Wealth Management Internship - Summer 2027 (Seattle)

AlTi Global, Inc.; Seattle (WA); On-site; USD 38,000 - 53,000; Part time

Job summary

AlTi Global, Inc. is offering a 10-week Wealth Management Internship in Seattle for rising seniors pursuing Finance, Economics, Business, or Accounting degrees.

The role provides hands-on exposure to client advisory services, investment platforms, and governance frameworks within a global wealth management setting. You will rotate through Investment Management, Trust & Estate Planning, Family Office Services, Marketing, and Operations, delivering practical assignments and a capstone client case

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).
• 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 and governance structures.

Skills

Analytical skills

Attention to detail

Written and verbal communication

Education

Finance/Economics/Business/Accounting degree (rising senior)

Tools

Addepar

Salesforce

Portfolio Rebalancing

Monte Carlo modeling

Job description

AlTi Global, Inc. is offering a 10-week Wealth Management Internship in Seattle for rising seniors pursuing Finance, Economics, Business, or Accounting degrees.

The role provides hands-on exposure to client advisory services, investment platforms, and governance frameworks within a global wealth management setting. You will rotate through Investment Management, Trust & Estate Planning, Family Office Services, Marketing, and Operations, delivering practical assignments and a capstone client case