Divisional Operations Manager

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.

The Divisional Operations Manager will be responsible for managing various aspects of client operational needs for a Private Wealth Management division team. This individual will also be expected to assist with and resolve risk and compliance issues as they arise. Responsible for supporting broad direction, policies, and guidelines for the team's operational side of the business.

• 5+ years of experience in operations in a fast-paced, dynamic leading organization
• Risk and compliance experience strongly recommended
• 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 firm's elevated client experience
• Support Advisor teams with all related operational activities and needs

• Financial services experience, required
• Operational experience, required
• Bachelor's degree
• Series 9 and 10

• Desire to drive client excellence
• Understanding of High Net Worth and Ultra High Net Worth client segments and needs
• Experience collaborating with 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

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.