Hybrid Trust Operations Lead at Rockefeller Capital Management

About Rockefeller Capital Management:

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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position:

The Trust Operations Manager will provide Operational support to the Rockefeller Trust Company (N.A. and Delaware) which includes day to day support as well as ownership of key business initiatives and projects.

Responsibilities:

• Provide broad operational support for client onboarding, account administration, statement production and various other areas that support the operational activities of the Rockefeller Trust Company.
• Complete daily account maintenance items including account coding, statement setup, posting cash/asset transfer activity, researching discrepancies between RCM account and custody account, coordinating custodial requests.
• Supports the Rockefeller Trust Company with centralized financial and performance reporting needs.
• Work closely with the Rockefeller Trust Company and other teams across the Firm on various special projects, including the evolution of the GWES platform.
• Monitor and improve internal processes, workflows and procedures to improve efficiency, reduce operational risk and ensure compliance with policies and procedures.

Qualifications:

• Bachelor's Degree required or equivalent combination of education and experience
• 10+ years of related experience in operations in a fast-paced, dynamic leading organization
• Strong operational background required
• Trust Accounting experience preferred, but not required
• Experience in banking or financial services experience, particularly with the High-Net-Worth and Ultra-High-Net-Worth client segments, preferred

Skills:

• Desire to drive client excellence
• Ability to solve problems independently
• Experience collaborating with a solid network of strategic partnerships
• Strategic thinker, passionate about identifying opportunities and driving change
• A creative and analytical thinker with an executional mindset
• Intellectually curious, high-energy, driven, ambitious, commercial
• Adaptable, comfortable in ambiguity
• Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across divisions and understands the importance of being responsive
• 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

Compensation Range:

The anticipated base salary range for this role is $120,000 to $130,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. ​

Disclosure:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

 

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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