Senior Wealth Planning Director

Rockefeller Capital Management; Atlanta (GA); On-site; USD 180,000 - 260,000; Full time

Job summary

Rockefeller Capital Management is seeking a Wealth Solutions Director to lead all wealth planning functions for ultra- and high-net-worth clients. You will oversee a team of Financial Planning and Investment Associates, partner with Private Advisors, and drive holistic planning including estate, tax, cash flow, and charitable planning.

The role emphasizes leading complex engagements, developing staff, and ensuring high-quality planning across client service teams.

Qualifications

• Bachelor's degree required; advanced degrees preferred.
• CFP certification preferred; MBA considered.
• 10+ years of experience in financial planning for high-net-worth clients.
• Proven leadership and people-management experience.

Responsibilities

• Partner with Private Advisors to design plans and conduct quarterly reviews.
• Identify additional service offerings to preserve wealth across generations.
• Deliver quarterly client net-worth, cash flow, tax and estate planning reports.
• Oversee and develop the Financial Planning and Investment Associates team.
• Set standards and quality controls for planning deliverables and investment support.
• Serve as escalation point for complex planning matters.

Skills

Team leadership

Client relationship management

Strategic planning

Communication skills

Collaboration

Mentoring & coaching

eMoney experience

Education

Bachelor's degree

Juris Doctorate (JD) / LLM

CFP certification

MBA considered

Tools

eMoney

Job description

Rockefeller Capital Management is seeking a Wealth Solutions Director to lead all wealth planning functions for ultra- and high-net-worth clients. You will oversee a team of Financial Planning and Investment Associates, partner with Private Advisors, and drive holistic planning including estate, tax, cash flow, and charitable planning.

The role emphasizes leading complex engagements, developing staff, and ensuring high-quality planning across client service teams.