Wealth Management Internship, Summer 2027- Chicago, IL (10 Weeks)

Bank of Montreal•Chicago, IL

About The Position

The Wealth Management Internship supports the management and execution of assigned business or group programs and projects. The intern contributes to program design, development, implementation, and ongoing management, while working with internal and external stakeholders to help ensure effective delivery. The role includes analyzing operations and industry trends, documenting risks, preparing reports and dashboards, tracking strategic initiative milestones, and supporting change management and communications. It also involves organizing information, monitoring exception requests and approvals, resolving issues within established guidelines, and applying BMO's Risk Management Framework and policies when making decisions.

Requirements

Typically 2–3 years of relevant experience.
Specialized knowledge.
Good verbal and written communication skills.
Good organizational skills.
Good collaboration and teamwork skills.
Good analytical and problem-solving skills.

Nice To Haves

A post-secondary degree in a related field of study is desirable.

Responsibilities

Support the management and execution of assigned business or group programs and projects, including input to their design, development, and execution.
Work with internal and external stakeholders to support seamless delivery of program components.
Participate in the design, development, implementation, and management of core program processes.
Analyze current operations and challenges, research best practices, and understand industry trends to inform program strategy.
Support investigation, analysis, and documentation of program risks.
Analyze data and information to provide program insights and recommendations.
Organize work information to ensure accuracy and completeness, including exception and initiative-tracking reports.
Communicate and reinforce program principles, strategies, processes, and standards in operational activities.
Gather and format data for regular and ad-hoc reports and dashboards.
Support strategic initiatives by tracking metrics and milestones.
Support change management activities, with a focus on execution and sustainment.
Help develop tailored messaging, including writing, editing, and distributing communications.
Track exception requests and corresponding approvals.
Complete complex and diverse tasks within established rules and limits, including handling escalations from other employees.
Analyze issues and determine next steps.
Apply BMO's Risk Management Framework and make sound, risk-informed decisions in accordance with approved risk appetite, policies, laws, and regulations.