Senior Wealth Planning Director

Rockefeller Capital Management; Atlanta (GA); On-site; USD 180,000 - 240,000; Full time

Job summary

Rockefeller Capital Management is seeking a Wealth Solutions Director to lead all wealth planning functions for high-net-worth clients. You will supervise a team of Financial Planning and Investment Associates while partnering with Private Advisors to deliver comprehensive advisory solutions and intergenerational wealth transfer strategies.

The role emphasizes estate and tax planning, cash flow management, insurance advisory, retirement planning, and charitable planning, with quarterly client

Qualifications

• Bachelor's degree required.
• JD and/or LLM strongly preferred.
• CFP certification preferred or MBA considered.
• 10+ years of experience in financial planning for high-net-worth clients.
• Demonstrated experience leading and developing a planning/investment team.
• Experience maintaining 30+ client relationships.

Responsibilities

• Partner with Private Advisors to determine and understand clients’ financial objectives, design custom plans, and execute the financial plans.
• Lead quarterly reviews with clients to assess progress and adjust planning as needed.
• Identify planning needs beyond financial objectives to offer additional services and bespoke strategies.
• Provide quarterly deliverables detailing net-worth, cash flow, risk/estate/tax planning.
• Oversee insurance strategies, employee benefits, retirement planning, and charitable planning.
• Coordinate with Family Office Solutions on bill pay and CFO analytics.
• Grow and develop the planning/advisory team across client service units.
• Set standards, workflows, and quality controls for planning deliverables.

Skills

Strong organization

Excellent communication

Leadership

Mentoring

Collaboration

Problem solving

Team development

Client service

Education

Bachelor's degree

Juris Doctorate (JD) and/or LLM preferred

CFP certification

MBA considered

Tools

eMoney

Job description

Rockefeller Capital Management is seeking a Wealth Solutions Director to lead all wealth planning functions for high-net-worth clients. You will supervise a team of Financial Planning and Investment Associates while partnering with Private Advisors to deliver comprehensive advisory solutions and intergenerational wealth transfer strategies.

The role emphasizes estate and tax planning, cash flow management, insurance advisory, retirement planning, and charitable planning, with quarterly client