About Rockefeller Capital Management: Position: Responsibilities:

• Develop expertise on all Rockefeller investment solutions across the Investment and Client Solutions Investing platform
• Assist in creating product summaries, talking points and presentation materials to present to both internal and external stakeholders.
• Work across the department with the product development, manager selection and operations teams on demand assessments, marketing materials, and broader platform enhancements including the implementation of Salesforce
• Build new, trusted partnerships with Rockefeller Private Advisors as an Alternative Investment Specialist, providing guidance across hedge funds, private equity, private credit, private real assets, exchange funds, tax advantages strategies and direct investment opportunities available.
• Assist in coordinating efforts of third-party partners on regional travel for roadshows and educational events
• Lead proactive outreach to new AI users at Rockefeller, ensuring a thorough understanding of the product suite and best practices for implementation
• Assist in answering inbound requests regarding product clarifications, fund updates, performance inquiries, as well as other matters to maximize advisor and client experience
• Provide strategic and tactical advice in all aspects of the development and implementation of the Company’s alternative investment offerings in an effort to scale the business more effectively and efficiently

Qualifications:

• Strong academic background with an undergraduate degree and possibly an MBA, CFA, CAIA or other graduate degree
• At least 3 – 5 years of experience in the Financial Services industry
• Alternative Investments experience, preferably within a private wealth management firm
• Strong Knowledge of intermediaries and third-party distribution platforms
• Excellent communication and listening skills
• Competitive and confident, yet humble and approachable
• Willingness to engage in some travel
• Series 7 and 66 licenses required

Skills:

• Ability to make presentations effectively
• Ability to represent the Firm professionally with internal and external contacts
• Ability work effectively in a team or independently
• Ability to explain complex information clearly and simply
• Ability to anticipate and manage multiple tasks
• Excellent communication and listening skills
• Competitive and confident, yet humble and approachable
• Expertise in Microsoft Excel, Word, and Power Point

Compensation Range: Disclosure: