Central Solutions Intern

Wealth Enhancement Group

5d • Remote

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 in Plymouth, MN is seeking a Central Solutions Intern to join our team. This internship provides an excellent opportunity for students to gain practical experience in financial services product management and marketing. The intern will support the Central Solutions team across various data, technology, administrative, research, marketing, and project tasks aimed at delivering tools that drive financial advisor growth efforts. Key takeaways from this role include learning about comprehensive financial planning, investing in global markets, and the strategic elements behind a successful advisory business. Additionally, the intern will assist with up-to-date data, research, and presentations that support team goals for delivering products and services that address advisor and client needs. This position is ideal for students aspiring to build a career in financial services product management and marketing. 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

• Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible.
• 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.
• Proficient with Microsoft Office Suite or related software.

Nice To Haves

• Preferably pursuing bachelor’s degree in finance, business, marketing, or related field
• Preferably students between their junior and senior years.

Responsibilities

• Product Management Support
• Execute tasks related to the Productization Roadmap for Centralized Client Solutions
• Research projects related to competitive positioning, pricing, and industry trends
• Complete project work related to advisor adoption of Centralized Client Solutions
• Salesforce Data Analysis
• Perform data analytics duties in support of standing business reporting tasks
• Provide ad hoc support for team data and segmentation needs
• Helps provide valuable analysis to product and advisory teams
• Learn to perform data segmentation and analysis to drive growth
• Product Marketing
• Learn the basics of product marketing and the RIA industry
• Execute tasks as part of new collateral or product marketing asset creation and production
• Support tasks related to product marketing content governance and updates
• Create reports and presentations to summarize key findings
• Support product launch roadmaps
• Facilitate ad hoc product marketing support requests
• Perform Operational Workflow Tasks
• Perform audit projects seeking misalignments or inefficiencies
• Coordinate cross-functional, database, or system change management projects

Benefits

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

What This Job Offers

• Career Level: Intern