Rockefeller Capital Management · 5 hours ago
Chief of Staff, Rockefeller Global Family Office
New York, NY
Full-time
Onsite
Director/Executive
$225K/yr - $275K/yr
8+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. The Chief of Staff will serve as a strategic partner to the President of the Rockefeller Global Family Office, responsible for driving clarity and alignment across the organization while enhancing leadership effectiveness and operational rigor.
Financial Services
Responsibilities
Lead and manage annual strategic planning, priority setting, and quarterly business reviews
Translate strategy into clear objectives, timelines, and execution plans across regions and functions
Prepare leadership briefings, agendas, executive updates, and materials for enterprise‑level meetings
Establish and maintain RGFO operating rhythm, including leadership meetings, performance dashboards, and field communication cadence
Oversee the development, tracking, and reporting of scorecards for the RGFO Leadership Team
Act as the central partner bridging all business functions, including HR, Marketing, Finance, Real Estate, Operations, and Technology, to ensure seamless cross‑functional alignment and execution
Drive accountability across initiatives by monitoring progress, identifying risks, and ensuring timely follow‑through
Oversee special projects and high‑priority workstreams on behalf of the President of RGFO
Surface insights, issues, and opportunities from the field to inform decision‑making and enhance advisor experience
Support the development and rollout of field communications, best practices, and standardized materials
Drive collaboration across workstreams tied to recruiting, advisor experience, growth initiatives, and client engagement
Serve as the connective tissue for enterprise initiatives requiring alignment across multiple stakeholders
Draft and refine concise, on‑brand communications on behalf of the President of RGFO
Support development of presentations, narratives, and talking points for meetings, events, and roadshows
Support organizational design, leadership development, and talent management activities within RGFO
Reinforce a culture of accountability, partnership, and excellence across the organization
Qualification
Required
8 to 12+ years of experience in, wealth management, strategy, chief of staff roles, or business operations
Bachelor's Degree required
Demonstrated ability to lead complex initiatives across functions and move work forward in a fast‑paced environment
Exceptional executive communication skills
Highly organized with strong analytical skills and the ability to create structure from ambiguity
Proven experience working with senior executives and handling confidential, sensitive information
High degree of professionalism, judgment, and organizational diplomacy
Preferred
Strong understanding of financial services, wealth management, or advisory businesses 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