Wealth Planning Tech Operations Analyst

Rockefeller Capital Management; Jersey City (NJ); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Vacation time

Retirement plan

Job summary

Rockefeller Capital Management seeks a Wealth Planning Operations analyst on the Investment Reporting team to support the eMoney platform and data quality for financial planning services. You will collaborate with advisors, technology teams, PMs, and vendors to maintain platform health and drive adoption.

The role offers exposure to Solovis Risk Pro, portfolio analytics, and cross-training opportunities across planning, reporting, and investment technology.

Qualifications

• Bachelor's degree in Finance, Mathematics, Accounting, Economics, Statistics, Data Analytics, Business, or related field; candidates with other degrees and relevant experience welcome.
• 3-8+ years of experience in financial services, ideally in wealth management, investment operations, financial planning support, or client-servicing tech role.
• Direct experience supporting eMoney or comparable planning platform (MoneyGuidePro/RightCapital) preferred.
• Experience supporting a business application operationally (system administration, ticketing, user provisioning, issue tracking).
• Familiarity with custodial platforms (Fidelity/Schwab) and CRM systems (Dynamics 365, Salesforce).
• Exposure to Solovis, Venn, or BlackRock Aladdin is a plus; willingness to cross-train.

Responsibilities

• Serve as the primary administrator and operational support for eMoney: user provisioning, permissions, configuration, integrations, production issue triage.
• Be the first point of contact for advisor questions, troubleshooting, and escalations related to eMoney functionality, plan-building, and data setup.
• Monitor data quality and integrations across eMoney and connected platforms; resolve reconciliation breaks and sync failures.
• Manage relationship with eMoney support and account management by logging tickets and tracking resolutions.
• Partner with technology, PMs, vendors, and stakeholders to evaluate enhancements and improve platform capabilities.
• Develop and deliver training, documentation, and best-practice resources to increase advisor proficiency and self-service.
• Produce operational reporting on platform usage, ticket activity, resolution times, and data quality exceptions; support ad hoc analyses.
• Identify opportunities to streamline workflows, reduce manual data entry, and improve advisor/client experience.
• Maintain SOPs and ensure platform configurations comply with policies and regulatory requirements.
• Cross-train to provide secondary support for Solovis Risk Pro, including access, monitoring, triage, and advisor assistance.

Skills

Analytical skills

Excel skills

Problem-solving

Data management

Education

Bachelor's degree in Finance

Tools

eMoney

MoneyGuidePro

RightCapital

Dynamics 365

Salesforce

Solovis

Job description

Rockefeller Capital Management seeks a Wealth Planning Operations analyst on the Investment Reporting team to support the eMoney platform and data quality for financial planning services. You will collaborate with advisors, technology teams, PMs, and vendors to maintain platform health and drive adoption.

The role offers exposure to Solovis Risk Pro, portfolio analytics, and cross-training opportunities across planning, reporting, and investment technology.