Remote Digital Strategy Intern — Wealth Management

Perigon Wealth Management; San Francisco (CA); Remote; USD 25,000 - 36,000; Full time

Benefits offered by this job

Paid internship

Remote work

Capstone project

Mentorship

Job summary

Perigon Wealth Management is offering a paid summer internship in wealth management with up to 30 hours per week over 10 weeks, starting June 7th, 2027. The internship is remote and provides hands-on exposure across departments including Digital Strategy, finance, and client services.

The program emphasizes onboarding, department rotations, a capstone project, and mentorship to help launch your career in financial services.

Qualifications

• 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.

Responsibilities

• Research and identify new data sets for targeted outreach campaigns.
• Draft messaging for sequences and run A/B tests on subject lines and copy.
• Build and improve dashboards to track campaign performance across channels.
• Support engineering in measuring growth automation tool effectiveness.
• Document findings and present recommendations to the Digital Strategy team.

Skills

Communication

Analytical skills

Interest in wealth management

Eager to learn

Engineering

Data and AI

Education

Currently enrolled in college/university

Finance, Business, Economics or related majors preferred

Job description

Perigon Wealth Management is offering a paid summer internship in wealth management with up to 30 hours per week over 10 weeks, starting June 7th, 2027. The internship is remote and provides hands-on exposure across departments including Digital Strategy, finance, and client services.

The program emphasizes onboarding, department rotations, a capstone project, and mentorship to help launch your career in financial services.