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About Rockefeller Capital Management:
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Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
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<br> Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
</div> Position:
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The Junior Trust and Estate Lawyer is responsible for working with team members of the Rockefeller Trust Companies in reviewing trusts, wills and drafting other contractual documents that optimize 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.
</div> Responsibilities:
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<li>Manage fiduciary relationships and apply knowledge of fiduciary and estate planning strategies to benefit current and prospective clients </li>
<li>Support Senior Trust and Estate Advisor in managing day-to-day legal questions in connection with fiduciary accounts, particularly as it relates to Delaware trust law</li>
<li>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 </li>
<li>Identify additional areas of service to offer current clients and convert opportunities for additional service and new business into engagements for the firm </li>
<li>Serve as a thought leader on trust advisory services by educating internal staff, speaking publicly within the specialty area, and writing articles for publication </li>
<li>Responsible for building a network of centers of influence with clients’ other advisors such as attorneys, other tax preparers and asset managers</li>
</ul> Qualifications:
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<li>Bachelor's degree </li>
<li>JD required/LLM preferred </li>
<li>Admitted to the Delaware State Bar</li>
<li>2-5 years of experience in trust servicing and administration</li>
</ul> Skills:
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<li>Strong organization skills and the ability to multitask and reprioritize within tight deadlines </li>
<li>Pragmatic problem-solver who enjoys educating advisors </li>
<li>Excellent communication skills on complex matters, both written and oral </li>
<li>Extensive knowledge of the trust and estate business</li>
</ul> Compensation Range:
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The anticipated base salary range for this role is $120,000 to $135,000. 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.
</div> Disclosure:
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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”).
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<br> Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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