Trust and Estate Advisor

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

The Trust & Estate Advisor is responsible for working with team members of the Rockefeller Trust Companies in reviewing trusts, wills and other contractual documents in connection with the inter-generational transfer of wealth. This role is a key member of the collaborative, team-centric approach to client servicing across the Wealth Management division and participating in business development efforts.

Responsibilities

• The main responsibility of this position is to support the Head of Trust and Estate Advisory in managing day-to-day legal questions in connection with fiduciary accounts, particularly as they may relate to Delaware trust law, and in managing the legal due diligence required for onboarding of new fiduciary accounts. This will include the responsibility of drafting trust summaries, legal review forms, receipt and releases, and/or agreements in connection with fiduciary account administration such as fee agreements and delegation agreements
• Apply knowledge of fiduciary account management, taxations, securities transfer, and state and federal laws governing trusts and estates to balance the interests of the client, protect account assets, and minimize risk
• Work with Advisors of the firm to answer questions regarding engagement of the trust companies, particularly as it relates to future appointments
• Assist in managing fiduciary relationships and apply knowledge of fiduciary and estate planning strategies to benefit current and prospective clients

Qualifications

• Bachelor's degree
• JD required/LLM preferred
• Previous experience working with trusts is required, previous experience
• drafting trusts is preferred
• Minimum 3 years of experience in trust servicing and administration

Skills

• Strong organization skills, attention to detail and the ability to multitask and reprioritize within tight deadlines
• Ability to self-start and identify areas to assist
• Excellent communication and interpersonal skills on complex matters, both written and oral
• Extensive knowledge of the trust and estate business

Compensation Range

The anticipated base salary range for this role is $140,000 to $150,000. 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.