2026 Summer Intern - Business & Operations

Vestwell•Austin, NY

9h•$35•Hybrid

About The Position

Vestwell is seeking motivated individuals for its 10-week Summer Internship Program (June 8 to August 10, 2026). This program offers hands-on experience in various teams, including Finance, Conversion Operations, Document Compliance, Partner Success, Retirement Plan Services, Enterprise Relationship Management, Payroll Operations, and National Sales. Interns will work on real projects, contributing through research, data analysis, and execution. Each intern will be supported by a manager and mentor, receiving regular feedback. The program aims for interns to contribute to a defined deliverable, operate independently, and gain a strong understanding of Vestwell's business.

Requirements

Rising or current seniors, or recent graduates (including boot camps or similar programs).
Based in or able to work in a hybrid capacity in New York City, Austin, or King of Prussia.
Available for the full 10-week program (June 8 to August 10, 2026).
Clear written and verbal communication skills.
Strong attention to detail and organizational ability.
Analytical thinking and problem-solving mindset.
Ability to manage multiple tasks and priorities simultaneously.
Collaborative, team-oriented, and proactive working style.
Proficiency with Microsoft Office Suite or Google Workspace.
Professional demeanor and coachable attitude.
Applicants must be legally authorized to work in the United States for the full duration of the internship without employer sponsorship now or in the future.
Candidates on F-1 or J-1 visas must have valid work authorization that allows for full-time internship participation, such as CPT, OPT, or J-1 Intern authorization through a designated sponsor.

Nice To Haves

Experience with CRM platforms (e.g. Salesforce, HubSpot).
Familiarity with project management tools (e.g. Asana, Jira, Notion, Monday.com).
Exposure to AI tools or workflow automation platforms (e.g. Claude Cowork).
Prior internship, work, or relevant project experience.
Knowledge of financial services, fintech, or retirement industry concepts.

Responsibilities

Support day-to-day team operations and contribute to active projects from day one.
Assist with data entry, analysis, reporting, and documentation across team workflows.
Contribute to AI workflow, process automation, or operational improvement initiatives (varies by team).
Communicate clearly with internal stakeholders and, where applicable, external partners or clients.
Participate in weekly team meetings, recurring 1:1s with your manager, and cross-functional check-ins.
Document work, maintain internal resources, and contribute to team knowledge bases.
Process documentation, workflow mapping, and operational improvement initiatives.
Data analysis, reporting, and sales or billing operations support.
AI-assisted workflow and automation projects (select teams).
Client and partner-facing relationship management support (select teams).
Compliance, amendment, and documentation projects (select teams).

Benefits

Competitive Pay: $35/hour up to 25 hours per week
Curated Learning & Development: Build key skills through tailored programming, including time management, presentations, and fintech fundamentals.
Vestwell Swag: Receive a personalized swag package to feel part of the team from day one.
Weekly Meals & Snacks: Enjoy in-office breakfast and lunch options that keep the team connected.
Networking & Community: Participate in intern events and Employee Resource Group programming.
Performance Bonus: Earn a bonus based on your impact and overall program performance.
Portfolio-Ready Experience: Complete a final project that showcases your work and contributions.
Path to Full-Time: Top performers may be invited to interview for future full-time opportunities.
Competitive health coverage
Generous vacation offering
401(k) plan