Senior Wealth Strategist: UHNW Tax & Estate Leader
Listed on 2026-10-17
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Finance & Banking
Wealth Management
Rockefeller Capital Management, through the Rockefeller Private Office, seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate, and financial plans for ultra-high-net-worth clients. You will collaborate with Private Advisors and external partners to deliver sophisticated planning solutions.
You will conduct research, build analyses, and guide plan implementation, leveraging the firm’s resources to preserve and grow client wealth across generations.
This role is for the Senior Wealth Strategist: UHNW Tax & Estate Leader role at Rockefeller Capital Management.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Strategist: UHNW Tax & Estate Leader role in the description above.
We appreciate your interest in this position.
Join Rockefeller Capital Management and contribute to our ongoing work.
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