Wealth Solutions Director

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.

A Private Advisor team is hiring a Wealth Solutions Director, a senior planning professional responsible for all wealth planning functions for clients, including estate and tax planning, cash flow management, insurance advisory, employee benefits, retirement planning, and charitable planning.

This individual will partner closely with Private Advisors to deliver holistic financial planning and comprehensive advisory solutions that help clients achieve their long-term financial goals and optimize the intergenerational transfer of wealth through customized strategies.

In addition to leading complex planning engagements, the Wealth Solutions Director will oversee a team of Financial Planning and Investment Associates, with responsibility for their development, workflow management, and the quality of planning and investment support provided across client service teams.

• Partner with the Private Advisors to determine and understand clients’ financial objectives, design custom plans, and strategize and execute the financial plans. Cadence of client meetings to review the plans are on a quarterly basis.
• Identify planning needs beyond a clients’ financial objectives to identify additional service offering for clients and implement bespoke strategies tailored to ensure continued wealth for generations to come.
• Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning.
• Offer and review insurance strategies, employee benefits and retirement planning, and charitable planning.
• Coordination and oversight with other Family Office Solutions such as bill pay and CFO analytics.
• Be an integral part of the growth of Advisor teams’ planning and advisory capabilities
• Lead, develop, and manage a team of Financial Planning and Investment Associates dedicated to the various client service teams, including hiring, coaching, performance management, and workload allocation