Senior Wealth Strategist

About the role

Rockefeller Capital Management, founded in 1882 as the family office of John D. Rockefeller and re‑established in 2018 as an independent financial advisory firm, oversees $228 billion in client assets and operates in 35 U.S. markets plus London. The Rockefeller Private Office comprises an elite team of wealth planners, tax advisors, estate attorneys, and other experts who deliver holistic, personalized wealth‑planning and family‑office solutions. The Senior Wealth Strategist develops, consults on, and implements tax, estate, and financial plans for the firm’s most sophisticated ultra‑high‑net‑worth clients, collaborating with internal partners and clients’ external advisors to provide integrated advice.

Responsibilities

• Lead and participate in client and prospective client meetings, advising on wealth transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth‑planning matters.
• Analyze client circumstances—including trust, estate, and business organizational documents—and develop customized planning recommendations.
• Prepare, review, and present financial models and quantitative analyses that illustrate economic, tax, and estate‑planning implications of proposed strategies.
• Drive implementation and execution of planning strategies by coordinating with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other third‑party advisors.
• Serve as a subject‑matter expert on complex tax, estate, trust, charitable, executive‑compensation, and business‑owner planning matters for advisors, clients, and centers of influence.
• Partner with Private Advisors to identify planning opportunities, deepen existing client relationships, and support business‑development efforts through highly customized advice.
• Contribute to thought‑leadership initiatives by developing planning resources, white papers, presentations, client‑facing content, and advisor‑education programs.
• Mentor junior team members through collaboration on engagements, technical coaching, training initiatives, and ongoing professional development.
• Play an active role in practice development, enhancing wealth‑planning processes, tools, and service offerings, and partnering with leadership on strategic initiatives.

Qualifications

• Bachelor’s degree required.
• Juris Doctor (JD), Certified Public Accountant (CPA), Certified Financial Planner (CFP®), or similar professional designation required.
• 10+ years of experience working with UHNW clients on wealth planning in tax, trust and estate law, accounting, or a related field, focusing on clients with $25 MM+ net worth.
• Demonstrated experience with tax planning, wealth‑transfer strategies, and comprehensive financial planning.
• Current, in‑depth understanding of tax laws and estate‑planning techniques affecting UHNW individuals and their entities.

Skills

• Exceptional presentation and interpersonal skills.
• Strong project‑management and organizational abilities; capable of multitasking and reprioritizing under tight deadlines.
• Excellent written and oral communication on complex matters.
• Proficiency with wealth‑planning software and tools (e.g., eMoney or similar platforms) for reviewing detailed financial plans, projections, and presentations.
• Ability to quickly adapt to new technologies and tools that enhance the planning process.
• Enthusiastic, positive approach to problem‑solving and client service.
• Strong collaboration and partnership skills.