Wealth Technology Strategy and Solutions Intern jobs in United States
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Focus Financial Partners · 3 hours ago

Wealth Technology Strategy and Solutions Intern

Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. The Wealth Technology Strategy and Solutions Intern will help drive technological innovation and operational excellence by collaborating with the technology team to execute complex change initiatives and generate organization-wide efficiencies.

Asset ManagementFinanceFinancial ServicesWealth Management
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Growth Opportunities
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Responsibilities

Translate business needs into workflows across common systems, functional teams, and business entities
Support data integration and automation across the financial technology platform and other business systems
Assist in gathering financial, technological, and operational data into structured repositories
Perform data analysis to identify trends, discrepancies, and opportunities for enhancements
Produce business intelligence dashboards that provide actionable insights and monitor KPIs
Draft presentations that distill data into a strategic narrative
Capture takeaways, notes, and deadlines from meetings to ensure alignment
Assist in organizing core business planning and operating cadences; develop internal procedures to guide multidisciplinary teams
Assist in mapping current processes and identifying gaps and areas for consolidation

Qualification

Data analysisBusiness intelligence dashboardsFinancial technologyCommunication skillsIntellectual curiosityInterest in wealth managementOrganizational skillsTeamworkWork ethic

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
Demonstrated track record of academic success and/or professional pursuits
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

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Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.

Funding

Current Stage
Public Company
Total Funding
$85M
2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M

Leadership Team

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Michael Nathanson
Chief Executive Officer
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Adam Birenbaum
President
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Company data provided by crunchbase