Wealth Management & Product Insights Intern

00015 Ameriprise Financial Services, LLC.; Minneapolis (MN); Hybrid; USD 39,000 - 43,000; Full time

Job summary

Ameriprise Financial Services, LLC. offers an Internship Program designed for current juniors pursuing finance, business, or analytics degrees. You will work on real projects within Advice & Wealth Management, creating dashboards, reports, and insights to support strategic decisions.

The program emphasizes leadership development, cross-functional collaboration, and exposure to senior leaders through events like ELT Speaker Series, with flexibility for in-office and some remote work as needed.

Qualifications

• Current junior pursuing a bachelor’s degree in Finance, Business Management, Business Analytics, Economics, or a related field.
• Expected graduation date between December 2027 and Spring 2028.
• Demonstrated leadership experience through academic, professional, athletic, volunteer, or extracurricular activities.

Responsibilities

• Identifying opportunities to improve existing processes and recommending solutions that enhance efficiency, effectiveness, and the overall stakeholder experience.
• Developing, maintaining, and delivering business reporting, dashboards, and analytical insights to support decision-making.
• Tracking project milestones, risks, and issues, and partnering with stakeholders to facilitate timely resolution.
• Conducting market and competitive research and presenting findings and recommendations to business leaders.
• Supporting the development and enhancement of internal reporting capabilities through data analysis, documentation, and process improvements.
• Evaluating client- and advisor-facing programs by analyzing performance metrics, assessing effectiveness, and identifying opportunities for optimization.
• Assisting with annual product due diligence activities, including researching platform offerings, validating adherence to established standards, and preparing materials for product committee review and approval.
• Collaborating with cross-functional partners to gather requirements, analyze business challenges, and support strategic initiatives.
• Preparing presentations, executive summaries, and recommendations for leadership audiences.
• Participating in special projects that provide exposure to business strategy, operations, analytics, product management, and organizational planning.

Skills

Leadership experience

Communication skills

Time management

Microsoft Office

Analytical mindset

Education

Pursuing bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Word

Outlook

Job description

Ameriprise Financial Services, LLC. offers an Internship Program designed for current juniors pursuing finance, business, or analytics degrees. You will work on real projects within Advice & Wealth Management, creating dashboards, reports, and insights to support strategic decisions.

The program emphasizes leadership development, cross-functional collaboration, and exposure to senior leaders through events like ELT Speaker Series, with flexibility for in-office and some remote work as needed.