Wealth Management Analyst

Rockefeller Capital Management • Atlanta, GA

5h

About The Position

An Advisor Team within our Rockefeller Global Family Office is seeking a motivated and detail‑oriented Wealth Management Analyst to join its growing practice. This role offers hands‑on exposure to portfolio management, financial planning, and high‑touch client service in a collaborative, fast‑paced environment. The Wealth Management Analyst will work closely with advisors and internal partners to support sophisticated client relationships while gaining meaningful insight into the full wealth management lifecycle. The ideal candidate is a strong team player who delivers high‑quality work with precision, communicates effectively, manages competing priorities with ease, and is eager to grow professionally within the practice. This role offers a clear opportunity for long‑term development and advancement.

Requirements

• Bachelor’s degree required; business, finance, or related field preferred
• Prior client service experience within the financial services industry or equivalent experience preferred
• Series 7 and 66 strongly preferred; willingness to obtain required licenses if not already held
• Investment knowledge or experience preferred
• Excellent client‑facing, interpersonal, organizational, and client service skills
• Strong understanding of equity, fixed income, and investment concepts
• Ability to adapt to changing market conditions, reporting needs, and priorities
• Detail‑oriented with the ability to prioritize and manage multiple workstreams effectively
• High level of integrity, professionalism, and discretion when handling sensitive information
• Strong written and verbal communication skills with the ability to collaborate across teams
• Ability to thrive in a fast‑paced, high‑intensity environment
• Proficiency in Microsoft Office, particularly Excel and PowerPoint

Responsibilities

• Support client meeting preparation by building and analyzing financial statements, developing financial planning insights, and generating portfolio allocation and performance reports
• Prepare client deliverables for client meetings alongside advisors
• Communicate directly with clients on both a scheduled and ad‑hoc basis, providing a high level of service and responsiveness
• Collect, organize, and maintain client financial data to build comprehensive and accurate client profiles
• Review daily account activity and reconcile transactions, transfers, and trades across custodial and clearing systems to ensure accuracy
• Track client allocations and asset transfers using internal systems while partnering closely with Rockefeller Operations
• Coordinate with Alternative Investment and Liquid Markets teams to support client portfolio needs
• Execute daily operational tasks including account openings, wires, journals, check requests, and other custodial responsibilities
• Document and help maintain processes and routines critical to the business
• Establish and maintain strong partnerships with internal home office teams
• Collaborate with the Advisor Team to uphold and enhance processes and systems
• Assist with marketing initiatives, special projects, and team‑wide initiatives as needed
• Manage aspects of calendars and phone lines by planning and scheduling meetings, conferences, teleconferences, and travel
• Assisting with client online access
• Responsible for submitting the team’s monthly Travel and Expense report via Concur
• Oversee client insurance and annuities processing
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
• Coordinate disbursement of Rockefeller tax documents to clients and respective CPA’s

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level