NFP companies, Wealthspire and Lenox Advisors, are hiring interns for summer 2025.
Wealthspire Advisors
Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. They have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations.
Wealthspire is hiring Wealth Management interns for summer 2025.
Locations: Seattle, WA; San Rafeal/San Francisco; Madison, WI; Milwaukee, WI; Delafield, WI; West Hartford, CT; 521 Fifth Avenue, NY; Reston, MD; Potomac, MD; Fulton, MD; Annapolis, MD; Salisbury, MD; PBG, FL; Melville, NY
Internship Description
The 10-week Summer Intern Program is designed to provide students a challenging, meaningful, and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following a two-week training, interns are given day-to-day responsibilities and summerlong projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, and philanthropic and networking opportunities. Wealthspire is highly committed to the Summer Intern Program and considers it the primary pipeline for their Associate Program. This is a hybrid position with in-office flexibility a few days a week.
Roles/Responsibilities
- Assist with the development of client financial plans
- Participate in portfolio construction projects and client portfolio reviews
- Assist with the reconciliation and review of financial data
- Conduct investment research for clients or firm-wide initiatives
- Assist in the review and allocation of 529 college savings plans
- Research client issues as directed and present data
Qualifications
- Pursuing Bachelor’s Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP with a graduation date before June 2026
- Interest in financial planning and wealth management
- Continuously exhibits personal integrity and professional initiative
- Capacity to think critically and devise creative solutions
- Organized and detail oriented
- Excellent written and verbal communication skills
- Collaborative and able to work effectively with others
Benefits
- Practical experience with broad applications
- Shadowing, mentoring, and training opportunities with seasoned professionals
- Opportunity for full-time employment after graduation
- Competitive hourly rate throughout the internship
Lenox Advisors
Who We Are?
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Comany, they combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that’s truly unique.
Lenox Advisors is hiring summer 2025 interns for the following roles:
- Marketing
- Human Resources
- Data Analyst
- New Business & Advanced Sales
Marketing
Location: New York City, NY
Internship Description
The Marketing team is comprised of smart, collaborative people who think big, execute quickly, and don’t take themselves too seriously. As the Marketing intern—you’ll get exposure to a variety of roles and responsibilities; from helping to manage digital platforms, assisting with event planning, developing and crafting content, and much more.
Roles/Responsibilities
- Collaborate and Assist:Work closely with the marketing team to develop and implement marketing initiatives and campaigns
- Support Client Communications: Customize and review quality for client-facing materials such as presentations, emails, and brochures
- Organize Events:Contribute to team efforts in organizing promotional events
- Execute Communications:Assist in executing communications through internal and external platforms
Qualifications
- Rising senior of a four-year university preferred
- Demonstrated leadership experience in college, community, internship, etc.
- Highly Collaborative: Ability to work well in a team environment and take initiative as a self-starter
- Effective Communicator:Possess strong writing and communication skills
- Strong Organizational Skills:Demonstrate strong project management, problem-solving, and time-management skills
- Proficiency in Microsoft Office:Skilled in Word, Excel, PowerPoint, and Outlook
Benefits
- Project Ownership:Take charge of projects from inception to execution
- Small Collaborative Team:Work in a team-oriented culture that values collaboration
- Exposure to Various Roles:Gain exposure to a variety of marketing roles and activities, including digital platform management, event planning, and content development.
Human Resources
Location: New York City, New York
Internship Description
Lenox is committed to fostering a people-centric workplace that helps you learn and grow as you prepare for life after college. The Human Resource intern will spend 8 weeks aiding with and facilitating the Human Resources processes across all Lenox offices (NY, CT, IL, CA, MA). The Human Resource intern will work on meaningful projects supporting initiatives that are designed to provide exposure to different functions of HR with hands-on experience. The HR intern will be onsite Monday through Thursday at the NYC office location and fully remote on Friday.
Roles/Responsibilities
- Conduct internal audits using large data sets
- Runs re-occurring reporting and metrics. Analyzes data to create summary reports and presentations
- Maintains Human Resources Intranet page and prepares communications to post
- Reviews requests for the employee recognition program and creates nominee certificates
- Provides input for employee engagement opportunities and assists in development of onsite engagement activities
- Gain knowledge of and support onboarding and offboarding processes
- Participate in annual review of job descriptions
- Helps in development of Human Resources dashboards utilizing Smartsheet and PowerBI
- Assist with I-9 transition from paper to electronic documentation. Opportunity to learn I-9 compliance and retention best practice
- Performs other related duties as assigned
Qualifications
- Rising senior of a four-year university preferred
- Demonstrated leadership experience in college, community, internship, etc.
