Retirement Solutions Associate

Rockefeller Capital Management•New York, NY

16h

About The Position

The Retirement Solutions Associate supports the day-to-day management and continued growth of Rockefeller Capital Management’s retirement plan offering. This includes retirement plans maintained through approved recordkeeping partners and retirement plan business held on the firm’s brokerage platform. The role provides administrative, sales, client transition, relationship-management, billing, reporting, and operational support to advisors and internal partners.

Requirements

2–4 years of financial services experience.
General understanding of retirement plans, investment products, and financial markets.
Strong organizational skills and the ability to manage multiple priorities and meet deadlines.
Strong written and verbal communication skills, with the ability to interact effectively with Financial Advisors, internal partners, and external service providers.
Proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook.
FINRA Series 7 and 66 licenses are required within 180 days of employment.

Nice To Haves

Experience working with Financial Advisors and/or retirement plan clients.

Responsibilities

Provide administrative and sales support to Rockefeller Private Advisors who prospect for and manage retirement plan business, including 401(k) and other defined contribution plans.
Support the transition and onboarding of retirement plan clients associated with newly recruited Private Advisor teams.
Assist in managing relationships with external retirement plan service providers, recordkeepers, and asset management partners.
Support monthly and quarterly retirement plan billing processes, including coordination, review, and reconciliation as needed.
Manage recurring monthly and quarterly product, sales, and business reporting.
Partner with internal teams to support the ongoing administration and growth of RCM’s retirement plan offering.
Assist with advisor inquiries related to retirement plan products, platforms, service providers, and operational processes.