Investment Solutions Specialist

1 day ago

New York, New York, United States Rockefeller Financial Full time

About Rockefeller Financial

Rockefeller Financial is a leading independent financial advisory services firm with a rich history dating back to 1882. As a member of the Investment and Client Solutions Group, you will be part of a team that provides 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 and is committed to delivering exceptional investment solutions to its clients. As an Investment Solutions Specialist, you will work closely with the Head of Distribution to partner alongside Rockefeller Private Advisors and provide expertise and guidance for both alternative and traditional investment offerings available on the platform.

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
  • 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, and 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 to 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 PowerPoint

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 Financial offers a comprehensive benefit package, including health coverage, vacation time, paid leave, retirement plan, and more. Visit https://www.rockefellerfinancial.com/careers 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 Financial participates in the E-Verify program in certain locations, as required by law.

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