DEPARTMENT: Private Wealth Management

POSITION TITLE: Operations Analyst

MANAGER: Private Wealth Management Divisional Director, Atlanta

LOCATION: Atlanta, GA

About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. The firm oversees more than $50 billion of client assets. Headquartered in New York City, the Firm also has offices in Atlanta, Boca Raton, Boston, Dallas, Los Angeles, Mountain View, Philadelphia, Salt Lake City, San Francisco, Saratoga Springs, Washington, DC, and Wilmington, DE.

Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 136-year history of excellence in global family office and investment management of the Rockefeller family.

Position

Operations professional based in Atlanta to manage various aspects of client operational needs for a Private Wealth Management team. Responsible for supporting broad direction, policies, and guidelines for the team’s operational side of the business.

Responsibilities

  • Help define success criteria and core metrics, including leading indicators which will be used to evaluate overall business performance
  • Improve and monitor internal processes, setting up internal systems, review operation reports by gathering, analyzing and interpreting data and metrics and continually introduce process improvement measures and present suggestions
  • Drive decisions for operations activities and responsible for special projects
  • Ensure that operational priorities are aligned with the team’s elevated client experience
  • Support the Advisor team with all related operational activities and needs

Qualifications

  • 1-3 years of experience in operations in a fast-paced, dynamic leading organization
  • Banking or financial services experience preferred
  • Operational experience a plus
  • Bachelor’s degree preferred

Skills

  • Desire to drive client excellence
  • Understanding of High-Net-Worth and Ultra-High-Net-Worth client segments and needs
  • 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 execution 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
  • 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