Private Advisor Team Fall Intern, 2026

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a Part-Time Intern to support their team this fall. This is a project-based role focused primarily on leveraging AI technologies to improve operational efficiency, streamline internal workflows, and enhance the team's AI capabilities. Working directly with the Private Advisor team, the intern will help identify opportunities for automation, evaluate emerging AI tools, and assist in building scalable processes that support a growing business. The intern may occasionally provide basic administrative or office support, including serving as a backup resource for phone coverage and responding to client inquiries.

Responsibilities

• Assist in the development and enhancement of the team's internal AI infrastructure, workflows, and best practices
• Research, test, and evaluate AI tools and technologies that can improve efficiency, organization, and productivity
• Support the implementation of firm-sponsored AI initiatives, pilots, and internal technology enhancements
• Create, refine, and maintain AI prompts, templates, process guides, and workflow documentation for team use
• Analyze current team processes and identify opportunities for automation, simplification, or improved knowledge management
• Help organize business information, project materials, and internal resources in a way that supports effective use of the firm's AI interface
• Partner with the Private Advisor to understand operational needs and translate them into practical AI-enabled solutions
• Assist with special projects related to business growth, team operations, and process improvement
• Provide limited administrative support to the team when needed, including basic office communications or phone coverage

• High school degree required
• Pursuing a degree with a concentration in Business, Computer Science, Artificial Intelligence, Data Science, Information Systems, Finance, Economics, or a related field is desirable
• Demonstrated interest in artificial intelligence, automation, emerging technologies, digital transformation, or business operations
• Interest in financial services, wealth management, or family office operations is a plus
• Ability to commit approximately 10 hours per week during the academic year

• Highly proficient in Microsoft Office, including Excel, Word, PowerPoint, Outlook, and Teams
• Experience using AI platforms such as Microsoft Copilot, ChatGPT, Claude, Gemini, or similar tools is preferred
• Ability to learn new technologies quickly and apply them to business problems
• Strong analytical, problem-solving, and process improvement skills
• Ability to work well independently and as part of a small team
• Strong communication skills, both written and verbal
• Detail-oriented with strong organizational and time management skills
• Ability to multi-task and reassess priorities as situations arise

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.