Retirement Operations Intern

Summary: 

The Retirement Operations Intern offers a hands-on learning experience at the intersection of retirement plan consulting, data analytics, and financial technology. This internship is ideal for a student who is curious about the retirement industry and eager to learn how data, technology, and client service intersect to deliver value to financial advisors, plan sponsors and participants. 

Essential Duties and Responsibilities: 

• During the internship, you will work closely with the Retirement Operations teams to: 
• Learn and explore the Salesforce CRM platform, including understanding how it supports client, plan, and advisor workflows across the national Retirement Services business. 
• Perform data analysis and clean-up tasks, ensuring data accuracy, completeness, and consistency across key lead, opportunities, account, and plan, fields. 
• Support ongoing initiatives to standardize data structures and improve reporting quality for business intelligence dashboards and operational insights. 
• Partner with internal teams to document data processes and field definitions, supporting future training and adoption. 
• Participate in team meetings, training sessions, and project updates to gain exposure to the inner workings of a leading national retirement advisory firm. 
• Contribute to special projects such as CRM automation testing, advisor data validation, or plan segmentation analysis. 

Qualifications, Skills and Requirements: 

• Strong attention to detail and analytical mindset. 
• Proficiency with Microsoft Office suite including Excel, Word and Teams. Experience with Salesforce is a plus, but training will be provided. 
• Excellent written and verbal communication skills. 
• Ability to work independently and collaboratively in a fast-paced environment.  

Education, Training and Experience: 

• Pursuing a bachelor’s degree in finance, Business Analytics, Information Systems, Economics, or related fields.