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.
#J-18808-LjbffrWealth Planning Tech Operations Analyst in jersey city at Unknown Company
This position is listed as full time and onsite.