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Closed listing

Rockefeller Capital Management

Retirement Solutions Associate

New York, NY, United States

The anticipated base salary range for this role is $90,000 to $100,000.

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: The anticipated base salary range for this role is $90,000 to $100,000.
Closing date: Nov 9, 2027
Experience: 2-4 years of financial services experience, preferably working with Financial Advisors and / or retirement plan clients is a plus
Posting language: English
Posted: Nov 9, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.

Position

Retirement Solutions Associate will be responsible for supporting the day-to-day management and continued growth of Rockefeller Capital Management’s (RCM) retirement plan offering. This includes retirement plans maintained through RCM’s approved recordkeeping partners, as well as retirement plan business held on RCM’s brokerage platform

Responsibilities

Provide administrative and sales support to Rockefeller Private Advisors who prospect for and manage retirement plan business, including 401(k) and other defined contribution plans
Support the transition and onboarding of retirement plan clients associated with newly recruited Private Advisor teams
Assist in managing relationships with external retirement plan service providers, recordkeepers, and asset management partners
Support monthly and quarterly retirement plan billing processes, including coordination, review, and reconciliation as needed
Manage recurring monthly and quarterly product, sales, and business reporting
Partner with internal teams to support the ongoing administration and growth of RCM’s retirement plan offering
Assist with advisor inquiries related to retirement plan products, platforms, service providers, and operational processes

Qualifications

2-4 years of financial services experience, preferably working with Financial Advisors and / or retirement plan clients is a plus
General understanding of retirement plans, investment products, and financial markets
Strong organizational skills with the ability to manage multiple priorities and meet deadlines
Strong written and verbal communication skills, with the ability to interact effectively with Financial Advisors, internal partners, and external service providers
Proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook
FINRA Series 7 and 66 licenses are required within 180 days of employment

Compensation Range

The anticipated base salary range for this role is $90,000 to $100,000. 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.

About employer

More about this job

Skills

Financial markets
Organizational skills
Meet deadlines
Communication skills
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Microsoft Outlook

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