Wealth Product COE Intern (Hybrid) jobs in United States
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Broadridge · 3 days ago

Wealth Product COE Intern (Hybrid)

Broadridge is dedicated to empowering others and is seeking a Wealth Product Management Intern to support the Canadian Wealth Product team. In this role, you will assist with market research, product documentation, and project coordination to enhance digital capabilities in wealth management.

BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital

Responsibilities

Assist the Product Management team in researching market trends and competitive analysis related to wealth management technology
Help document product requirements, user stories, and workflows under the guidance of senior product leaders
Support in preparing presentations, reports, and dashboards showcasing product updates and key metrics
Collaborate with cross-functional teams (technology, marketing, finance, operations) to gather and organize information for product initiatives
Participate in meetings with stakeholders and take meeting notes to track action items and deliverables
Contribute ideas and feedback to improve client experiences, product design, and digital capabilities
Learn about Broadridge’s wealth management platform, its components, and how it integrates with client and partner systems
Develop automation & AI product use cases alongside other product leaders
Support business case creation by gathering data, compiling insights, and benchmarking industry best practices
Gain exposure to Agile product development processes and digital innovation in financial services

Qualification

Wealth managementFintech innovationProduct developmentAI & AutomationMicrosoft Office SuiteAnalytical skillsResearch skillsCuriosityProactivityOrganizational skillsCommunication skillsInterpersonal skillsDetail-oriented

Required

Currently enrolled in 2nd or 3rd year pursuing a Bachelor's degree in Business, Finance, Economics, Computer Science, or a related field
Interest in wealth management, fintech innovation, and product development
Strong analytical, research, and organizational skills
AI & Automation exposure or training
Excellent communication and interpersonal abilities
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with data tools or project management software is an asset
Detail-oriented with the ability to manage multiple tasks in a fast-paced environment
Curious, proactive, and eager to learn from experienced product managers

Company

Broadridge

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Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.

Funding

Current Stage
Public Company
Total Funding
$3.05B
2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M

Leadership Team

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Timothy Gokey
Chief Executive Officer
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Tyler Derr
Chief Technology Officer
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Company data provided by crunchbase