Focus Financial Partners · 1 day ago
Wealth Technology Salesforce Intern
St. Louis, MO
Internship
Hybrid
Intern
$22/hr - $22/hrFocus Financial Partners is a rapidly expanding wealth management firm seeking a Salesforce Intern for their 10-week paid internship program. The role involves supporting the Salesforce platform configuration, assisting users with data management, and collaborating with stakeholders to enhance project delivery.
Asset ManagementFinanceFinancial ServicesWealth Management
No H1B
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
Qualification
Required
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
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
Founded in 2006
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
Company data provided by crunchbase