Wealth Technology Salesforce Intern

Focus Financial Partners•Saint Louis, MO

3d•$22•Hybrid

About The Position

The 10-week paid internship program is an opportunity to help drive technological innovation and operational excellence within our rapidly expanding wealth management firm. As a key contributor to Focus Financial Partners’ (FFP) strategic initiatives, you'll collaborate closely with our CRM technology team to align cross-functional stakeholders and execute complex change initiatives that generate organization-wide efficiencies and scale benefits. This role offers unparalleled exposure to a diverse technology platform comprised of industry leaders in financial services. You will develop a multi-faceted skill set as you learn from experts in finance, technology, M&A, cybersecurity, and management consulting. The Salesforce Intern will serve as a technical support resource to facilitate the design, development, and implementation of Salesforce landscape solutions across the organization. Reporting to the Head of CRM, this role will support business needs and technical designs. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Interns who demonstrate exceptional performance may be considered early for a full-time position following graduation.

Requirements

Current students pursuing a bachelor’s or master’s degree in business, Finance, Computer Science, Economics, or a related field
Expected graduation date between December 2026 and Spring 2027
Successfully complete assessments within 5 days of receiving the link
Ability to work and commute out of FFP’s St. Louis, MO office; relocation assistance is not provided
Candidates must have permanent authorization to work in the U.S
Familiarity with Salesforce or other CRM platforms
High level understanding of data modeling and security models
Familiarity with Agile/Scrum development environments
Demonstrated track record of academic success and/or professional pursuits
Excellent communication and technical skills
High degree of personal and professional maturity
Excellent interpersonal and communication skills
Strong organizational and prioritization skills
Intellectual curiosity and confidence to take initiative
Exceptional work ethic and a deep sense of accountability
Ability to work well independently and as part of a team
Interest in wealth management industry

Responsibilities

Support Salesforce platform configuration and analysis, including objects, fields, page layouts, reports, and dashboards, while learning Salesforce platform fundamentals and best practices
Assist users with common requests such as data cleanup, updates, data loading and support ongoing data hygiene initiatives
Prepare and validate data files for import and perform post load validations and reconciliation
Assist in documenting Salesforce system workflows, data models, and integrations with other enterprise systems
Participate in testing and validation of Salesforce enhancements, automations, and integrations across sandbox and non-production environments
Document recurring user issues and resolutions
Assist in developing training materials and quick-reference guides to support Salesforce user adoption
Contribute to process improvement suggestions
Collaborate with stakeholders, program management and development teams to support project delivery and technical specifications
Capture technical and business takeaways from meetings and assist in tracking action items to ensure alignment across stakeholders