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Full-time
bachelor degree, postgraduate degree
Health coverage, Vacation time, Paid leave, Retirement plan
Posted 33d ago
Apply by Jul 8
~40 hrs/week
Responsibilities
Lead the end-to-end delivery lifecycle of firmwide AI initiatives, from intake and prioritization to launch and adoption. Coordinate across technology, legal, and risk teams to ensure AI solutions meet regulatory standards and fiduciary responsibilities.
Requirements
Requires a bachelor's degree and over 7 years of technology program management experience within financial services or regulated environments. Must possess strong knowledge of AI/ML concepts and proficiency with tools like Copilot and Claude.
Full job description
About Rockefeller Capital Management
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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
The Vice President, Project Manager, AI Initiatives will support the planning, execution, governance, and adoption of firmwide artificial intelligence initiatives across Rockefeller Capital Management. Reporting into the Technology Program Management Office, this role will partner closely with business, technology, information security, legal, compliance, risk, data, and vendor teams to move firmwide AI opportunities from intake and assessment through controlled delivery, launch, measurement, and ongoing governance. The ideal candidate combines strong project management discipline, practical familiarity with AI-enabled solutions, executive-level communication skills, and the ability to coordinate complex, cross-functional work in a regulated financial services environment.
Responsibilities
Manage the end-to-end delivery lifecycle for firmwide AI initiatives, including opportunity intake, prioritization, business case development, planning, execution, dependency management, launch readiness, firmwide roll-out, and adoption tracking.
Serve as a hands-on execution lead who can move between strategic planning and detailed follow-through, ensuring that AI initiatives maintain momentum while supporting Rockefeller’s fiduciary responsibilities, client trust, and operating discipline.
Collaborate with Technology, business stakeholders, and other control function partners to ensure AI initiatives are delivered within firm standards, regulatory expectations, and responsible AI governance requirements.
Maintain an enterprise view of the AI initiative portfolio, including status, milestones, risks, issues, dependencies, decisions, funding needs, vendor engagement, and executive-level reporting for leadership forums and governance routines.
Develop clear project plans, roadmaps, RAID logs, decision logs, action trackers, meeting materials, and executive updates that create transparency and drive accountability across multiple stakeholder groups.
Coordinate AI pilots, proofs of concept, agentic technology initiatives, workflow automation opportunities, and production deployments, ensuring that appropriate success criteria, controls, testing, adoption plans, and support models are defined before launch.
Support AI governance routines by preparing agendas, materials, readouts, follow-ups, and decision documentation, and by helping translate technical, operational, and risk considerations into practical business recommendations.
Partner with product, architecture, engineering, data, and vendor teams to clarify requirements, align delivery plans, manage dependencies, and resolve blockers across internal platforms and third-party AI solutions.
Participate in establishing and continuously improving repeatable AI delivery practices, including intake standards, prioritization criteria, implementation playbooks, control checkpoints, measurement frameworks, and operating cadences.
Drive business readiness and adoption planning for AI capabilities, including stakeholder communications, training coordination, change impact assessment, feedback loops, and post-launch performance monitoring.
Qualifications
Bachelor’s degree in Technology, Business, Finance, or a related discipline; advanced degree preferred
7+ years of experience in technology program, project or product management within financial services or a similarly complex, regulated environment
Demonstrated experience managing enterprise-scale AI or Technology programs, including strategic vendor partnerships, platform launches, and cross-functional delivery
Strong working knowledge of AI/ML concepts, large language models, agentic AI architectures, and enterprise AI governance frameworks
Proficiency across the Copilot and Claude toolset — including Copilot Chat, Copilot Studio, Copilot Research, Cowork, Claude Skills, Claude Projects, Excel and Power Point plugins — to optimize research, reporting, project execution, and stakeholder communication.
Experience with wealth management or financial services technology ecosystems preferred, including familiarity with advisory platforms, data ecosystems, and client-facing digital products
Skills
Strategic thinker with the ability to own a broad AI agenda and drive execution across multiple complex workstreams simultaneously; comfortable setting direction and managing upward.
Exceptional executive presence and communication skills; proven ability to represent complex program status credibly to C-suite and board-level audiences and translate technical concepts into business-relevant insights.
Highly collaborative, cross-functional leader with a demonstrated track record of aligning diverse stakeholders across lines of business, technology teams, and external vendor partners.
Intellectually curious about AI capabilities and their application to financial services workflows; hands-on with the platforms and tools they oversee and able to engage substantively with both business and technical counterparts.
Highly organized with strong technology governance instincts; comfortable maintaining rigor across a large portfolio while keeping delivery teams unblocked and stakeholders informed.
Entrepreneurial energy combined with disciplined execution; able to build structure in ambiguous environments and drive outcomes from concept through adoption.
Compensation Range
The anticipated base salary range for this role is $150,000 to $200,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
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.
Related keywords
Artificial IntelligenceMachine LearningLLMAgentic AICopilotClaudeWealth ManagementFinancial ServicesRAID LogsProof of ConceptWorkflow AutomationGovernance FrameworksTechnology Program Management OfficeFiduciary ResponsibilityEnterprise AIProduct Management
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else.
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.
Offices: New York, New York 10020, US · Boston, MA 02110, US · Wilmington, DE 19801, US · Washington, DC 20006, US · Atlanta, GA 30326, US
Asset ManagementWealth PlanningStrategic AdvisoryFamily Office ServicesTrust Company Servicesand Portfolio Tracking TechnologyWealth ManagementCommercial Real EstateFinancial ServicesReal Estate
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