Wealth Management Internship - Summer 2027
About The Position
AlTi Tiedemann Global is seeking two rising seniors for a 10-week Wealth Management Internship in Seattle. The program offers a hands-on introduction to private client advisory through structured training, Associate Advisor shadowing, specialty-team rotations, applied projects, and a final Capstone Client Case Study. Interns will work closely with the Client Advisory Team and rotate through Investment Management, Trust & Estate Planning, Family Office Services, Marketing & Business Development, Governance & Education, and Operations / Client Service Administration. Interns will complete projects, client scenarios, and case exercises with specialty teams, then synthesize their work into a final client case study presentation for firm leaders and managers. The program provides experience with wealth management platforms, investment research, client reporting, trust structures, financial tracking, governance, marketing, and client communication. Successful interns may be considered for future full-time Associate Advisor roles.
Requirements
- Be a rising senior pursuing a degree in Finance, Economics, Business, Accounting, or a related field.
- Have strong analytical skills, intellectual curiosity, and attention to detail.
- Have excellent written and verbal communication skills.
- Be team-oriented with a professional and proactive mindset.
Responsibilities
- Participate in structured training and shadowing within the Client Advisory Team.
- Learn to use wealth management tools and platforms, including Addepar, Salesforce, portfolio rebalancing, and Monte Carlo modeling.
- Support advisors in preparing client reports, proposals, and investment policy statements.
- Contribute to projects across firm teams, including investment research and due diligence.
- Gain exposure to trust and estate planning, including trust structures and wealth transfer planning.
- Observe how the firm supports clients and foundations with grantmaking, financial tracking, cash flow management, bookkeeping, and bill pay.
- Assist in reviewing and updating RFPs, marketing decks, and other business development materials.
- Learn how governance frameworks are applied to families and enterprises.
- Complete due diligence reviews, family office service exercises, and marketing content, and participate in discussions about family values, legacy, financial education, and philanthropy.
- Complete assignments and contribute to a final client case study presentation.
Benefits
- Professional mentorship, feedback, and career development discussions.
- Practical skills and a professional network.
- Potential consideration for future full-time Associate Advisor roles.
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What This Job Offers
Career Level
Intern
