What are the responsibilities and job description for the Strategy and Execution 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 $203 billion in client assets as of March 31, 2026.
Position
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
Responsibilities
Advisor Performance & Compensation (≈50%)
- 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.
Strategy & Firm Initiative Execution (≈50%)
- 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.
Qualifications
- 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.
Skills
- 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.
Compensation Range
The anticipated base salary range for this role is $100,000 to $115,000. 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.