Partner Programs Intern

Wealth Enhancement Group

2d•Remote

About The Position

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 Partner Programs Intern to join our team. This is a summer internship, expected to last approximately May to August. In this role, the intern will provide operational, administrative, and marketing support to the Internal Sales team, with a strong focus on data integrity, partner engagement, and process coordination. Interns will gain hands-on experience updating Salesforce records, supporting referral and campaign tracking, coordinating partner event logistics, and assisting with ongoing internal sales operations. This opportunity is ideal for students studying business, finance, or marketing who are detail-oriented, highly organized, and eager to contribute in a fast-paced, collaborative environment. This is a 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 business, finance, or marketing
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
Proficient with Microsoft Office Suite or related software

Responsibilities

Provide backup support to the internal sales support team during summer hours and other instances as needed.
Routing requests to the appropriate Regional Vice President and internal sales team members for timely resolution.
Updating and managing stale lead pipeline with occasional outreach to clients or referring partners using email templates
Coordinate with team in ordering various breakfast/lunch for meetings and events
Assist with gift ordering for partners, including expense tracking and confirming delivery
Print and ship from UPS/FedEx for the client data-gathering process and other one-off requests
Assist in monitoring data and records in salesforce to ensure accuracy
Support special projects related to partner programs and referral initiatives.
Help document workflows and create process guides for internal use.
Supporting reporting or simple data analysis.