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Rockefeller Jobs (NOW HIRING)

Rockefeller Financial

Client Associate

Boston, MA · On-site

$45K - $90K/yr

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 ...

Rockefeller Financial

Client Associate

San Francisco, CA · On-site

$75K - $90K/yr

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 ...

Rockefeller Financial

Client Associate

Grand Rapids, MI · On-site

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 ...

Rockefeller Financial

Client Associate

Newtown, PA · On-site

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 ...

Rockefeller Financial

Client Associate

Atlanta, GA · On-site

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 ...

Rockefeller Financial

Client Associate

Carmel, IN · On-site

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 ...

Rockefeller Financial

Client Associate

Manhattan, NY · On-site

$70K - $90K/yr

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 ...

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Rockefeller information

What is a Rockefeller?

A Rockefeller typically refers to a member of the Rockefeller family, a prominent American family known for their immense wealth and influence, particularly in the oil industry. The family's fortune began with John D. Rockefeller, the founder of Standard Oil, who became one of the richest people in history. Today, the name 'Rockefeller' is also associated with philanthropy, finance, and various institutions established by or named after the family. There is no specific job called 'Rockefeller'; rather, it refers to the legacy and roles held by family members in business, philanthropy, and public life.

What are the key skills and qualifications needed to thrive as a Rockefeller?

I'm sorry, but 'Rockefeller' is not a recognized professional job title. Please provide a valid real-world occupation for an accurate response.

What are some common challenges faced by professionals working in philanthropy roles at large foundations like the Rockefeller Foundation?

Professionals in philanthropy roles at major foundations often face the challenge of balancing ambitious social impact goals with practical constraints like funding limitations and stakeholder expectations. Navigating complex global issues, measuring program outcomes, and fostering partnerships across sectors are also common aspects of the job. Collaboration with diverse teams and external organizations is frequent, requiring strong communication and adaptability. Additionally, professionals must stay informed on emerging trends in philanthropy to ensure programs remain effective and relevant.

What is the difference between Rockefeller vs Financial Analyst?

AspectRockefellerFinancial Analyst
Required CredentialsBachelor's degree, finance or related field; often an MBA or CFABachelor's degree in finance, accounting, or economics; CFA preferred
Work EnvironmentHigh-level investment firms, private equity, or family officesCorporations, banks, investment firms, or consulting
Industry UsagePrivate wealth management, investment strategyFinancial planning, investment analysis, reporting
Common Search/ComparisonYesYes

Rockefeller professionals typically focus on high-net-worth client management and investment strategies within private wealth or family offices, often requiring advanced finance credentials. Financial Analysts analyze financial data, prepare reports, and support investment decisions across various industries. While both roles involve finance expertise, Rockefellers operate at a more strategic, client-focused level, whereas Financial Analysts focus on data analysis and reporting.

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Rockefeller jobs near you
Infographic showing various Rockefeller job openings in the United States as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution.

Client Associate

Rockefeller Financial

Boston, MA • On-site

$45K - $90K/yr

Other

Medical, Retirement, PTO

Re-posted yesterday

Job description

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and 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
Client Service & Relationship Support
  • Provide top-quality service to clients and support the administration of client accounts
  • Respond to client inquiries regarding account activity and statements
  • Assist clients with online account access
  • Prepare client correspondence, obtain necessary approvals, and distribute communications
  • Attend client meetings as needed
  • Assist in the preparation of presentations, reports, and other materials for client meetings
Account Administration & Cash Management
  • Open new accounts and process account maintenance requests
  • Obtain required documentation, approvals, and signatures for account-related activities
  • Complete investment subscription documents
  • Maintain client records and files
  • Complete necessary filing and document retention requirements
  • Process asset transfers and money movement requests
  • Process client cashiering requests, including wires, checks, journals, deposits, and money market redemptions
Operations & Investment Support
  • Support the operational management of client accounts
  • Monitor daily cash activity; enter trade instructions as needed
  • Review and reconcile account activity, trades, and fund transfers with custodian and clearing firm systems
Business Development & Marketing Support
  • Support client seminars, events, and other marketing initiatives
  • Assist with client outreach and event promotion via client relationship management tool
Team & Office Administration
  • Generate and submit expense reports through Concur
  • Provide administrative and office management support to the team
    Assist with special projects and administrative tasks as needed
Qualifications
  • 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
  • Series 7 & 66 strongly preferred, and if not, willing to obtain within six months of hire date
  • BA/BS degree
Skills
  • Strong client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with Envestnet, Wealthscape, Seismic, and Addepar a plus

Compensation Range
The anticipated base salary range for this role is $45,000to $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 other variable compensation programs. 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.

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