Regional Operations and Service Analyst

Rockefeller Capital Management•New York, NY

17h

About The Position

The Regional Operations Analyst will serve as a key support resource to the Director of Business Execution and the Northeast Regional leadership team. This role offers broad exposure across wealth management operations, including close collaboration with advisory teams and involvement in both strategic and administrative initiatives that drive regional performance. The individual will play an active role in supporting day-to-day operations while contributing to project-based work that enhances the efficiency and long-term success of the Northeast Region.

Requirements

Bachelor’s degree required
1-3 years of experience in operations in a fast-paced, dynamic leading organization
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
Intellectually curious, high energy, driven, ambitious
Adaptable, comfortable in ambiguity
Outstanding communication (written and verbal); exceptional interpersonal abilities, team player
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

Nice To Haves

Series 7 and 66 preferred, willingness to obtain Series 9 and 10
Banking or financial services experience preferred
Operational experience a plus

Responsibilities

Provide direct support to the Director of Business Execution and the Northeast Regional leadership team across a broad range of business initiatives, strategic projects, and day-to-day priorities
Assist with employee onboarding processes, including coordination of new hire logistics, system access, documentation, and orientation activities
Support the onboarding of new advisory teams joining the region, facilitating a seamless transition and integration into regional workflows, systems, and culture
Assist in the development, training, and dissemination of best practices, standard operating procedures, and operational guidelines to ensure consistency and excellence across the team
Coordinate real estate and office management matters, including workspace logistics, facilities requests, vendor coordination, and office services oversight
Serve as a point of support for operational and administrative requests delegated from regional leadership, ensuring diligent follow-through and timely resolution
Monitor and assist in improving internal processes by gathering, analyzing, and interpreting operational data and metrics; present well-organized recommendations for continuous improvement
Ensure all operational activities support and reflect the team’s commitment to delivering an elevated, world-class client experience
Partner with Private Advisors and team members on a wide range of operational needs, special projects, and ad hoc requests, serving as a reliable and resourceful extension of the regional leadership team