Private Advisor Team Summer Intern, 2026

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

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking an Intern to support their team this summer. The Intern will work with our Private Advisor team members to assist with all aspects of servicing the client, including gathering client data, preparing client materials, and administrative work as needed. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. 

Responsibilities

• Account opening and maintenance 
• Transferring assets and money movement 
• Completing investment subscription documents 
• Cash management & RMDs 
• Assisting with client online access 
• Responding to account activity and statement inquiries 
• Managing life events 
• Administrative work as needed 
• Provide top quality service to clients and complete administration of client accounts 
• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
• Generate expense reports for submission using Concur 
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved 
• Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.) 
• Support marketing efforts by promoting client seminars and events
• Offer administrative and office management support to the team 
• Prepare client correspondence, obtain necessary management approvals, and transmit 
• Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy 
• Oversee client insurance and annuities processes
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings 
• Attend client meetings as necessary and present client performance
• Complete necessary filing and maintain client files 
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm 
• Additional duties as assigned
  
  
  

Qualifications

• High school degree required
• Pursuing a degree with a concentration in Finance, Operations, Economics, or Business is desirable
• Prior internship experience in a family office, wealth management or financial services a plus
  
  
  

Skills

• Highly proficient in Microsoft Office with emphasis on Excel; ability to use Excel to organize, analyze, present and report on client information; Word, Access, and PowerPoint a plus 
• Ability to work well independently and as a part of a team
• Ability to multi-task and be able to reassess priorities as situations arise
• Detail-oriented and attention to accuracy and meeting deadlines
• Excellent interpersonal skills
• Ability to exercise discretion with confidential matters
• Strong communication skills, both written and verbal
• Ability to express ideas clearly and concisely
  
  
  

Compensation Range

The anticipated hourly rate for this role is $19-$25/hour. Hourly rate 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. 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.