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Summer Analyst Position

2 months ago

Charlotte, North Carolina, United States Rockefeller Financial Full time
{"title": "Summer Analyst Position", "content": "Join Our Team at Rockefeller Capital Management

We are seeking a highly motivated and detail-oriented Summer Analyst to join our team at Rockefeller Capital Management. As a Summer Analyst, you will have the opportunity to gain hands-on experience in the financial services industry and contribute to the success of our organization.

About the Role

The Summer Analyst will support the Divisional Director and their team in serving as points of contact for Financial Advisor teams joining the Rockefeller Capital Management platform. This individual will liaise with various departments, including Compliance, Operations, Technology, Products and Marketing.

Responsibilities
  • Assist the Divisional Director in projects and initiatives they are involved in within the business and across the organization
  • Assist the team in the day-to-day as it relates to the on-boarding and continued support of Financial Advisors and their client accounts
  • Assist with ad-hoc projects relating to transition of Advisors book, client engagement and marketing
  • Support the Divisional Director and the team on various Financial Advisor recruiting efforts
  • Develop and contribute to best practices for the Business
Requirements
  • High school degree required
  • Pursuing a degree with a concentration in Finance, Operations, Economics, or Business is desirable
  • Prior internship experience in wealth management experience a plus
What We Offer

We offer a competitive hourly rate and a dynamic work environment that fosters growth and development. If you are a motivated and detail-oriented individual who is passionate about the financial services industry, we encourage you to apply for this exciting opportunity.

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