Seattle Summer Wealth Management Internship

AlTi Tiedemann Global; Seattle (WA); On-site; USD 38,000 - 53,000; Full time

Job summary

AlTi Tiedemann Global is offering a Wealth Management Internship in Seattle for rising seniors pursuing Finance, Economics, or related fields. The 10-week program provides hands-on exposure to private client advisory with structured training, shadowing, and team rotations.

You will work with investments, trust & estate planning, family office services, marketing, governance, and operations, supporting advisors and preparing client materials while learning the firm’s research, due diligence, and

Qualifications

• Rising seniors pursuing a degree in Finance, Economics, Business, Accounting, or related field.
• Strong analytical skills, intellectual curiosity, and attention to detail.
• Excellent written and verbal communication skills.
• Team-oriented with a professional and proactive mindset.

Responsibilities

• Participate in structured training and shadowing within the Client Advisory Team.
• Learn to use core wealth management tools and platforms (Addepar, Salesforce, Portfolio Rebalancing, Monte Carlo modeling, etc.).
• Support advisors in preparing client reports, proposals, and investment policy statements.
• Contribute to projects across firm teams, including: Learning the firm’s investment research philosophy and due diligence process
• Gaining exposure to Trust & Estate planning which includes understanding trust structures and their role in wealth transfer planning.
• Observing how the firm supports clients and Foundations with grantmaking, financial tracking, cash flow management, bookkeeping, and bill pay.
• Assisting in reviewing and updating RFPs, marketing decks, and other business development materials.
• Learning how governance frameworks are applied to families and enterprises due diligence reviews, family office service exercises, marketing content, and engaging in discussions around family values, legacy, financial education, and philanthropy.

Skills

Analytical thinking

Written & verbal comms

Detail-oriented

Team-oriented

Education

Finance/Economics/Business major

Tools

Addepar

Salesforce

Portfolio Rebalancing

Monte Carlo modeling

Job description

AlTi Tiedemann Global is offering a Wealth Management Internship in Seattle for rising seniors pursuing Finance, Economics, or related fields. The 10-week program provides hands-on exposure to private client advisory with structured training, shadowing, and team rotations.

You will work with investments, trust & estate planning, family office services, marketing, governance, and operations, supporting advisors and preparing client materials while learning the firm’s research, due diligence, and