2026 Summer Intern - Business & Operations

Vestwell•Austin, TX

1d•Hybrid

About The Position

Vestwell is seeking motivated individuals for its 5th annual 10-week Summer Internship Program, running from June 8 to August 10, 2026. This program offers hands-on experience across 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, with support from a manager and mentor. The goal is for interns to contribute to a defined deliverable, operate independently, and gain a strong understanding of Vestwell's business in the fintech sector.

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