Senior Foundation Officer

Rockefeller Capital Management•New York, NY

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026. The Senior Foundation Officer is responsible for overseeing all aspects of our full suite of administrative services for a portfolio of Private Foundation clients. This individual will serve as the main point of contact, building strong, lasting relationships while ensuring compliance with rules and regulations that govern private foundations. This individual will play a key role in creating long-term client relationships and contributing to the continued growth and success of the Private Foundation Administration product at Rockefeller Global Family Office.

Requirements

Bachelor’s Degree
5-7 years of related experience, preferably working with high-net and ultra-high-net worth individuals and families
Strong relationship management skills with proven track record of long-term client relationships
Understanding of fiduciary concepts and legal policies related to foundation administration
Familiarity with accounting and tax processes related to foundation administration
Tech savvy with the ability to learn and utilize several platform types
Strong attention to details with excellent analytical skills
Outstanding written and verbal communication skills
High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Adept problem-solver with excellent organizational and project management skills
Ability to work in a fast-paced, high intensity work environment while managing multiple priorities and tasks with strong attention to detail and accuracy with adeptness to reassess priorities as situations arise to meet deadlines

Responsibilities

Serves as the key contact for private foundation clients, providing guidance, best practices, and high-touch relationship management.
Oversee all aspects of administration including grants management and administration, tax preparation, state filings, compliance monitoring, ad-hoc reporting, distribution monitoring, budget preparation, and meeting facilitation.
Provides excellent, seamless onboarding experiences for new clients.
Responsible for initial configuration of clients’ grants management portal and ongoing support and enhancements.
Liaises with internal departments on day-to-day operations.
Identifies opportunities for philanthropic advisory services to enhance clients’ philanthropic legacies.
Applies foundation governing document provisions consistent with applicable statutes, regulations, and compliance standards.