Rockefeller Capital Management · 13 hours ago
Monetary Control Operations
Trenton, NJ
Full-time
Onsite
Mid Level
$80K/yr - $90K/yr
3+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. The Monetary Control Operations role is responsible for various aspects of monetary control operations, including client transaction review, collateral monitoring, and control reporting, while supporting Private Advisor Teams and addressing escalations.
Financial Services
Responsibilities
Review transaction documentation for accuracy, completeness, and compliance with RCM policies and procedures
Respond to service inquiries and provide tutorial support for front office and home office teammates with questions related to transaction processing
Review inflight transactions for compliance with internal / external policies and regulations
Create and review control reporting and escalate issues for resolution
Produce team metrics and report trends to senior management
Participate in project management functions including requirements gathering, testing, and communication planning and execution
Research fraud claims and work with internal/external partners to recover losses
Qualification
Required
3+ years of Operational or Service experience, required
Ability to succeed in a fast-paced, dynamic, and evolving organization
Highly motivated, self-starter that possess the ability to work independently and has a desire to drive operational excellence
Acute attention to detail
Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
Must be able to work well under pressure and exercise sound judgment and adhere to all regulatory and compliance requirements
Detailed working knowledge of MS Office Suite tools
Experience collaborating with a team to achieve a common goal
A creative and analytical thinker with an execution mindset passionate about identifying opportunities and driving change
Intellectually curious, high energy, driven, ambitious
Adaptable, comfortable in ambiguity
Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across teams
Preferred
Bachelor's degree or equivalent work experience preferred
Banking or financial services experience preferred
Security-based lending (Margin and Non-purpose Lending) experience preferred
Benefits
Health coverage
Vacation time
Paid leave
Retirement plan
And more
Company
Rockefeller Capital Management
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management.
1001-5000 employees
H1B Sponsorship
Rockefeller Capital Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (2)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Gregory J. Fleming
President and Chief Executive Officer
Jonathan Eisenberg
Senior Counsel to the CEO
Recent News
2024-01-03
InvestmentNews
2023-08-17
2023-06-21
Company data provided by crunchbase