Digital Strategy Intern

CFP Board of Standards Inc.; United States; Remote; USD 30,000 - 36,000; Part time

Benefits offered by this job

Paid internship

Remote work

Job summary

Perigon Wealth Management is offering a paid summer internship for college students interested in finance, investing, and client services. The 10‑week program runs from June 7, 2027, with up to 30 hours per week and a remote work setup.

The internship provides onboarding, department rotations, a capstone project, mentorship, and networking opportunities across Planning, Research, Client Services, Operations, Compliance, People & Culture, and Marketing.

Qualifications

• Currently enrolled in a college or university (Finance, Business, Economics, or related majors preferred).
• Must be a junior, senior, or postgraduate with a 3.0 GPA or higher.
• Strong interest in wealth management and financial planning; eager to learn and collaborate.

Responsibilities

• Assist Digital Strategy team with growth initiatives for campaigns and data analysis.
• Research new data sets and evaluate third‑party data providers and enrichment tools.
• Draft messaging for sequences; design and run A/B tests on subject lines and copy.
• Build dashboards and visualizations to track campaign performance across channels.
• Support measurement of growth automation tools and optimize workflows.
• Document findings and present recommendations to the Digital Strategy team.

Skills

Strong interest in wealth management

Excellent communication skills

Analytical skills

Engineering, data and AI

Education

Finance, Business, Economics majors preferred

Job description

POSITION OVERVIEW

Are you a college student interested in the world of finance, investing, and client service? Join Perigon for a dynamic paid summer internship that offers real-world exposure to the fast-paced and rewarding field of wealth management.

Our internship is designed to provide hands‑on experience across departments, equipping you with the skills, knowledge, and professional network to launch your career in financial services.

COMPANY OVERVIEW

Perigon Wealth Management is an independent RIA founded and led by lifelong advisors. With approximately $12.1 billion in AUM, we serve clients nationwide by combining the depth of a larger firm with the feel of a boutique, while supporting advisors who want to grow without giving up independence.

Duration: 10 weeks starting June 7th, 2027

Compensation: Paid

Schedule: Up to 30 Hours per Week

Location: Remote

DUTIES AND RESPONSIBILITIES

The Digital Strategy Intern will support the firm’s growth initiatives, working directly with the Digital Strategy / engineering team. Core responsibilities include: Research and identify new and unique data sets that can be leveraged for targeted outreach campaigns, evaluating third‑party data providers, public data sources, and enrichment tools for relevance to the firm’s ideal client profiles Draft messaging for sequences, design and execute A/B tests on subject lines, copy, and calls to action, and iterate on messaging based on performance data Build and improve reporting dashboards to track campaign performance across outreach channels, analyze tool usage and adoption patterns across existing workflows, and develop data visualizations Support the engineering team in measuring the effectiveness of growth automation tools and identifying opportunities to optimize workflows Document findings and present recommendations to the Digital Strategy team

EXPERIENCE

Comprehensive Onboarding:

Start the summer with a deep dive into Perigon’s mission, values, business, and commitment to serving clients. You’ll learn how the pieces of a wealth management firm fit together and how each team contributes to the client’s experience.

Department Rotations:

Go beyond the textbook and explore the teams that make a wealth management firm successful. Gain exposure to: Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development

Capstone Project:

Put your skills into action by completing a meaningful capstone project over the final 8 weeks. You’ll research a business opportunity or challenge, develop thoughtful recommendations, and present your findings to firm leadership—giving you experience that mirrors the work of professionals in the industry.

Mentorship & Networking:

Build relationships with mentors and professionals across Perigon. You’ll have opportunities to ask questions, learn from different career paths, and connect with team members at all levels of the organization.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Currently enrolled in a college or university (Finance, Business, Economics, or related majors preferred) Must be a junior, senior, or postgraduate GPA Requirement: 3.0 Strong interest in wealth management and financial planning Eager to learn, collaborate, and take initiative Engineering, data and AI Excellent communication and analytical skills

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job‑related instructions and to perform any other job‑related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at‑will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

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