Rockefeller Capital Management Visa Sponsorship 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 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 $204 billion in client assets as of January 31, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66, required
- BA/BS degree
SKILLS:
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney and Addepar is a plus
COMPENSATION RANGE:
The anticipated base salary range for this role is $45,000 to $110,000. 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 other variable compensation programs. 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 $204 billion in client assets as of January 31, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66, required
- BA/BS degree
SKILLS:
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney and Addepar is a plus
COMPENSATION RANGE:
The anticipated base salary range for this role is $45,000 to $110,000. 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 other variable compensation programs. 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.
Job Roles at Rockefeller Capital Management Companies
How to Get Visa Sponsorship in Rockefeller Capital Management Visa Sponsorship 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.
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Get Access To All JobsFrequently 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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