Wealth & Investment Management Program

The Wealth & Investment Management businesses work together to help clients achieve financial peace of mind. Clients range from individuals planning for retirement, to high-net-worth families. As a program participant, you will gain real-world experience in the fields of investment management, financial analytics, project management, consulting, and more.

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What will you do?

Your responsibilities could include, but are not limited to:

·       Interacting with leaders at all levels of the organization including senior leaders, team members, individual contributors, and vendors

·       Providing customer service to clients and internal team members as needed and appropriate

·       Reviewing processes and workflows to make recommendations for process improvements

·       Bringing closure to issues, questions, and requests. Solving problems independently

·       Learning new systems, applications, processes and techniques

·       Leading or participating in projects or support activities which are moderate in size and organizational span

Is this opportunity right for you?

Program structure and desired qualifications include:

·       Summer internship for sophomores and juniors. Program length is 10 weeks.

·       Full-time program for recent college graduates within 18-months of graduation. Program length is 10 months.

·       Completion of coursework in Business, Economics, Finance and Accounting, Marketing, Communications, English or related field

What does my future look like?

Potential career path after completion of the program could include:    

Relationship Management

• • • Client Relationship Group (CRG)
    • The Private Bank (TPB)

Advisors Centers of Excellence (COEs)

• • • Advice and Planning
    • Banking, Lending and Trust
    • Investment Solutions

WIM Business Support

• • • WIM Advisor and Client Experience
    • WIM Chief Administrative Office (CAO) and Transformation

Where are the opportunities?

You will be placed in one of the following summer internship opportunities:

             ·       WIM Financial Advisor (sophomores and juniors)

             ·       Cross-WIM (juniors)

Full-time and internship opportunities are located in:

             ·       Charlotte, NC

             ·       Minneapolis, MN

             ·       St. Louis, MO

             ·       Selection locations nationwide

Helpful resources

Learn more about the Application Process

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