Fall Intern

Triad Experience Team Intern

Is working with people you want to do life with important to you? It is to us, too. At Triad, our motto is simple: DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands.

If that excites you, we'd love to connect.

At Triad, every team member is a leader. Regardless of experience or job title, you'll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won't just follow established processes—you'll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you'll play a pivotal role in shaping the future of our industry.

The Experience Team Intern will support the planning, preparation, and execution of internal and external experiences by providing administrative, organizational, and logistical assistance to the Experience Team. This role is ideal for a detail-oriented, proactive individual who enjoys organization, creative projects, and behind-the-scenes event coordination.

This is an in-office internship and does not include travel to off-site experiences. The intern will play a critical role in ensuring every experience is well-prepared before the team arrives on site.

• Assist the Experience Team in planning and coordinating a variety of experiences, including:
• Leadership intensives
• Office visits
• Client dinners
• Team member celebrations
• Social gatherings
• Community events
• Support venue research and vendor outreach.
• Assist with gathering quotes, availability, and event details.
• Help prepare event timelines, checklists, and planning documents.

• Assemble gift bags, welcome bags, and swag packages for experiences.
• Organize, inventory, and prepare event materials for shipment or transport.
• Create and maintain packing lists and inventory spreadsheets.
• Assist with catering coordination for in-office events and leadership visits.
• Prepare meeting rooms and event spaces for internal experiences.

• Maintain organized spreadsheets and planning documents.
• Assist with data entry and event tracking.
• Organize office inventory and experience supplies.
• Manage incoming mail and package organization.
• Keep storage areas and event materials organized and labeled.
• Assist with miscellaneous administrative tasks that support the Experience Team.

• Collaborate with Experience Planners on special projects.
• Help ensure deadlines are met by preparing materials in advance.
• Contribute ideas to enhance guest and team experiences.
• Support a positive, organized, and service-focused team environment.

Qualifications

• Currently pursuing a degree in Event Management, Hospitality, Marketing, Business, Communications, or a related field.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Comfortable using Microsoft Office (Excel, Word, PowerPoint) and/or Google Workspace.
• Ability to manage multiple priorities and meet deadlines.
• Positive attitude with a willingness to learn.
• Self-motivated and dependable.
• Ability to lift and move event materials (up to 30 lbs. occasionally).

What you'll learn

As an Experience Team Intern, you'll gain hands-on experience in:

• Event planning and logistics
• Vendor coordination
• Project management
• Budget and inventory tracking
• Professional communication
• Experience design
• Cross-functional collaboration
• Administrative operations

This internship provides a behind-the-scenes look at how exceptional experiences are planned and executed from concept through preparation.