Wealth Management - Intern (Summer 2027) - On-site

Usi Insurance; Chicago, Northern (IL, KY); Hybrid; USD 25,000 - 34,000; Part time

Job summary

BMO Wealth Management is seeking a Summer 2027 Intern to support the management and execution of assigned programs and projects. You will work with internal and external stakeholders to ensure effective delivery, assist design and development, and help build dashboards and reports.

Ideal candidates are enrolled in an undergraduate program with strong analytical, collaboration, and communication skills, graduating Spring 2028–Spring 2029, and legally eligible to work in the U.S.

Qualifications

• Enrolled in an undergraduate degree program, graduating Spring 2028 – Spring 2029.
• GPA 3.2/4.0 or higher preferred.
• Specialized knowledge from education and/or related internship experiences.
• Collaboration & teamwork, analytical problem solving, and influence skills.

Responsibilities

• Supports the management & execution of assigned business program or project; collaborates with stakeholders to ensure delivery.
• Assists design, development, and execution of core program processes.
• Analyzes data to provide insights and recommendations for program strategy.
• Gathers data into reports and dashboards; tracks metrics and milestones.
• Contributes to change management and tailored communications as needed.

Skills

Analytical skills

Problem solving

Collaboration & teamwork

Influence skills

Education

Undergraduate degree program

Job description

Wealth Management - Intern (Summer 2027)

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution. Supports the execution of program components working with internal & external stakeholders to ensure effective & seamless delivery.

• Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.
• Participates in the design, development, implementation, and management of core program processes.
• Provides input to the program strategy by analysing current operations & challenges, researching best practices and understanding industry trends.
• Provides support for the investigation, analysis & documentation of program risks.
• Analyzes data and information to provide program insights and recommendations.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Organises work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).
• Communicates and reinforces program principles, strategies, processes and standards in all operational activities.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Tracks exception requests and corresponding approvals.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• Enrolled in an undergraduate degree program, graduating Spring 2028 – Spring 2029.
• A preferred minimum GPA of 3.2/4.0.
• Specialized knowledge from education and/or related internship experiences.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Legally authorized to work in the U.S. and will not require sponsorship now or in the future.