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Company · Wealth management general

Rockefeller Capital Management

As of 30 October 2026, Rockefeller Capital Management has 62 open roles (31 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft PowerPoint, SAP Concur and Microsoft Copilot as the tools the team works in.

As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

, United States1001-5000 employees50M-250M revenue, est.B2B, B2Crockco.com ↗LinkedIn ↗
Headquarters
, , United States
Employees
1001-5000 employees (linkedin)
Sells to
families and individuals, institutional investors, corporations
Certifications on site
Site languages
EN
Career system
Jibe
62open roles · 31 new in 30 days
14tools named in postings
United Kingdom, United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Rockefeller Capital Management in one screen

Read from rockco.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Rockefeller Capital Management does

Rockefeller Capital Management is a financial services firm that provides wealth management, investment management, and investment banking for families, individuals, institutional investors, and corporations. Its offerings include the Rockefeller Global Family Office, customized solutions, investment capabilities, and strategic business advice. The firm also covers business advisory, financial education, retirement, tax, and estate planning.

rockefeller global family officecustomized solutionsinvestment capabilitiesoffice of the cioclient solutionsstrategic business advice
Whom it sells to

Named on the site: families and individuals, institutional investors, corporations, financial advisors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 585 scored.

Bridgewater Wealth & Financial ManagementUnited States · 51-200 employeesHarbourfront WealthUnited States · 201-500 employeesFerguson WellmanUnited States · 51-200 employeesLoring, Wolcott & CoolidgeUnited States · 51-200 employeesComposition WealthUnited States · 51-200 employeesCriteria Financial GroupBrazil · 201-500 employees
03Tech stack, with the evidence

What Rockefeller Capital Management says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft PowerPointFinance & accounting · high confidence · 28 postings
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
Client Associate · first seen 2024-10-23
SAP Concurhigh confidence · 12 postings
• Generate expense reports for submission using Concur
Client Associate · first seen 2024-10-23
Microsoft Copilothigh confidence · 3 postings
Implement guardrails directly across Microsoft and Anthropic services — tenant and admin center settings, Copilot and Copilot Studio policies, Azure AI Foundry configuration, Anthropic enterprise administration, Entra access policies, and
AI Controls & Governance Engineer · first seen 2024-10-23
Dynamics 365Finance & accounting · high confidence · 6 postings
• Maintain accurate client and prospect records within Microsoft Dynamics 365 (D365).
Client Associate · first seen 2024-10-23
Azure AI Foundryhigh confidence · 4 postings
cross Microsoft and Anthropic services — tenant and admin center settings, Copilot and Copilot Studio policies, Azure AI Foundry configuration, Anthropic enterprise administration, Entra access policies, and Purview data protection controls
AI Controls & Governance Engineer · first seen 2024-10-23
Microsoft Copilot Studiohigh confidence · 4 postings
ment guardrails directly across Microsoft and Anthropic services — tenant and admin center settings, Copilot and Copilot Studio policies, Azure AI Foundry configuration, Anthropic enterprise administration, Entra access policies, and Purvie
AI Controls & Governance Engineer · first seen 2024-10-23
Microsoft Entra IDhigh confidence · 4 postings
ross Microsoft and Anthropic services — tenant and admin center settings, Copilot and Copilot Studio policies, Azure AI Foundry configuration, Anthropic enterprise administration, Entra access policies, and Purview data protection controls.
AI Controls & Governance Engineer · first seen 2024-10-23
PythonIT operations & business systems · high confidence · 4 postings
Build scripts and automation (PowerShell, Graph API, Python, KQL) to inventory agents and skills, enforce policy, detect drift, monitor usage, and produce audit and compliance evidence.
AI Controls & Governance Engineer · first seen 2024-10-23
Microsoft 365 Copilothigh confidence · 2 postings
Systematically track roadmaps, release notes, and previews across Microsoft 365 Copilot, Copilot Studio, Azure AI Foundry, Anthropic, and emerging platforms, and translate each change into a clear enable, pilot, restrict, or defer recommen
AI Controls & Governance Engineer · first seen 2024-10-23
Microsoft Purviewhigh confidence · 2 postings
ross Microsoft and Anthropic services — tenant and admin center settings, Copilot and Copilot Studio policies, Azure AI Foundry configuration, Anthropic enterprise administration, Entra access policies, and Purview data protection controls.
AI Controls & Governance Engineer · first seen 2024-10-23
Microsoft ExcelFinance & accounting · medium confidence · 34 postings
• Strong Microsoft Office skills including Excel & PowerPoint
Client Associate · first seen 2024-10-23
eMoneyFinance & accounting · medium confidence · 38 postings
• Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to review detailed financial plans, projections, and presentations.
Senior Wealth Strategist · first seen 2024-10-23
Microsoft Officemedium confidence · 26 postings
• Strong Microsoft Office skills including Excel & PowerPoint
Client Associate · first seen 2024-10-23
On the website or in DNS

Vendors whose code loads on rockco.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

amazon_businessseen on rockco.com
amazon_cloudfrontseen on rockco.com
Anthropicseen on rockco.comappleseen on rockco.comAtlassianseen on rockco.com
azure_dnsseen on rockco.com
DocuSignseen on rockco.comjibeseen on rockco.comlogmeinseen on rockco.com
Microsoft 365seen on rockco.com
microsoft_azureseen on rockco.com
microsoft_dynamics_365_marketingseen on rockco.com
Microsoft Entra IDseen on rockco.com
microsoft_intuneseen on rockco.com
microsoft_teamsseen on rockco.com
monday_comseen on rockco.com
mta_stsseen on rockco.com
OpenAIseen on rockco.comProofpointseen on rockco.comSalesforceseen on rockco.com
salesforce_account_engagementseen on rockco.com
salesforce_marketing_cloudseen on rockco.com
ServiceNowseen on rockco.com
04Hiring

62 open roles, 73 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Rockefeller Capital Management, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Rockefeller Capital Management to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Rockefeller Capital Management

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 585 scored.

Bridgewater Wealth & Financial ManagementWealth management general · United States51-200 employees
Harbourfront WealthPrivate asset managers · United States201-500 employees
Ferguson WellmanWealth management general · United States51-200 employees
Loring, Wolcott & CoolidgeWealth management general · United States51-200 employees
Composition WealthWealth management general · United States51-200 employees
Criteria Financial GroupWealth management general · Brazil201-500 employees
07Profile

From the company's own website

Legal nameRockefeller Capital Management
IndustryBusiness & finance services · Wealth management general
Offeringsrockefeller global family office · customized solutions · investment capabilities · office of the cio · client solutions · strategic business advice
Target customersfamilies and individuals · institutional investors · corporations · financial advisors
Geographic scopeunknown · also United Kingdom
Reviews found
Public contact points1 role addresses · 0 phone numbers
Pages readhome
Datescrawled 2026-09-08 · profiled 2026-09-12 · hiring built 2026-10-28
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Rockefeller Capital Management (, United States, 1001-5000 employees) has 62 open roles, 31 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/rockco.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from rockco.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Jibe career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Rockefeller Capital Management: questions

Does Rockefeller Capital Management use Microsoft PowerPoint?

Yes, by the company's own words: 28 postings name it, first seen 2024-10-23, in the finance & accounting team.

Is Rockefeller Capital Management hiring?

62 open roles as of 30 October 2026, 31 opened in the last 30 days and 15 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From rockco.com itself: we crawled it on 2026-09-08, built the profile on 2026-09-12, and read its career site (Jibe) hourly since. Headcount is from LinkedIn.

Who should I write to at Rockefeller Capital Management?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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