Wealth Management Intern

About the Role

This internship provides an opportunity to gain hands-on experience in data analysis. The 2027 Summer Internship Program is a paid 10-week learning experience. You will be immersed in the daily environment of a thriving global financial services company, gaining invaluable industry and organizational knowledge through daily business interactions and job assignments. You will engage in projects that directly affect the company's business, interact with senior leaders, and network with employees and interns across the company.

Compensation: $20–35 per hour

Start Date: Summer 2027

Department: Finance & Accounting

Key Responsibilities

• Support projects and analyses that advance the goals of one or more Client Solutions and Wealth Management (CSWM) areas.
• Gather, organize, and analyze data to identify trends and inform recommendations.
• Prepare clear, well-structured deliverables such as summaries, presentations, and reports for team and leadership audiences.
• Collaborate across teams and build relationships while learning how the different areas of CSWM work together.
• Build an understanding of how the organization delivers financial solutions, supports distribution growth, enhances advisor capabilities, and drives transformational initiatives.
• Explore and apply AI tools to improve research, analysis, and day-to-day work where appropriate.
• Learn about the company’s purpose, values, how the company works, and its suite of product and service offerings.
• Build a network of colleagues and develop a sense of community with other interns and employees.

Requirements & Tech Stack

• Mathematics, economics, a business-related discipline (such as finance, accounting, marketing, or management), or a related field of study.
• Strong analytical and problem-solving skills.
• Comfort working in Microsoft Excel, PowerPoint, and Word.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• A collaborative mindset.
• Intellectual curiosity.
• Ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization.
• F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered.
• H1-B and green card sponsorship are not available for this position.
• You must be available for the full program dates of the internship program.
• The company is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B).
• You must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Preferred Qualifications

• Familiarity with, or hands-on experience using, artificial intelligence (AI) tools to research, analyze, or improve the way work gets done.