Position Summary:
The Wealth Management Platform & Strategy Intern will work alongside senior leaders to support initiatives that enhance the firm's advisor platform, technology ecosystem, operational processes, and client experience. This internship provides a unique opportunity to gain exposure to the business infrastructure that powers a modern wealth management organization. This role is ideal for students interested in financial services, consulting, technology strategy, operations, fintech, or wealth management.
The intern will support projects that improve how advisors use Elevation Point’s technology, data, and operational resources. Working with the Platform team, the intern will gain exposure to the systems and processes that support a modern wealth management firm while contributing to a defined project that can be completed during the 10-week program.
Key Learning Areas
Wealth Management Technology and Operations
Advisor Workflows and Platform Experience
Process Improvement and Business Analysis
Data, Reporting, and Emerging Technology
Responsibilities:
Platform Research and Analysis
Conduct research on wealth management technology, industry trends, and potential platform enhancements.
Organize findings and help prepare summaries or presentations for the Platform team.
Gather feedback and information from internal stakeholders using defined questions and templates.
Assist with analyzing platform usage, support requests, or other operational information to identify common themes.
Process Documentation and Improvement
Document current workflows, procedures, and system requirements.
Help identify repetitive steps, unclear handoffs, or opportunities to simplify a process.
Create and maintain user guides, training materials, and advisor resource content.
Organize platform documentation so information is accurate and easy to find.
Technology and Platform Support
Support projects involving CRM, portfolio reporting, financial planning, workflow, and advisor-facing technology.
Participate in user acceptance testing by following test scripts, documenting results, and reporting issues.
Assist with maintaining project trackers, action items, and implementation documentation.
Research practical uses of artificial intelligence and automation within wealth management operations.
Collaboration and Professional Development
Participate in meetings with Platform, Operations, and advisor-support teams.
Learn how technology decisions affect advisors, employees, and clients.
Provide regular project updates and incorporate feedback from team members.
Capstone Project
During the internship, the intern will complete one defined project selected with the Platform team. The project will address a current business need and may involve research, workflow documentation, platform usage analysis, testing, or the development of advisor resources. The intern will present their findings and recommendations to Platform and other relevant leaders at the end of the program.
Examples may include:
Designing an advisor workflow improvement
Developing a platform adoption dashboard
Review and reorganize advisor-facing platform resources
Analyze common platform support requests and recommend improvements
Complete a competitive review of a specific technology category
Research a narrow AI use case and assess its practical application
The project will culminate in a presentation to members of the executive leadership team.
Qualifications:
Required
Rising junior or senior pursuing a degree in:
Business Administration
Finance
Economics
Information Systems
Data Analytics
Management
Computer Science
Related field
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel, PowerPoint, and other productivity tools.
Excellent written and verbal communication skills.
Strong organizational skills and attention to detail.
Preferred
Interest in wealth management, financial services, consulting, fintech, or business strategy.
Experience with data analysis, business intelligence tools, or project management.
Familiarity with CRM systems, workflow automation tools, or business process mapping.
Leadership experience through student organizations, athletics, or community involvement.
Skills & Competencies
Strategic thinking
Business analysis
Process improvement
Project management
Data interpretation
Technology aptitude
Collaboration and teamwork
Professional communication
Intellectual curiosity
Initiative and accountability
