Senior Wealth Strategist

About the role

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. Position 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