2027 Private Wealth Management Intern (Cleveland)

Glenmede Trust Co•Beachwood, OH

7d•Onsite

About The Position

Glenmede is seeking interns for its 10-week Private Wealth Management Internship Program, running from June to August 2027. This program offers personal and professional development, insight into career opportunities within the firm, and exposure to various aspects of wealth and investment management. The internship is based in Cleveland, OH, with the expectation of up to five days per week in the office. Interns will gain hands-on experience, skills development, mentorship, and career insights. The Private Wealth division focuses on integrated wealth management to help clients pursue their purpose, passions, and legacy, requiring a personalized approach to unique client circumstances.

Requirements

Must be enrolled in a Bachelor's degree program and a rising senior, graduating between May 2028-December 2028.
Excellent communication skills required.
Desire to be in a client-facing role.
Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
Demonstrated ability to carry out detailed work accurately and on time.
Ability to work under pressure and meet deadlines.
Detail-oriented, ability to analyze.
Ability to work within a team and on a self-directed basis.
Proficient with Microsoft Office Suite, including Excel and PowerPoint.
Must be authorized to work in the United States, without sponsorship, for the internship duration.
Glenmede will only consider candidates who are currently authorized to work for any employer in the United States and who will not require work visa sponsorship from Glenmede now or in the future in order to retain their authorization to work in the United States.

Nice To Haves

Business majors preferred.

Responsibilities

Support a wide range of activities within the Private Wealth department.
Act and perform professionally.
Gain exposure to the wealth and investment management businesses.
Develop a deeper level of experience in a particular area of focus.
Experience working collaboratively alongside managers and specialists of all career levels.
Support daily oversight and execution of investment management responsibilities for high-net-worth families (Portfolio Management focus).
Assist with client service work related to portfolio management (Portfolio Management focus).
Gain exposure to holistic, goals-based wealth and investment management (Portfolio Management focus).
Support Wealth Advisors in offering comprehensive services tailored to client needs, including family governance, educational programs, philanthropic guidance, fiduciary services, and administrative services (Wealth Advisory focus).