Rockefeller Capital Management Visa Sponsorship Jobs USA
Rockefeller Capital Management is a prestigious independent wealth management firm known for attracting top-tier finance talent across advisory, investment, and operations roles. It sponsors skilled foreign nationals through both H-1B visa and employment-based Green Card pathways, making it a credible option for international job seekers pursuing a long-term career in U.S. asset management.
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Get Access To All JobsABOUT 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 32 markets throughout the United States, as well as an office in London. The Firm oversees $203 billion in client assets as of March 31, 2026.
POSITION:
The Transition Management Operations Associate assists in the onboarding of Private Advisor Teams. This role would lead a team of peers facilitating the onboarding of Private Advisor teams, overseeing the completion of client searches, account opening & new account document package preparation. The role also serves as the primary point of contact for Divisional Leadership Teams and PA Teams on all aspects of the TMT process, working to ensure a timely and successful transition process. The Transition Management Operations Associate would also run metrics, generate reporting & provide daily status updates in support of the team transitions.
Individuals should be equally proficient working in a team environment or as an individual contributor. Should be goals driven with team success as a priority. Eager to learn, work with a sense of urgency, multi-tasking, willing to work extended hours, open to travel and flexible to change. Individuals must be extremely thorough, detail-oriented, a strong delegator, organized, able to learn quickly and handle volume under pressure.
Responsibilities:
- Work closely with Local Operations, Divisional Leadership and Private Advisors to onboard Private Wealth Management Teams
- Lead a team responsible for client account opening and new account document package preparation
- Partner with all onboarding stakeholders (i.e. Technology, Integration & Execution, Divisional Leadership & Operations) in preparation of each new onboarding and ensuring proper due diligence has been completed
- Provide guidance and recommendations to onboarding PA teams around client profiling strategy and execution
- Serve as point person in the resolution of escalated client and PA team issues
- Make recommendations around proper staffing and TMT support coverage
- Maintain daily transition tracking and metrics reporting for PA teams, Divisional Leadership & Senior Leadership team
- Lead daily transition huddles with all transition stakeholders
- Identify operational inefficiencies and make recommendations for process improvements
QUALIFICATIONS
- BA/BS is required; degree/coursework in Finance, Accounting, Economics or Statistics preferred. Non-finance majors with relevant experience are welcome to apply. Strong academic performance
- 8+ years of experience in back-office operations and/or transition management operations.
- Leadership experience preferred
SKILLS:
- Familiarity with financial systems a plus. i.e., Bloomberg, Omgeo, CRM systems, On-line Portals, Performance Reporting.
- Experience on various custodial platforms a plus.
- Ability to work well independently and as a part of a team
- Ability to multi-task and be able to reassess priorities as situations arise
- Detail-oriented and attention to accuracy and meeting deadlines
- Excellent inter-personal skills
- Ability to exercise discretion with confidential matters
- Strong communication skills, both written and verbal
- Ability to express ideas clearly and concisely
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $100,000. 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.
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.
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 32 markets throughout the United States, as well as an office in London. The Firm oversees $203 billion in client assets as of March 31, 2026.
POSITION:
The Transition Management Operations Associate assists in the onboarding of Private Advisor Teams. This role would lead a team of peers facilitating the onboarding of Private Advisor teams, overseeing the completion of client searches, account opening & new account document package preparation. The role also serves as the primary point of contact for Divisional Leadership Teams and PA Teams on all aspects of the TMT process, working to ensure a timely and successful transition process. The Transition Management Operations Associate would also run metrics, generate reporting & provide daily status updates in support of the team transitions.
Individuals should be equally proficient working in a team environment or as an individual contributor. Should be goals driven with team success as a priority. Eager to learn, work with a sense of urgency, multi-tasking, willing to work extended hours, open to travel and flexible to change. Individuals must be extremely thorough, detail-oriented, a strong delegator, organized, able to learn quickly and handle volume under pressure.
