Rockefeller Capital Management

Attorney

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Communicate complex financial concepts clearly, confidently, and relatably
• Analyze client circumstances and review trust, estate planning, and business organizational documents
• Develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Coordinate implementation of planning strategies with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
• Serve as a technical subject matter expert for advisors, clients, and centers of influence
• Partner with Private Advisors to identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members through client collaboration, coaching, training, and professional development
• Contribute to the growth and innovation of Rockefeller Private Office
• Enhance wealth planning processes, tools, and service offerings; support strategic initiatives and develop best practices

Explore Private Client Attorney, Wealth Strategy at Rockefeller Capital Management. Review requirements and application details.

Private Client Attorney, Wealth Strategy

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Analyze client circumstances, review trust, estate planning, and business organizational documents, and develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Coordinate implementation of planning strategies with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
• Serve as a technical resource on tax, estate, trust, charitable, executive compensation, and business owner planning matters
• Identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members through client collaboration, technical coaching, training, and professional development
• Contribute to the growth and innovation of Rockefeller Private Office, including enhancing planning processes, tools, service offerings, and best practices

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Analyze client circumstances, review trust, estate planning, and business organizational documents, and develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Coordinate implementation of planning strategies with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
• Serve as a technical subject matter expert for advisors, clients, and centers of influence
• Partner with Private Advisors to identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members through client collaboration, technical coaching, training, and professional development
• Contribute to the growth and innovation of Rockefeller Private Office, including improving wealth planning processes, tools, and service offerings
• Partner with leadership on strategic initiatives and develop best practices

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Analyze client circumstances, including trust, estate planning, and business organizational documents
• Develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Coordinate implementation with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
• Serve as a technical subject matter expert on tax, estate, trust, charitable, executive compensation, and business owner planning matters
• Identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members
• Contribute to the growth and innovation of Rockefeller Private Office, including wealth planning processes, tools, service offerings, and best practices

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Analyze client circumstances and review trust, estate planning, and business organizational documents
• Develop customized planning recommendations
• Review and present financial models and quantitative analyses showing economic, tax, and estate planning implications
• Coordinate implementation with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, clients, and other advisors
• Serve as a technical subject matter expert on tax, estate, trust, charitable, executive compensation, and business owner planning
• Identify planning opportunities, deepen client relationships, and support business development
• Develop white papers, presentations, client-facing content, advisor education programs, and other thought leadership resources
• Develop and mentor junior team members
• Contribute to wealth planning processes, tools, service offerings, strategic initiatives, and best practices

• Lead and participate in client and prospective client meetings as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Communicate complex financial concepts clearly, confidently, and relatably
• Analyze client circumstances, trust and estate planning documents, and business organizational documents
• Develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Coordinate implementation and execution of planning strategies with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
• Serve as a technical subject matter expert for advisors, clients, and centers of influence
• Partner with Private Advisors to identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members through client collaboration, technical coaching, training, and professional development
• Contribute to the growth and innovation of Rockefeller Private Office, including improving wealth planning processes, tools, and service offerings
• Partner with leadership on strategic initiatives and develop best practices

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Communicate complex financial concepts clearly, confidently, and relationally
• Analyze client circumstances, including trust, estate planning, and business organizational documents
• Develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Coordinate implementation of planning strategies with internal and external stakeholders
• Ensure recommendations are executed effectively and aligned with client objectives
• Serve as a subject matter expert on complex tax, estate, trust, charitable, executive compensation, and business owner planning matters
• Partner with Private Advisors to identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members through client collaboration, technical coaching, training, and professional development
• Contribute to the growth and innovation of Rockefeller Private Office, including enhancing planning processes, tools, service offerings, and best practices

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Analyze client circumstances and review trust, estate planning, and business organizational documents
• Develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Drive implementation and execution of planning strategies with internal and external stakeholders
• Coordinate with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other third-party advisors
• Serve as a technical subject matter expert for advisors, clients, and centers of influence
• Identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members through client engagements, technical coaching, training, and professional development
• Contribute to the growth and innovation of Rockefeller Private Office
• Enhance wealth planning processes, tools, and service offerings
• Partner with leadership on strategic initiatives and develop best practices

• Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
• Communicate complex financial concepts clearly, confidently, and relatable manner
• Analyze client circumstances, trust and estate planning documents, and business organizational documents
• Develop customized planning recommendations
• Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
• Coordinate implementation of planning strategies with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
• Serve as a technical subject matter expert for advisors, clients, and centers of influence
• Partner with Private Advisors to identify planning opportunities, deepen client relationships, and support business development
• Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
• Develop and mentor junior team members through client collaboration, technical coaching, and training
• Contribute to the growth and innovation of Rockefeller Private Office
• Enhance wealth planning processes, tools, and service offerings
• Partner with leadership on strategic initiatives and develop best practices

Open roles

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy

Private Client Attorney, Wealth Strategy