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 $237 billion in client assets as of August 31, 2026.
About the role
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 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