What are the responsibilities and job description for the Procedures & Training Operations position 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 32 markets throughout the United States, as well as an office in London. The Firm oversees $208 billion in client assets as of February 28, 2026.
Position
The Operations Specialist will be responsible for operational onboarding, enhancement training, procedure creation and maintenance within the Rockefeller Global Family Office business.
Responsibilities
The anticipated base salary range for this role is $80,000 to $90,000. 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.
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 $208 billion in client assets as of February 28, 2026.
Position
The Operations Specialist will be responsible for operational onboarding, enhancement training, procedure creation and maintenance within the Rockefeller Global Family Office business.
Responsibilities
- Development, publishing, and maintenance of operational procedures
- Facilitate training of platform capabilities to onboarding and existing colleagues
- Development and maintenance of platform training materials
- Perform maintenance of internal resource repositories
- Use statistical methods and artificial intelligence to analyze information and develop training solutions to drive operational efficiencies
- 3-5 years’ experience in financial services
- Ability to succeed in a fast-paced, dynamic, and evolving organization
- Strong knowledge of financial services and operations is required
- Training development & delivery experience preferred
- Familiarity with financial operations procedure structure is preferred
- Program development and project management experience preferred
- Strong presentation skills
- Highly motivated, self-starter that possesses the ability to work independently and has a desire to drive operational excellence
- Exceptional ability to multitask with a strong sense of urgency and prioritization of critical deadlines
- Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across teams
- Detailed working knowledge of MS Office Suite tools
- Must be able to work well under pressure and exercise sound judgment and adhere to all regulatory and compliance requirements.
- Experience collaborating with colleagues to achieve a common goal
- A creative and analytical thinker with an execution mindset passionate about identifying opportunities and driving solutions
- Intellectually curious, high energy, driven, ambitious
The anticipated base salary range for this role is $80,000 to $90,000. 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.
Salary : $80,000 - $90,000