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7 часов назад

Advice and Wealth Management Products and Business Solutions Intern (Financial Services)

29$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Advice and Wealth Management Products and Business Solutions Intern (Financial Services): Supporting reporting, analytics, product due diligence, market research, and strategic initiatives for advice and wealth management businesses with an accent on process improvement, stakeholder analysis, and client- and advisor-facing program evaluation. Focus on building dashboards, tracking project risks, analyzing competitive and performance data, and preparing recommendations for business leaders.

Location: Minneapolis, Minnesota, United States; in-office collaboration at least four days per week with flexibility to work from home one day per week.

Salary: $28.50 per hour

Company

hirify.global is a Fortune 500 diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

  • Identify process improvement opportunities and recommend solutions that improve efficiency and stakeholder experience.
  • Develop, maintain, and deliver business reports, dashboards, and analytical insights for decision-making.
  • Track project milestones, risks, and issues while coordinating with stakeholders on resolutions.
  • Conduct market and competitive research and present findings and recommendations to business leaders.
  • Evaluate client- and advisor-facing programs using performance metrics and identify optimization opportunities.
  • Support product due diligence, requirements gathering, strategic initiatives, presentations, and executive summaries.

Requirements

  • Current junior pursuing a bachelor's degree in Finance, Business Management, Business Analytics, Economics, or a related field.
  • Expected graduation between December 2027 and Spring 2028.
  • Demonstrated leadership experience through academic, professional, athletic, volunteer, or extracurricular activities.
  • Strong organizational, communication, presentation, collaboration, analytical, problem-solving, and critical-thinking skills.
  • Proficiency with Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook.
  • Corporate undergraduate internships are not available to students with F-1 visas.

Nice to have

  • Experience leading projects, teams, student organizations, or community initiatives.
  • Curiosity, initiative, accountability, willingness to learn, and commitment to ethical decision-making.

Culture & Benefits

  • Meaningful work and practical learning in a global financial services organization.
  • Exposure to experienced colleagues, senior leaders, business projects, and cross-functional partners.
  • Participation in the Executive Leadership Team Speaker Series.
  • Annual volunteering opportunities supporting local communities.
  • Face-to-face collaboration and a client-centric, relationship-based work environment.

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