Wealth Management Internship - Summer 2027

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

Wealth Management Internship - Summer 2027

Department: Client Advisory

Employment Type: Internship

Location: Seattle

Compensation: $33.00 / hour

Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com

About the Program

We are looking to hire two rising seniors for our 10‑week Wealth Management Internship in Seattle. The program provides a comprehensive, hands‑on introduction to the private client advisory business through structured training, Associate Advisor shadowing, specialty team rotations, applied projects, and a final Capstone Client Case Study.

Interns will rotate through key areas of the firm, including Investment Management, Trust & Estate Planning, Family Office Services, Marketing & Business Development, Governance & Education, and Operations / Client Service Administration, while working closely with the Client Advisory Team.

The program is designed so interns build toward their final capstone throughout the summer. Each specialty team will provide a short project, client scenario, or case exercise that helps interns understand how that team contributes to a broader client relationship. Interns will synthesize those projects into a final client case study presentation for firm leaders and managers.

Key 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.

Learning Outcomes & Deliverables

• Working knowledge of wealth management platforms and reporting tools.
• A practical understanding of investment research, trust structures, financial tracking, and client communication.
• A written portfolio of completed assignments (e.g., Addepar reports, investment proposals, governance frameworks, marketing materials).
• A final presentation showcasing advisory skills and integrated firm knowledge.
• Professional mentorship, feedback, and career development discussions.

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.

Why Join Us

At AlTi, you’ll be part of a team that truly believes in doing wealth management differently. AlTi combines the boutique spirit of a family office with the global scale and resources of a world‑class platform. Over ten weeks, you’ll rotate through our core disciplines including investments, trust & estate planning, family office services, marketing, and family governance to gain hands‑on experience across the full spectrum of wealth management. By the end of the program, you’ll walk away with practical skills, and a real understanding of how we serve ultra‑high-net-worth families. Most importantly, you’ll join a culture that values curious thinkers, making an impact, and growth from within.

Successful interns will leave with practical skills, a professional network, and the potential to be considered for future full‑time Associate Advisor roles.