- Excellent verbal and written communication skills
- Client service mentality
- Attention to detail
- Positive attitude and team player
- High level of integrity and strict adherence to protecting confidential information
- Good organizational and planning skills
- Ability to manage time effectively
- Ability to effectively utilize Microsoft Word, Excel, and PowerPoint
Data Analyst
Location: New York City, New York
Internship Description
Lenox is committed to fostering a people-centric workplace that helps you learn and grow as you prepare for life after college. The Business & Strategic Solutions intern will spend 8 weeks assisting with a wide range of data projects across the organization. This is a cross-functional role and will give the intern a wide variety of opportunities to work with employees from multiple departments. The data analyst role will be doing significant work leveraging Microsoft Excel, Power BI, and other Microsoft tools.
Roles/Responsibilities
- Process Improvement & Support
- Assist with extraction, aggregation, and merging of data
- Help to organize and formalize datasets across multiple departments
- Work with Data Analyst to document and formalize data curriculum
- Assists with the analysis and recommendation of data processes improvements
- Data Analysis
- Assist in analyzing data and preparing reports using Excel or other tools
- Conduct basic research on industry trends, competitors, and best practices
- Support subject matter expert with documentation on data best practices
- Assist with building the automation of data clean-up tasks leveraging Power BI
- Administrative Support
- Help schedule and coordinate meetings, prepare agendas, and take minutes
- Assist with general administrative tasks
- Communication and Collaboration
- Collaborate with team members to ensure smooth communication and workflow
- Assist in preparing internal communications and announcements
- Assist with maintenance of Department Intranet Page
Qualifications
- Rising senior of a four-year university preferred
- Demonstrated leadership experience in college, community, internship, etc.
- Excellent verbal and written communication skills
- Strong analytical and data interpretation skills
- Strong client service
- Extremely detail oriented
- Positive attitude and team player
- High level of integrity and strict adherence to protecting confidential information
- Good organizational and planning skills
- Experience with Power BI, Tableau, Microstrategy, or other data analytics tools
- Advanced Microsoft Excel skills
New Business & Advanced Sales
Location: New York City, New York
Internship Description
Lenox is committed to fostering a people-centric workplace that helps you learn and grow as you prepare for life after college. The New Business & Advanced Sales intern will spend 8 weeks supporting in various administrative and project-based assignments, that are designed in providing essential business insights and hands-on experience. This is a hybrid position with in-office flexibility a few days a week during the summer of 2025.
Roles/Responsibilities
- Process Support
- Collaborate with subject matter experts to understand operational processes
- Aid in executing routine operational tasks
- Identify opportunities for process improvement and suggest ideas to enhance efficiency
- Research and Analysis
- Conduct basic research on industry trends, competitors, and best practices
- Assist in analyzing data and preparing reports using Excel or other tools
- Support subject matter experts in gathering information for decision making
- Administrative Support
- Help schedule and coordinate meetings, including preparing agendas and taking minutes
- Assist with general administrative tasks such as organizing and maintaining team documentation and files
- Training and Onboarding Assistance
- Collaborate with subject matter experts to support training initiatives
- Assist in preparing training materials and resources
- Help with research and outlining potential training formats such as pre-recorded and podcasting
- Communication and Collaboration
- Collaborate with team members to ensure smooth communication and workflow
- Assist in preparing internal communications and announcements
- Miscellaneous: Support the operational team in preparing and conducting in-person and virtual team-building exercises
Qualifications
- Rising senior of a four-year university preferred
- Demonstrated leadership experience in college, community, internship, etc.
- Excellent verbal and written communication skills
- Client service mentality
- Attention to detail
- Positive attitude and team player
- High level of integrity and strict adherence to protecting confidential information
- Good organizational and planning skills
- Ability to manage time effectively
- Ability to effectively utilize Microsoft Word, Excel, and PowerPoint
Interested students should apply by Sunday, December 15, 2024. Applications will be reviewed on a first come, first served basis.
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