Wealth Management Digital Client and Partner Experience Intern

About the Role

Key Responsibilities

• Work directly with your team on day-to-day tasks with weekly program events to develop new skills, network with senior leaders, and socialize as an intern community.
• Collaborate with multiple stakeholders across product, data, tech, and design to deliver excellent experiences for clients and partners.
• Research and use competitive insights to create capability maps.
• Develop and review user stories.
• Analyze large datasets to extract meaningful insights through data analysis and visualization.
• Complete, compile, and present high-quality summaries of findings and recommendations in a concise and professional manner.
• Run, create, and analyze reports.
• Support Wealth Management teams in various projects.
• Develop professional skills related to assigned areas of Risk.

Requirements

• Pursuing a bachelor's degree at an accredited college/university with an expected graduation date of December 2026 through Summer 2027.
• Preferred majors include Information Systems, Business Administration, Finance, Economics.
• Minimum GPA of 3.0.
• Interest in and curiosity to learn more about financial markets.
• Some knowledge of Product Management, UX Design, Data Science, Research, Statistics, Analytics, and/or Data Platforms, usually acquired through coursework or prior related experience.
• Proven analytical, quantitative, communicative, and problem-solving skills through coursework, projects, and/or previous internship experience.
• Demonstrated leadership and teamwork through projects and/or extracurricular involvement.
• Legal authorization to work in the United States without requiring sponsorship.

Nice to Have

• Experience or knowledge in financial markets.
• Experience working with stakeholders across product, data, tech, and design teams.
• Leadership and teamwork experience through projects or extracurricular activities.

Qualifications

• Pursuing a bachelor's degree with an expected graduation date between December 2026 and Summer 2027.
• Preferred majors include Information Systems, Business Administration, Finance, Economics.
• Minimum GPA of 3.0.

Benefits & Perks

• Salary of $35.00 USD per hour.
• Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts, disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.