Wealth Enhancement · 8 hours ago
Procurement Intern
Warren, NJ
Internship
Hybrid
Intern
$39K/yr - $54K/yrWealth Enhancement is an independent wealth management firm focused on enriching clients' lives through personalized financial planning. The Procurement Intern will support strategic initiatives, sourcing events, and contract management while gaining hands-on experience in procurement within the financial services industry.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Assist with gathering information and preparing materials to support strategic objectives and project plans
Shadow team members during meetings with internal stakeholders and vendor partners to learn about planning processes
Help compile and organize data related to supplier portfolios, market trends, and risk profiles
Support basic data analysis tasks, such as preparing spend reports and summarizing findings under guidance
Provide administrative assistance for sourcing activities, including RFx events and supplier reviews
Help maintain documentation and track progress in platforms such as Jira and Ironclad to ensure timely completion of tasks
Assist with uploading and organizing contracts in the Ironclad system
Learn about vendor diligence requirements and support the team in preparing documentation for contract execution
Participate in meetings with internal teams (Legal, IT-Security, Compliance) to observe collaboration processes
Assist with scheduling, note-taking, and follow-up tasks to support cross-functional initiatives
Qualification
Required
Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible
Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
Detail oriented, highly organized and adaptable
Proficient with Microsoft Office Suite or related software
Preferred
Preferably pursuing bachelor's degree in finance, economics, and supply-chain fields
Preferably students between their junior and senior years
Benefits
Training and professional development
Wellness programs and resources
Worker's compensation – employer paid
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Founded in 1997
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase