Wealth Management Internship - Summer 2027
About The Position
AlTi Tiedemann Global is hiring two rising seniors for a 10-week Wealth Management Internship in New York. The program provides 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 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. Throughout the summer, interns 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 internship offers 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 and demonstrate a professional, 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 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, and participate in due diligence reviews, family office service exercises, marketing content, and discussions of family values, legacy, financial education, and philanthropy.
- Complete specialty-team projects, client scenarios, or case exercises and synthesize them into a final client case study presentation.
- Develop a written portfolio of completed assignments and present advisory skills and integrated firm knowledge in a final presentation.
Benefits
- Professional mentorship, feedback, and career development discussions.
- Potential consideration for future full-time Associate Advisor roles.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Intern
