Wealth Management Marketing Intern

The Role 

We’re seeking an ambitious Marketing Intern to drive our expansion into the nonprofit endowment and foundation sector. This role offers current undergraduate business students hands-on experience in wealth management marketing, lead generation, and client engagement.

Your Impact 

• Online Lead Generation:
• Use platforms like LinkedIn and other professional networking tools to identify and engage with potential clients in the nonprofit sector.
• Research and compile a database of nonprofit endowment prospects, including contact information and relevant organizational details.
• Content Creation and Engagement:
• Assist in creating and scheduling posts on social media platforms to enhance our online presence.
• Develop personalized outreach messages to connect with potential clients.
• Market Research:
• Analyze trends within the nonprofit endowment space to identify potential opportunities for engagement.
• Monitor competitor activities and provide insights to inform marketing strategies.
• Administrative Support:
• Track and report on the performance of marketing campaigns.

The Ideal Match 

• Current enrollment in an undergraduate business program
• Demonstrated interest in wealth management and financial services
• Strong proficiency with LinkedIn and professional networking platforms
• Exceptional written and verbal communication skills
• Outstanding organizational abilities and attention to detail

Bonus Points

• Experience with marketing analytics tools
• Understanding of nonprofit sector dynamics
• Previous internship experience in financial services or marketing

Why Join Us

• Hands-on experience in a professional wealth management environment.
• Mentorship and learning opportunities tailored to your career goals.
• Flexible working hours to accommodate your academic schedule.
• Work alongside some of the brightest minds in fintech

Ready to disrupt wealth management? Let’s talk!