Business Process Optimization Intern

Wealth Enhancement Group
1dRemote

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Corporate Office is seeking a Business Process Optimization Intern to join our team. This internship provides an exceptional opportunity for students to gain hands‑on experience in process mapping, analytics, dashboard building, auditing, and supporting business optics management. The intern will work closely with the BPO team to contribute to the development of a new SharePoint knowledge repository while supporting process improvement initiatives and operational analysis. Key takeaways from this role include strengthening analytical and problem‑solving skills, gaining exposure to tools such as Power BI and Visio, and building foundational experience in operations management and process optimization. This is a fully remote internship opportunity In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.

Requirements

  • Preferably Pursuing bachelor’s degree in Operations Management, Industrial Engineering, Economics, Analytics, or a related field.
  • Preferably students between their junior and senior years
  • Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
  • Detail oriented, highly organized and adaptable
  • Ability to work independently, manage time effectively, and take initiative in a remote environment
  • Analytical mindset with interest in understanding and improving how work gets done
  • Open to work with diverse, global teams and different work styles
  • Proficient with process mapping tools such as MS Visio
  • Coursework experience related to process improvement, operations or analytics

Responsibilities

  • Support the BusinessOptix platform and Process Optimization Activities
  • Assist with process mapping activities using the Team’s BusinessOptix technology platform
  • Assist with the structure, documentation, and testing of the Process Governance program, including reviewing standards, controls, and supporting materials.
  • Contribute to analytical and operational support activities, such as dashboard support, audits, and basic process or data reviews.
  • Serve as a backup support resource for the broader BPO team as needed
  • Contribute to Knowledge Management Projects
  • Assist in building a new SharePoint knowledge repository for the newly formed knowledge management department
  • Provide technical and analytical support to ensure accurate, organized, and scalable knowledge assets
  • Help gather, structure, and input content that supports team learning and operational efficiency

Benefits

  • Training and professional development
  • Wellness programs and resources
  • Worker's compensation – employer paid
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