maintain regular engagement with Private Advisors to ensure alignment, momentum, and progress towards goals.
• Collaborate with regional leadership and internal partners to streamline workflows and optimize day‑to‑day operations.
• Identify recurring challenges and help and drive practical, scalable solutions across the firm.
• Support Private Advisors in navigating firm processes while upholding RGFO’s high standards of client service, risk management and compliance.
• Promote effective adoption of RGFO’s technology, tools, and capabilities, serve as an advocate for the Private Advisor experience. Partner with Recruiting and leadership on Advisor recruiting efforts and onboarding strategy.
• Support pre‑ and post‑onboarding engagement for new Advisor teams to ensure seamless integration into Rockefeller’s operating model.
• Assess team structures and growth readiness for prospective and existing Advisors.
• Serve as a continuity partner during periods of transition, expansion, or organizational change.

Qualifications

• 10+ years of experience in wealth management, advisor support, practice management, or a related leadership role.
• Deep understanding of Advisor business models, growth strategies, and client service frameworks.
• Proven ability to coach senior Advisors and influence without direct authority.
• Experience working cross‑functionally with Operations, Technology, Product, Legal, and Compliance teams.
• Experience supporting Advisor onboarding, transitions, or M&A related integrations strongly preferred.
• Comfortable operating in a fast paced, growth oriented environment.

Skills

• Trusted advisor mindset with strong judgment and discretion.
• Highly collaborative, solutions‑oriented.
• Ability to translate strategy into practical, Advisor friendly execution.
• Clear, confident communicator with senior stakeholders and Private Advisor teams. Bias toward action, accountability, and continuous improvement.

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.

#J-18808-Ljbffr