Must Have Technical/Functional Skills
- Experience in business analysis, ideally within financial services or wealth management.
- Knowledge of corporate finance principles and advisor compensation models.
- Background in defining and implementing business workflows.
- Strong communication and stakeholder management abilities.
- Capable of independent and collaborative work in a changing environment.
- Competent in documenting current and future state processes related to Rockefeller’s data ecosystem and digital experience.
- Experience with UI development, including requirements definition and design.
- Demonstrates critical thinking and an enterprise perspective.
- Familiarity with systems and tools used at Rockefeller, such as DevOps, Dynamics 365.
- Finance & Operations, Alteryx, Power BI, Solver, Jaccomo.
Roles & Responsibilities
- Lead and support cross-functional projects related to corporate finance and advisor operations.
- Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
- Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
- Analyze advisor performance metrics and compensation structures for strategic decision-making.
- Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
- Facilitate communication among stakeholders to ensure clarity and alignment.
- Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting.
TCS Employee Benefits Summary:
- Discretionary Annual Incentive.
- Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
- Family Support: Maternal & Parental Leaves.
- Insurance Options: Auto & Home Insurance, Identity Theft Protection.
- Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
- Time Off: Vacation, Time Off, Sick Leave & Holidays.
- Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
