The Work Index by Flexa

Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial advisory services firm with a 140+ year legacy of innovation and a commitment to serving distinguished individuals, families, and institutions.

https://www.rockco.com/
4.6

/10

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Description

Rockefeller Capital Management is a leading independent financial advisory services firm established in 2018. Built upon the legacy of John D. Rockefeller, the company has grown to offer a range of services including wealth management, asset management, and investment banking. Rockefeller serves a diverse clientele of ultra- and high-net-worth individuals and families, institutions, and corporations. The company's commitment to innovation, integrity, and client success is evident in its robust services and dedication to building strong relationships with its clients.

Rockefeller Capital Management is a global firm with offices in 30 markets across the United States and an office in London. As of March 31, 2024, the company manages over $133 billion in client assets. Rockefeller is known for its distinctive culture that blends its long history with a forward-thinking approach to financial services. Its commitment to diversity, equity, and inclusion is reflected in its recruitment and leadership development efforts.

Flexibility

Rockefeller Capital Management does not explicitly state what job flexibility options are available on their website or job postings.

Mission

Rockefeller Capital Management is a leading independent financial advisory services firm, committed to serving distinguished individuals, families, and institutions. Rooted in a 140+ year legacy of innovation, the company distinguishes itself through a unique blend of personal service, expertise, and the application of its historic success to pioneer the future of financial services. Rockefeller provides customized solutions across wealth management, asset management, and investment banking, ensuring its clients receive the highest standard of service and guidance.

Culture

Rockefeller Capital Management promotes a collaborative and supportive culture that values authenticity, quality, talent, and expertise. They emphasize intellectual collaboration, humility, and creative idea generation, fostering an environment where individuals feel empowered to contribute and grow both personally and professionally. This culture is built upon a strong foundation of integrity and a commitment to delivering unparalleled service to clients, while fostering a sense of shared success amongst team members.

Collaborative
Meritocratic
Supportive

DE&I

Rockefeller Capital Management emphasizes diversity, equity, and inclusion as core to their culture and success. They believe in fostering an inclusive meritocracy of ideas where individuals are empowered to contribute their unique talents and perspectives. This commitment is demonstrated through their dedicated DEI initiatives, a focus on attracting and retaining a diverse workforce, and creating an environment where all employees feel valued, respected, and have the opportunity to thrive.

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