2027 Private Wealth Management Intern (Cleveland)

Glenmede; Beachwood (OH); On-site; USD 39,000 - 44,000; Full time

Benefits offered by this job

Mentorship

Job summary

Glenmede is offering a 10-week Summer Internship Program based in Cleveland, OH. This hands-on program lets interns gain insight into private wealth and investments while contributing to real client work under the guidance of professionals.

You'll participate in networking events, a final group project, volunteer opportunities, and social outings, with exposure to Portfolio Management and Wealth Advisory. Availability to come into the office up to five days a week is expected during June to

Qualifications

• Must be enrolled in a Bachelor’s degree program and a rising senior, (graduating between May 2028-December 2028).
• We accept varying majors, business majors preferred.
• Excellent communication skills required .
• Desire to be in a client facing role.
• Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
• Demonstrated ability to carry out detailed work accurately and on time.
• Ability to work under pressure and meet deadlines.
• Detail oriented, ability to analyze.
• Ability to work within a team and on a self-directed basis.
• Proficient with Microsoft Office Suite, including Excel and PowerPoint.
• Must be authorized to work in the United States, without sponsorship, for the internship duration.

Responsibilities

• Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally.
• At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.

Skills

Communication

Client facing

Self-motivated

Problem solving

Detail oriented

Team player

MS Office (Excel/PowerPoint)

Education

Bachelor's degree

Tools

MS Office (Excel/PowerPoint)

Job description

• Mentorship

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise, and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

For further information, please visit http://www.glenmede.com .

Internship Program:

Interns will have the opportunity for personal and professional development while gaining insight into future career opportunities within our firm.

The 10-week program will run from June to August 2027.

Program highlights include networking events, a final group project, volunteer opportunities, social outings, and exposure to professionals in all areas of the business.

The internship will be based out of our Cleveland, OH location. The intern must be available to come into the office up to five days per week, depending on business needs.

What You’ll Gain:

• Hands-on Experience
• Skills Development
• Mentorship
• Career Insights

OVERVIEW:

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

RESPONSIBILITIES

Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.

Portfolio Management

The team is responsible for the daily oversight and execution of investment management responsibilities, along with the corresponding client service work, for high-net-worth families with complex wealth needs. The role offers broad exposure to holistic, goals-based wealth and investment management. This internship is best suited for individuals interested in portfolio management, construction, and implementation within private wealth management - it is not intended for those seeking exposure to institutional asset management.

Wealth Advisory

Our Wealth Advisors offer comprehensive services tailored to meet the needs of each client, including expertise on family governance and educational programs, philanthropic guidance, fiduciary services, and administrative services.

QUALIFICATIONS

• Must be enrolled in a Bachelor’s degree program and a rising senior, (graduating between May 2028-December 2028).
• We accept varying majors, business majors preferred.
• Excellent communication skills required .
• Desire to be in a client facing role.
• Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
• Demonstrated ability to carry out detailed work accurately and on time.
• Ability to work under pressure and meet deadlines.
• Detail oriented, ability to analyze.
• Ability to work within a team and on a self-directed basis.
• Proficient with Microsoft Office Suite, including Excel and PowerPoint.
• Must be authorized to work in the United States, without sponsorship, for the internship duration.

Compensation

The hourly rate offered for this role is $30/hour for rising seniors.

All communication will be sent via email.

Applications for our 2027 Summer Internship Program will close on Friday, November 27, 2026. Applications will be reviewed on a rolling basis.

Glenmede will only consider candidates who are currently authorized to work for any employer in the United States and who will not require work visa sponsorship from Glenmede now or in the future in order to retain their authorization to work in the United States.

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/ .

• We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.