Application Support - Rockefeller Capital Management : Job Details

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 $151 billion in client assets as of December 31, 2024.

We are seeking a polished, proactive, and professional Application and Technology Systems Support Specialist to interact with multiple 3rd party and in-house developed financial management systems. The candidate will support Rockefeller Global Family Office Advisor teams and their clients, as well as Operations, Brand & Marketing, Finance, and other business units within the organization. In this role, the candidate will work as part of an Application and Systems Support team, interacting with internal employees and external clients in a fast-paced, growing environment where we provide white-glove service and ensure client satisfaction.

• Responsibilities include working with financial advisors, support staff, and their clients, researching and responding to client inquiries, building and maintaining strong relationships, identifying and supporting solutions that serve client needs, conducting client outreach, performing daily systems processing, and providing account information to advisors and clients.
• Functional responsibilities include application and technology support for internal and external client inquiries, application provisioning, onboarding internal associates and external clients, managing projects, building and optimizing processes to drive efficiency across the organization, engaging in and following controlled change management procedures, facilitating, leading, and participating in meetings with vendors and internal associates, and interacting with mass-affluent Rockefeller clients and all levels of Rockefeller associates.

• Proven experience and knowledge of financial reporting systems and terminology
• Solid understanding of IT infrastructure, hardware, networks, and security
• Relevant experience supporting and troubleshooting applications, personal computer systems, and mobile devices, ideally in a Microsoft Entra environment
• Ability to build, manage, optimize, and maintain processes
• Ability to work independently in a fast-paced, rapidly growing environment
• Startup mentality with full expectations to often work outside of typical 9-to-5 hours
• Ability to partner within and across small teams of business and technical experts
• Windows 11 based PC for use to access RCM while off premises

Desired Technical Proficiencies:

• Bloomberg, Addepar, Tamarac, FactSet, CRM systems including MS Dynamics, DocuSign, eMoney, Wealthscape, Microsoft Entra, SharePoint, OneDrive, Windows OS, MacOS, iOS, Android, Microsoft 365 applications, Teams, Viva Engage, MS Dynamics, DevOps, MS Flow/Power Automate

The anticipated base salary for this role is $150,00-$160,000. 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.

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.