Sales Compensation Manager

Rockefeller Capital Management; New York (NY); On-site; USD 180,000 - 200,000; Full time

Job summary

Rockefeller Capital Management seeks a senior member of the Advisor Performance & Compensation team to provide strategic oversight on compensation practices. The ideal candidate will possess deep experience in wealth management, strong analytical and interpersonal skills, along with a proficiency in financial data management tools. This role includes leading compensation initiatives, collaborating with leadership, and mentoring junior team members, contributing to a culture of excellence and accountability.

Benefits

Comprehensive health coverage

Vacation time

Paid leave

Retirement plan

Qualifications

• 10+ years of financial or compensation experience in wealth management or top-tier consulting.
• Exceptional interpersonal skills for effective communication with senior leaders.
• Highest level of Excel skills and proficiency in Microsoft Office.

Responsibilities

• Lead execution of the RGFO Advisor Compensation Plan, analyzing incentive components.
• Collaborate with leaders on design and implementation of compensation strategies.
• Develop processes to track revenue and expenses related to advisor compensation.

Skills

Analytical skills

Interpersonal skills

Data management

Problem solving

Client-focused

Tools

Microsoft Office

Excel

PowerPoint

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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position

As a senior member of the Advisor Performance & Compensation team you will provide strategic leadership and direction for the compensation framework, ensuring alignment with the broader objectives of the Rockefeller Global Family Office. You will be expected to implement best practices and foster a culture of excellence and accountability.

In addition to managing the monthly compensation processes, you will be tasked with driving out enhanced and robust performance reporting and analytics that provide actionable insights to senior management.

As a key liaison between the Advisor Performance & Compensation team and Field Leadership and Advisors, you will facilitate effective communication and collaboration to ensure seamless execution of compensation and performance initiatives.Your role will also involve mentoring and developing junior team members, promoting a high-performance culture, and ensuring the delivery of exceptional service to our advisors.

Responsibilities

• Direct and lead the execution of the RGFO Advisor Compensation Plan including performing reconciliations, analysis, and tracking of all incentive plan components, and responsible for the accurate and timely calculation of advisor incentive compensation plan payments.
• Collaborate with business leaders, Human Capital, and Finance team members in the design, implementation, planning, and ongoing evaluation of the Advisor Compensation Plan.
• Develop and drive processes and procedures that support the accurate tracking and reporting of all revenue and expenses related to the advisor compensation plan and continuously improve operational efficiencies.
• Partner with Technology to drive the evolution of Compensation and Performance tools.

Qualifications

• 10+ years financial or compensation experience within the wealth management industry or a top-tier management consulting firm
• Must demonstrates a strong presence and possess exceptional interpersonal skills, enabling effective communication with senior leaders and key stakeholders
• Strong analytical, problem solving, accounting, and data management skills with the ability to synthesize and present data to drive strategic financial and business decisions
• Highest level of Excel skills and proficiency in Microsoft Office including PowerPoint
• Client-focused with an understanding of the Wealth Management business and preferably advisory compensation models and systems
• Ability to work in a fast paced, deadline driven, multi-tasking environment

Compensation Range

The anticipated base salary range for this role is $180,000 to $200,000. 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.