2026 Summer Intern - Business & Operations at Vestwell · New York

Summary: Vestwell is a financial technology company based in New York City, focused on redefining how people save for critical life aspects. The Summer Internship Program offers hands-on exposure across various teams, where interns will contribute to real projects, engage in data analysis, and support operational improvement initiatives. Responsibilities: - Support day-to-day team operations and contribute to active projects from day one - Assist with data entry, analysis, reporting, and documentation across team workflows - Contribute to AI workflow, process automation, or operational improvement initiatives (varies by team) - Communicate clearly with internal stakeholders and, where applicable, external partners or clients - Participate in weekly team meetings, recurring 1:1s with your manager, and cross-functional check-ins - Document work, maintain internal resources, and contribute to team knowledge bases - Process documentation, workflow mapping, and operational improvement initiatives - Data analysis, reporting, and sales or billing operations support - AI-assisted workflow and automation projects (select teams) - Client and partner-facing relationship management support (select teams) - Compliance, amendment, and documentation projects (select teams) Required Qualifications: - Rising or current seniors, or recent graduates (including boot camps or similar programs) - Based in or able to work in a hybrid capacity in New York City, Austin, or King of Prussia - Available for the full 10-week program (June 8 to August 10, 2026) - Clear written and verbal communication skills - Strong attention to detail and organizational ability - Analytical thinking and problem-solving mindset - Ability to manage multiple tasks and priorities simultaneously - Collaborative, team-oriented, and proactive working style - Proficiency with Microsoft Office Suite or Google Workspace - Professional demeanor and coachable attitude Preferred Qualifications: - Experience with CRM platforms (e.g. Salesforce, HubSpot) - Familiarity with project management tools (e.g. Asana, Jira, Notion, Monday.com) - Exposure to AI tools or workflow automation platforms (e.g. Claude Cowork) - Prior internship, work, or relevant project experience - Knowledge of financial services, fintech, or retirement industry concepts Required Skills: Microsoft Office Suite, Google Workspace, CRM platforms, Project management tools, AI tools, Workflow automation platforms, Financial services knowledge, Fintech knowledge, Retirement industry knowledge, Clear written, Analytical thinking, manage multiple tasks, priorities, Proactive working style, Organizational ability, Collaborative working style, Professional demeanor, Coachable attitude Internship Start Date: Start in 2026 Summer Benefits: Curated Learning & Development: Build key skills through tailored programming, including time management, presentations, and fintech fundamentals, Vestwell Swag: Receive a personalized swag package to feel part of the team from day one, Weekly Meals & Snacks: Enjoy in-office breakfast and lunch options that keep the team connected, Networking & Community: Participate in intern events and Employee Resource Group programming, Performance Bonus: Earn a bonus based on your impact and overall program performance, Portfolio-Ready Experience: Complete a final project that showcases your work and contributions, Path to Full-Time: Top performers may be invited to interview for future full-time opportunities, Competitive health coverage, Generous vacation offering, Great 401(k) plan