Financial Planning Reporting Operations

Rockefeller Capital Management; Jersey City (NJ); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health coverage

Vacation time

Paid leave

Retirement plan

Job summary

Rockefeller Capital Management is seeking a Financial Planning Reporting Operations professional to support eMoney, ensure data integrity, and drive platform adoption for advisors. You will collaborate with technology, project managers, and vendors to keep the planning ecosystem healthy and scalable.

The role emphasizes attention to detail, effective communication, and the ability to work independently while building stakeholder relationships.

Qualifications

• Bachelor's degree in Finance, Mathematics, Economics, or related field; relevant experience considered.
• 2–5+ years in financial services, ideally wealth/investment operations or planning support.
• Direct experience with eMoney or similar planning platforms preferred.
• Experience operating business applications, including tickets, provisioning, or issue tracking.
• Familiarity with custodial platforms (Fidelity, Schwab) and CRM systems (Dynamics 365, Salesforce).
• Exposure to analytics/risk platforms like Solovis or BlackRock Aladdin is a plus; willing to cross-train.

Responsibilities

• Administer eMoney as primary ops contact, including provisioning, permissions, and troubleshooting.
• Serve as first point of contact for advisor questions and data setup.
• Monitor data quality and integrations across platforms, resolve reconciliation issues.
• Manage eMoney support tickets and platform releases with vendors/teams.
• Collaborate to evaluate enhancements and upgrades to improve capabilities.
• Develop training and documentation to boost advisor proficiency and self-service.
• Produce operational reporting on usage, tickets, and data quality.
• Identify workflow improvements to reduce manual data entry and improve UX.
• Maintain SOPs ensuring data handling complies with policies and regs.
• Cross-train for Solovis Risk Pro support, including access and integration monitoring.

Skills

Analytical skills

Problem solving

Troubleshooting

Excel proficiency

Financial planning concepts

Data management

Reconciliations

Attention to detail

Communication

Project/work prioritization

Education

Bachelor's degree in Finance / Economics / Analytics

Tools

Fidelity

Schwab

Dynamics 365

Salesforce

Solovis

MoneyGuidePro

RightCapital

Job description

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 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.

Position

The Financial Planning Reporting Operations role will sit on the Investment Reporting team and support the firm's financial planning technology ecosystem. This individual will serve as the primary operational contact for eMoney, ensuring advisors have the platform support, reliable data, and tools needed to deliver financial planning services to clients. The role partners with advisors, technology teams, project managers, and vendors to maintain platform health, improve the user experience, and drive adoption. Over time, the analyst will cross-train on Solovis Risk Pro (formerly Venn by Two Sigma), the firm's portfolio analytics and risk platform, expanding their expertise across financial planning, reporting, and investment technology solutions. The ideal candidate is detail-oriented, highly organized, and an effective communicator with a strong interest in financial technology. Success in this role requires sound judgment, a commitment to data integrity, and the ability to work independently while building strong relationships across internal and external stakeholders.

Responsibilities

• Serve as the primary administrator and operational support partner for eMoney, including user provisioning, permissions, platform configuration, integrations, and production issue triage.
• Act as the first point of contact for advisor questions, troubleshooting, and escalations related to eMoney functionality, plan-building, and client data setup.
• Monitor data quality and system integrations across eMoney and connected platforms, identifying and resolving reconciliation breaks, sync failures, and other data issues.
• Manage the relationship with eMoney support and account management teams by logging tickets, tracking resolutions, and staying current on platform releases and known issues.
• Partner with technology, project management, vendors, and business stakeholders to evaluate enhancements, support upgrades, and improve platform capabilities.
• Develop and deliver training, documentation, and best‑practice resources to increase advisor proficiency, adoption, and self‑service.
• Produce operational reporting on platform usage, ticket activity, resolution times, and data quality exceptions, and support ad hoc analysis requests.
• Identify opportunities to streamline workflows, reduce manual data entry, and improve the advisor and client experience.
• Maintain standard operating procedures and ensure platform configuration and client data handling align with firm policies and applicable regulatory requirements.
• Cross‑train to provide secondary support for Solovis Risk Pro, including user access, integration monitoring, issue triage, documentation, and advisor assistance.

Qualifications

• Bachelor's degree in Finance, Mathematics, Accounting, Economics, Statistics, Data Analytics, Business, or a related field; candidates with other degrees and relevant experience are welcome to apply.
• 2‑5+ years of experience in financial services, ideally in wealth management, investment operations, financial planning support, or a client‑servicing technology role.
• Direct experience supporting eMoney or a comparable financial planning platform, such as MoneyGuidePro or RightCapital, is strongly preferred.
• Experience supporting a business application or software platform operationally, including system administration, ticketing, user provisioning, or issue tracking.
• Familiarity with custodial platforms such as Fidelity or Schwab and CRM systems such as Microsoft Dynamics 365 or Salesforce.
• Exposure to portfolio analytics or risk platforms such as Solovis, Venn, or BlackRock Aladdin is a plus; willingness to cross‑train is required.

Skills

• Strong analytical, problem‑solving, troubleshooting, and Excel skills.
• Understanding of financial planning concepts, reporting, and data management platforms.
• Ability to perform reconciliations, manage exceptions, and maintain data accuracy across multiple systems.
• Excellent attention to detail, organizational skills, and commitment to data integrity.
• Strong written and verbal communication skills with the ability to collaborate across teams and stakeholders.
• Self‑motivated, intellectually curious, and able to manage multiple priorities in a team‑oriented environment.
• Comfort learning and supporting multiple technology platforms concurrently.

Compensation Range

The anticipated base salary range for this role is $85,000 to $105,000. 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.