Marketing and Operations Intern

Salary Range
: $18.00-$22.00 per hour, depending on experience, qualifications, and work location.

• Paid sick leave depending on location.
• Not eligible for employer-sponsored health benefits.

The Marketing & Operations Intern will gain hands-on experience supporting both the firm's marketing strategy and day-to-day business operations. This role is ideal for a detail-oriented student interested in marketing analytics, business operations, and client service within a regulated financial services environment.

The intern will evaluate inbound marketing leads, analyze campaign performance and user engagement, and recommend improvements to marketing efforts. They will also assist with operational and administrative projects that support client service, internal workflows, and overall business efficiency. This internship provides meaningful exposure to how a growing SEC Registered Investment Adviser attracts new clients while delivering exceptional service to existing ones.

• Assist the Marketing team with day-to-day marketing tasks and initiatives.
• Review and screen inbound website form submissions to assess lead quality and intent.
• Escalate high-potential inquiries to appropriate internal team members in a timely manner.
• Analyze lower-intent or non-qualified submissions to determine what prompted users to click through and submit forms.
• Track patterns and trends related to traffic sources, messaging, and user behavior.
• Collaborate with the marketing team to recommend and implement improvements to existing campaigns based on data and observed trends.
• Develop a short project, report, or presentation summarizing observations, trends, and recommended campaign improvements.
• Participate in regular check-ins focused on learning objectives, feedback, and professional development.
• Perform other marketing-related responsibilities as assigned.

• Provide general administrative support to departments, advisors and team members.
• Assist with client onboarding activities and ongoing client service requests.
• Maintain and organize electronic records in accordance with firm policies and compliance requirements.
• Assist with internal reporting, data entry, and documentation updates.
• Monitor operational workflows and recommend process improvements to increase efficiency.
• Support special projects across departments as assigned.

• Currently pursuing a degree in Marketing, Finance, Communications, Business, Analytics, or related field.
• Solid analytical and critical-thinking skills with attention to detail.
• Clear written and verbal communication skills.
• Strong organizational and time-management skills with the ability to manage multiple priorities while maintaining excellent client service.
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Proficiency with Microsoft Office products such as Word, Excel, and Outlook is required.
• Ability to work in a team-based environment, proactively covering and sharing task responsibilities with other team members.
• Self-motivated with initiative, creativity, and a willingness to improve processes.
• Ability to work independently while recognizing when to seek guidance or clarification.
• Possess a high level of professionalism, confidentiality, discretion, and judgment.
• Desire/ability to work successfully in a small company environment.

Northwest Asset Management is committed to providing meaningful internship experiences that help students develop practical business skills while contributing to the success of our team. We encourage curious, motivated, and collaborative individuals to apply.