Procedures & Training Operations
About The Position
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. The Operations Specialist will be responsible for operational onboarding, enhancement training, procedure creation and maintenance within the Rockefeller Global Family Office business.
Requirements
- 3-5 years’ experience in financial services
- Ability to succeed in a fast-paced, dynamic, and evolving organization
- Strong knowledge of financial services and operations is required
- Strong presentation skills
- Highly motivated, self-starter that possesses the ability to work independently and has a desire to drive operational excellence
- Exceptional ability to multitask with a strong sense of urgency and prioritization of critical deadlines
- Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across teams
- Detailed working knowledge of MS Office Suite tools
- Must be able to work well under pressure and exercise sound judgment and adhere to all regulatory and compliance requirements.
- Experience collaborating with colleagues to achieve a common goal
- A creative and analytical thinker with an execution mindset passionate about identifying opportunities and driving solutions
- Intellectually curious, high energy, driven, ambitious
Nice To Haves
- Training development & delivery experience preferred
- Familiarity with financial operations procedure structure is preferred
- Program development and project management experience preferred
Responsibilities
- Development, publishing, and maintenance of operational procedures
- Facilitate training of platform capabilities to onboarding and existing colleagues
- Development and maintenance of platform training materials
- Perform maintenance of internal resource repositories
- Use statistical methods and artificial intelligence to analyze information and develop training solutions to drive operational efficiencies
Benefits
- Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
