Responsibilities

• Act as a member of a high-performance marketing team, responsible for nurturing, prospecting, and closing some of the most sophisticated wealth management buyers in the country
• Collaborate on the creation and deployment of content and collateral for marketing campaigns on LinkedIn and Google
• Participate in business development strategy and execution
• Analyze and improve existing processes, with opportunities to implement refinements that extend beyond the summer
• Assist with reporting, data management, forecasting, and formalization of business insights
• Collaborate with the team on marketing automation and email marketing strategies
• Participate in professional development courses, a group project and employee social and volunteer events
• Other duties as assigned

Requirements

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Marketing or related business degree
• Be proficient in Microsoft Office Applications
• A true team player who sets their ego aside and embraces feedback with a focus on continuous improvement.
• Confident and motivated learner, eager to grow and expand upon their professional skills and capabilities
• Understands that the value of this internship depends on the effort put in and is committed to consistently working hard throughout the summer to achieve success
• Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
• Interest in, or previous experience with, data and analytics
• Interest in, or previous experience with, design and content marketing
• Entrepreneurial experience or a strong entrepreneurial mindset
• Possesses a "no task is too small" attitude, willing to take on any task necessary to ensure the work is completed on time
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
• Identify with Cerity Partners’ mission and demonstrate our core values

Benefits

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.