Hybrid Private Client Group Internship — Wealth Management

LE0219 SCS Capital Management LLC; Boston (MA); Hybrid; USD 28,000 - 40,000; Part time

Job summary

SCS Capital Management LLC’s Private Client Group offers a 10-week Summer Internship in Boston, exposing students to asset management and client services while supporting advisors.

You will participate in onboarding, training, mentorship, and firmwide networking; the role leads to potential full-time Client Advisor opportunities based on performance. The program follows a hybrid model with 3 in-office days per week and up to 2 remote days.

Qualifications

• Pursuing a bachelor’s or master’s degree in finance, economics, business, or related field.
• Expected graduation between Dec 2027 and Spring 2028.
• GPA 3.5+ preferred.
• Strong communication and analytical skills.
• Ability to work in Boston office and commute.

Responsibilities

• Assist senior team members with investment and strategic plans.
• Coordinate account openings and client portfolio administration.
• Prepare client meeting presentations.
• Prepare and review trading and investment activity.
• Monitor portfolios against asset allocation targets.
• Support ad-hoc projects and coordination with accountants/estate attorneys.

Skills

Verbal and written communication

Detail-oriented

Team collaboration

Aptitude for learning complex concepts

Problem solving

Adaptability

Permanent U.S. work authorization

Education

Bachelor's or Master's in finance/economics/business

Expected graduation Dec 2027 - Spring 2028

GPA 3.5+

Tools

MS Office Suite

Job description

SCS Capital Management LLC’s Private Client Group offers a 10-week Summer Internship in Boston, exposing students to asset management and client services while supporting advisors.

You will participate in onboarding, training, mentorship, and firmwide networking; the role leads to potential full-time Client Advisor opportunities based on performance. The program follows a hybrid model with 3 in-office days per week and up to 2 remote days.