Digital Strategy Intern

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct research to discover new data sets for targeted outreach initiatives

• Assess third-party data vendors, public data repositories, and enrichment tools

• Craft messaging for outreach sequences and design as well as implement A/B tests

• Analyze performance metrics and refine messaging strategies

• Create and enhance reporting dashboards to track campaign performance

• Examine tool utilization and adoption trends within workflows

• Develop visual representations of data

• Evaluate the effectiveness of growth automation tools

• Pinpoint opportunities for workflow optimization

• Document insights and present recommendations to the Digital Strategy team

• Complete a capstone project that involves researching a business opportunity or challenge and presenting findings to firm leadership

• Engage in departmental rotations and partake in mentorship/networking activities

⛳️ Requirements

• Currently pursuing a degree at a college or university

• Must be a junior, senior, or postgraduate student

• Maintain a GPA of 3.0 or above

• Preferred majors include Finance, Business, Economics, or related fields

• Strong enthusiasm for wealth management and financial planning

• Willingness to learn, collaborate, and take initiative

• Interest or knowledge in engineering, data analysis, and artificial intelligence

• Exceptional communication and analytical abilities

• Capability to occasionally lift and/or transport up to 25 pounds

• Ability to perform the specified physical tasks, with reasonable accommodations provided

🏝️ Benefits

• Paid summer internship

• Comprehensive onboarding experience

• Opportunities for departmental rotations in Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development

• Capstone project presentation to firm leadership

• Access to mentorship and networking opportunities