Strategy and Execution

Rockefeller Capital Management•Hamilton Township, NJ

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 $203 billion in client assets as of March 31, 2026. Rockefeller Capital Management is seeking a high-performing individual to join the Advisor Performance & Compensation (AP&C) team. This role is intentionally structured with a dual mandate: 50% focused on Advisor Performance & Compensation, supporting core compensation processes, advisor economics, and performance analytics; and 50% focused on Strategy and Execution of Firm-Wide Initiatives, partnering across the business and COO organization, practice management, and technology to help drive and execute strategic priorities. The role is designed for a strategic, analytically driven professional who can operate effectively both in the details of compensation and at a higher altitude—helping translate firm strategy into execution through data, automation, and cross-functional collaboration. The individual will play a meaningful role in evolving how advisor and business data is leveraged.

Requirements

Bachelor’s degree with a concentration in Finance, Accounting, Economics, or a related field.
Prior internship experience in corporate finance, accounting, or a related analytical role.
3–5 years of experience in finance, accounting, or analytical roles.
Excel proficiency required, including complex formulas, pivot tables, lookups, scenario analysis, and large-dataset management; proficiency in PowerPoint and Word.
Experience or strong interest in leveraging advanced analytics, automation, and BI tools (e.g., Alteryx, Power BI, AI-enabled workflows).
Excellent written and verbal communication skills, with confidence presenting to senior and cross-functional stakeholders.
High attention to detail, accuracy, and deadlines in a compensation-sensitive environment.
Strong organizational skills with the ability to manage multiple initiatives and shifting priorities.
Proven discretion and judgment when working with confidential information.
Collaborative, proactive, and comfortable operating across both strategy and execution.

Responsibilities

Assist with the monthly advisor and support staff compensation close process, including account reconciliations, journal entries, and analytical review.
Support advisor performance, productivity, profitability, and compensation analytics for leadership discussions and decision-making.
Act as a liaison with regional leadership to support advisor team compensation needs and inquiries.
Ensure data integrity, accuracy, and appropriate handling of sensitive and confidential advisor compensation information.
Partner closely with the COO leadership team, practice management, and technology stakeholders to support the strategy and execution of firm-wide initiatives impacting advisor performance, compensation, and operating efficiency.
Contribute to the continued modernization of AP&C processes and analytics through automation, business intelligence tools, and emerging technologies (e.g., Alteryx, Power BI, AI-enabled workflows).
Help translate strategic objectives into actionable analyses, tools, and deliverables that improve scalability, transparency, and decision-making.
Provide analytical and execution support for cross-functional initiatives, ensuring alignment between business objectives and delivery.