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 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.
Position About Rockefeller Asset Management
Rockefeller Asset Management serves institutions, financial professionals, and other institutionally-minded investors through equity, fixed income, and alternative solutions that seek outperformance driven by a disciplined investment process. As part of the Rockefeller ecosystem, Rockefeller Asset Management is distinctively positioned to convene global networks to generate insights and outcomes not commonly found in the investment community. With over 30 years of intellectual capital from pioneering global equity, U.S. small cap equity, and sustainable investing experience, and decades of constructive shareholder engagement, Rockefeller Asset Management is committed to delivering innovative investment solutions and responsive client services. As of December 31, 2023, Rockefeller Asset Management has approximately $13.3 billion in assets under supervision.
The Strategic Accounts Lead is mainly responsible for supporting our U.S. Strategic Account sales and client service efforts across all our team’s constituents: 1) Internally with the Rockefeller Global Family Office Private Advisor Teams and 2) Externally with the primary focus on Large Intermediaries and Asset Owners (i.e: Global Private Banks, Sub-Advised Sponsors, Broker Dealers, & Independent RIAs). The Strategic Accounts Lead will be expected to support the distribution and client service efforts across all of RAM’s investment strategies, including alternatives, equities and fixed income.
Responsibilities - Serve as lead relationship manager for client relationships across specified channels, with a specific focus to the Rockefeller Global Family Office Private Advisor Teams
- Participate in live client & prospective client meetings by discussing investment portfolios or established RAM strategies to provide information and/or data on a real time basis
- Build prospective and current client investment portfolio proposals including relevant RAM strategies
- Routinely research and identify potential prospects via online databases and other capital introduction resources
- Prepare prospect or client briefs in advance of meetings. Post meeting, assist with follow up items and document meeting activities
- Regularly interface with investment team members, performance/portfolio analytics and trading colleagues to help organize meetings, coordinate presentation material/content and respond to inquiries from external constituents
- Source, coordinate and help complete:
- Request for Proposals (RFP)
- Due Diligence Questionnaires (DDQ)
- Monthly and Quarterly updates/marketing materials
- Ad hoc portfolio performance data and commentary requests
- Support team with management reporting, including sales pipeline and sales statistics
- Support business development initiatives for RAM’s platform of strategies whether it be the launch of new strategies or enhancing current strategies
- Conduct competitive analysis on investment products, strategies and trends in the marketplace
- Develop familiarity with Rockefeller Asset Management history, organizational structure and related subjects, including ability to articulate our investment process, portfolio structures and characteristics
Qualifications- Bachelor’s Degree
- 3-4 years of asset management, wealth management or relevant business development experience
- Experience in fundraising with a demonstrated track record of increasing run rate revenue
- Strong knowledge of fixed income markets and investment strategies
- FINRA series 7 & 63 licenses are required for this position. Candidates are not required to have series 7 & 63 licenses, but must obtain within 90 days of hire
- Willingness to pursue a CFA designation or MBA is desirable
Skills - Strong analytical and technical skills
- Strong oral and written communication skills
- Heightened sense of quality control and attention to detail
- Ability to work independently (self-starter) and as part of a team
- Ability to anticipate and manage multiple tasks
- Possesses impressive organizational skills, prioritizes, and uses time efficiently
- Flexibility to travel to attend client meetings/conferences to support the sales team
- Expertise in Microsoft Excel, Word, and Power Point
- Working knowledge of Salesforce Bloomberg, eVestment, & Morningstar is a plus
Compensation Range The anticipated base salary range for this role is $105,000 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.
