Platform Operations Intern: Wealth Tech & Strategy

Elevation Point; Denver (CO); On-site; USD 28,000 - 34,000; Full time

Job summary

Elevation Point seeks a Wealth Management Platform & Strategy Intern to assist senior leaders on initiatives that enhance the advisor platform, technology ecosystem, and client experience. The 10-week program offers exposure to the business infrastructure behind a modern wealth management firm and hands-on project work.

Ideal candidates are rising juniors or seniors in Business Administration, Finance, Economics, Information Systems, Data Analytics, Management, or Computer Science, with strong

Qualifications

• Rising junior or senior pursuing a degree in: Business Administration, Finance, Economics, Information Systems, Data Analytics, Management, Computer Science, or related field.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel, PowerPoint, and other productivity tools.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.

Responsibilities

• Platform research on wealth management technology, industry trends, and enhancements.
• Document workflows and create user guides and training materials.
• Support CRM, portfolio reporting, financial planning, workflow and advisor-facing tech.
• Assist with testing, trackers, and implementation documentation.
• Provide regular updates and collaborate with Platform and Operations teams.
• Complete a defined capstone project and present findings to leadership.

Skills

Analytical thinking

Problem solving

Excel

PowerPoint

Communication skills

Organizational skills

Attention to detail

Education

Business Administration

Finance

Economics

Information Systems

Data Analytics

Management

Computer Science

Related field

Tools

CRM systems

Workflow automation tools

Business process mapping

Job description

Elevation Point seeks a Wealth Management Platform & Strategy Intern to assist senior leaders on initiatives that enhance the advisor platform, technology ecosystem, and client experience. The 10-week program offers exposure to the business infrastructure behind a modern wealth management firm and hands-on project work.

Ideal candidates are rising juniors or seniors in Business Administration, Finance, Economics, Information Systems, Data Analytics, Management, or Computer Science, with strong