Project Manager, AI Initiatives

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 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.

- 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.