Responsibilities:
- Work closely with Local Operations, Divisional Leadership and Private Advisors to onboard Private Wealth Management Teams
- Lead a team responsible for client account opening and new account document package preparation
- Partner with all onboarding stakeholders (i.e. Technology, Integration & Execution, Divisional Leadership & Operations) in preparation of each new onboarding and ensuring proper due diligence has been completed
- Provide guidance and recommendations to onboarding PA teams around client profiling strategy and execution
- Serve as point person in the resolution of escalated client and PA team issues
- Make recommendations around proper staffing and TMT support coverage
- Maintain daily transition tracking and metrics reporting for PA teams, Divisional Leadership & Senior Leadership team
- Lead daily transition huddles with all transition stakeholders
- Identify operational inefficiencies and make recommendations for process improvements
QUALIFICATIONS
- BA/BS is required; degree/coursework in Finance, Accounting, Economics or Statistics preferred. Non-finance majors with relevant experience are welcome to apply. Strong academic performance
- 8+ years of experience in back-office operations and/or transition management operations.
- Leadership experience preferred
SKILLS:
- Familiarity with financial systems a plus. i.e., Bloomberg, Omgeo, CRM systems, On-line Portals, Performance Reporting.
- Experience on various custodial platforms a plus.
- Ability to work well independently and as a part of a team
- Ability to multi-task and be able to reassess priorities as situations arise
- Detail-oriented and attention to accuracy and meeting deadlines
- Excellent inter-personal skills
- Ability to exercise discretion with confidential matters
- Strong communication skills, both written and verbal
- Ability to express ideas clearly and concisely
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $100,000. 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.
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.
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Get Access To All JobsTips for Finding Rockefeller Capital Management Visa Sponsorship Jobs USA
Target roles that align with your specialty
Rockefeller Capital Management sponsors across investment management and wealth advisory functions. Focus your application on roles in portfolio management, financial analysis, or client services where specialized expertise is most likely to justify sponsorship consideration.
Understand the H-1B timeline before you apply
Rockefeller has sponsored H-1B visas for finance professionals. Factor in the annual H-1B lottery cycle when timing your job search, ideally securing an offer well before the April registration window opens to give your employer enough lead time.
Position yourself for the long term
Rockefeller has supported employment-based Green Card sponsorship, signaling investment in retaining key talent. Highlighting your long-term career goals in wealth management can strengthen your case as a candidate worth sponsoring through a multi-year process.
Research their hiring patterns by department
Sponsorship at asset management firms like Rockefeller tends to concentrate in specialized, high-skill functions. Review which teams are actively hiring and tailor your application to departments where technical depth, quantitative finance, compliance, or investment research, is most valued.
Search verified sponsors before applying broadly
Not every wealth management firm sponsors visas. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and focus your energy on employers like Rockefeller Capital Management that have a documented track record.
Leverage your credentials in your application materials
For H-1B eligibility at an investment firm, your degree must directly relate to the role. Emphasize how your finance, economics, or quantitative background maps to the specific position, Rockefeller's hiring standards in asset management are rigorous.
Frequently Asked Questions
Does Rockefeller Capital Management sponsor H-1B visas?
Yes, Rockefeller Capital Management sponsors H-1B visas. The firm has a track record of sponsoring skilled foreign nationals in finance and investment-related roles. While sponsorship is not guaranteed for every position, candidates with specialized backgrounds in wealth management, financial analysis, or portfolio strategy are most likely to be considered for H-1B support.
What types of visas does Rockefeller Capital Management sponsor?
Rockefeller Capital Management sponsors both H-1B nonimmigrant visas and employment-based Green Cards, including EB-2 and EB-3 categories. The H-1B is the more common path for initial work authorization, while Green Card sponsorship reflects the firm's commitment to retaining high-performing international employees over the long term.
Which roles at Rockefeller Capital Management are most likely to receive visa sponsorship?
Sponsorship at Rockefeller Capital Management tends to concentrate in specialized, high-skill positions within investment management, financial advisory, research, and operations. Roles requiring advanced degrees in finance, economics, or quantitative fields are the strongest candidates for H-1B sponsorship, as they meet the specialty occupation requirement essential for approval.
How do I find open visa-sponsored jobs at Rockefeller Capital Management?
Migrate Mate is the most efficient way to find visa-sponsored roles at firms like Rockefeller Capital Management. It aggregates openings from verified sponsors and lets you filter by company, visa type, and industry, so you're not guessing which employers will actually support your immigration status. Search Rockefeller directly on the platform to see current listings.
How do I approach the application process at Rockefeller Capital Management as a visa-sponsored candidate?
Start by identifying roles that closely match your degree and experience, since H-1B approval depends on demonstrating a direct connection between your qualifications and the job. Apply early relative to the H-1B registration window each April. Be transparent about your sponsorship needs during the process, Rockefeller's track record suggests the firm is familiar with navigating immigration requirements for the right candidates.
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