Senior Wealth Strategist

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals - including wealth planners, tax advisors, estate attorneys, and other experts - who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.

The Senior Wealth Strategist is a member of the Rockefeller Private Office who develops, consults on and implements tax, estate and financial plans for the most sophisticated clients of Rockefeller. In this client-facing role you will collaborate with other planning resources and partner with Rockefeller Private Advisors (financial advisors) to deepen existing client relationships and drive value for important firm prospects through sophisticated tax, estate and financial planning.

You will conduct and review research, as appropriate, and develop tax, estate and financial analyses and recommendations. In addition to collaborating with internal partners, you will work with client's external advisors (CPAs, Attorneys, etc.) to facilitate implementation and brainstorming of planning solutions.

As a Senior Wealth Strategist within Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country's most sophisticated families and individuals, leveraging Rockefeller's legendary legacy and resources to help clients preserve and grow their wealth across generations.

• Client & Prospect Engagement: Lead and participate in client and prospective client meetings, serving as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth planning matters. Effectively communicate complex financial concepts in a clear, confident, and relatable manner.
• Planning Analysis & Recommendations: Analyze client circumstances, including review of trust and estate planning and business organizational documents and develop customized planning recommendations. Prepare, review, and present financial models and quantitative analyses that illustrate the economic, tax, and estate planning implications of strategies under consideration by clients and prospects.
• Strategy Execution & Coordination: Drive the implementation and execution of planning strategies by coordinating with internal and external stakeholders, including Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other third-party advisors. Ensure planning recommendations are effectively executed and aligned with client objectives.
• Technical Subject Matter Expertise: Serve as a subject matter expert and technical resource for advisors, clients, and centers of influence on complex tax, estate, trust, charitable,…