Wealth Management Internship - Summer 2027
About The Position
AlTi Tiedemann Global is hiring two rising seniors for a 10-week Wealth Management Internship in Seattle. The internship 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 presentation for firm leaders and managers. 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. Specialty teams will provide projects, client scenarios, or case exercises that contribute to the final client case study. The program is intended to build practical skills and working knowledge of wealth management platforms, investment research, trust structures, financial tracking, and client communication. Interns will complete assignments such as reports, investment proposals, governance frameworks, and marketing materials, and receive professional mentorship, feedback, and career development discussions. 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 core 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.
- Learn the firm’s investment research philosophy and due diligence process.
- Gain exposure to Trust & Estate planning, including trust structures and their role in 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; participate in due diligence reviews, family office service exercises, marketing content, and discussions about family values, legacy, financial education, and philanthropy.
- Complete specialty-team projects, client scenarios, or case exercises and synthesize the work into a final client case study presentation.
- Prepare a written portfolio of completed assignments and a final presentation showcasing advisory skills and integrated firm knowledge.
Benefits
- Professional mentorship, feedback, and career development discussions.
- Potential consideration for future full-time Associate Advisor roles.
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What This Job Offers
Career Level
Intern
