Lead UHNW Wealth Planner — Private Office

Rockefeller Capital Management; Philadelphia (Philadelphia County); In loco; USD 220.000 - 380.000; Tempo pieno

Descrizione del lavoro

Rockefeller Capital Management, through its Private Office, seeks a Senior Wealth Planner to deliver bespoke UHNW wealth plans and tax guidance. You will coordinate with CPAs, JDs, and CFPs to optimize multi-generational strategies and ensure holistic client outcomes.

You will manage a select 20–25 client relationships, lead quarterly planning, and drive collaborative solutions with internal specialists across the Rockefeller Private Office.

Competenze

• Bachelor’s degree required; JD/CPA strongly preferred.
• 10+ years of financial/tax planning experience for UHNW clients.
• Proven success managing a portfolio of 20+ client relationships.

Mansioni

• Lead bespoke wealth plans with quarterly updates for UHNW clients.
• Serve as primary planning advisor for an exclusive client portfolio.
• Collaborate with Rockefeller Private Advisors and internal experts.
• Design strategies across cash flow, tax, and intergenerational transfer.
• Present plans and recommendations to clients and families.
• Support practice development and events to showcase planning capabilities.

Conoscenze

Wealth planning

UHNW client management

Estate planning

Tax strategy

Collaboration

Leadership

Formazione

Bachelor’s degree

JD or CPA preferred

Strumenti

Wealth planning software (eMoney)

Descrizione del lavoro

Rockefeller Capital Management, through its Private Office, seeks a Senior Wealth Planner to deliver bespoke UHNW wealth plans and tax guidance. You will coordinate with CPAs, JDs, and CFPs to optimize multi-generational strategies and ensure holistic client outcomes.

You will manage a select 20–25 client relationships, lead quarterly planning, and drive collaborative solutions with internal specialists across the Rockefeller Private Office.