Regional Operations and Service Analyst
Job Description
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 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
Position
The Regional Operations Analyst will serve as a key support resource to the Director of Business Execution and the Northeast Regional leadership team. This role offers broad exposure across wealth management operations, including close collaboration with advisory teams and involvement in both strategic and administrative initiatives that drive regional performance. The individual will play an active role in supporting day-to-day operations while contributing to project-based work that enhances the efficiency and long-term success of the Northeast Region.
Responsibilities
- Provide direct support to the Director of Business Execution and the Northeast Regional leadership team across a broad range of business initiatives, strategic projects, and day-to-day priorities
- Assist with employee onboarding processes, including coordination of new hire logistics, system access, documentation, and orientation activities
- Support the onboarding of new advisory teams joining the region, facilitating a seamless transition and integration into regional workflows, systems, and culture
- Assist in the development, training, and dissemination of best practices, standard operating procedures, and operational guidelines to ensure consistency and excellence across the team
- Coordinate real estate and office management matters, including workspace logistics, facilities requests, vendor coordination, and office services oversight
- Serve as a point of support for operational and administrative requests delegated from regional leadership, ensuring diligent follow-through and timely resolution
- Monitor and assist in improving internal processes by gathering, analyzing, and interpreting operational data and metrics; present well-organized recommendations for continuous improvement
- Ensure all operational activities support and reflect the team’s commitment to delivering an elevated, world-class client experience
- Partner with Private Advisors and team members on a wide range of operational needs, special projects, and ad hoc requests, serving as a reliable and resourceful extension of the regional leadership team
Qualifications
- Bachelor’s degree required
- 1-3 years of experience in operations in a fast-paced, dynamic leading organization
- Series 7 and 66 preferred, willingness to obtain Series 9 and 10
- Banking or financial services experience preferred
- Operational experience a plus
Skills
- Desire to drive client excellence
- Understanding of High-Net-Worth and Ultra-High-Net-Worth client segments and needs
- Experience collaborating with a solid network of strategic partnerships
- Strategic thinker, passionate about identifying opportunities and driving change
- Intellectually curious, high energy, driven, ambitious
- Adaptable, comfortable in ambiguity
- Outstanding communication (written and verbal); exceptional interpersonal abilities, team player
- Solid understanding of data analysis and performance/operation metrics
- Detail-oriented and resourceful with excellent organizational and project-management skills
- Self-starter with the drive to self-direct independently and follow through on projects from start to finish
- Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
Compensation Range
The anticipated base salary range for this role is 75,000 to 85,000. 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.
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 Capital Management participates in the E-Verify program in certain locations, as required by law.
- Bachelor’s degree required
- 1-3 years of experience in operations in a fast-paced, dynamic leading organization
- Series 7 and 66 preferred, willingness to obtain Series 9 and 10
- Banking or financial services experience preferred
- Operational experience a plus
- Provide direct support to the Director of Business Execution and the Northeast Regional leadership team across a broad range of business initiatives, strategic projects, and day-to-day priorities
- Assist with employee onboarding processes, including coordination of new hire logistics, system access, documentation, and orientation activities
- Support the onboarding of new advisory teams joining the region, facilitating a seamless transition and integration into regional workflows, systems, and culture
- Assist in the development, training, and dissemination of best practices, standard operating procedures, and operational guidelines to ensure consistency and excellence across the team
- Coordinate real estate and office management matters, including workspace logistics, facilities requests, vendor coordination, and office services oversight
- Serve as a point of support for operational and administrative requests delegated from regional leadership, ensuring diligent follow-through and timely resolution
- Monitor and assist in improving internal processes by gathering, analyzing, and interpreting operational data and metrics; present well-organized recommendations for continuous improvement
- Ensure all operational activities support and reflect the team’s commitment to delivering an elevated, world-class client experience
- Partner with Private Advisors and team members on a wide range of operational needs, special projects, and ad hoc requests, serving as a reliable and resourceful extension of the regional leadership team