Digital Strategy Intern

Are you a college student interested in the world of finance, investing, and client service? Join Perigon for a dynamic paid summer internship that offers real-world exposure to the fast-paced and rewarding field of wealth management.

Our internship is designed to provide hands-on experience across departments, equipping you with the skills, knowledge, and professional network to launch your career in financial services.

Perigon Wealth Management is an independent RIA founded and led by lifelong advisors. With approximately $12.1 billion in AUM, we serve clients nationwide by combining the depth of a larger firm with the feel of a boutique, while supporting advisors who want to grow without giving up independence.

Duration: 10 weeks starting June 7th, 2027

Compensation:
Paid

Schedule:

Up to 30 Hours per Week

Location:

Remote

The Digital Strategy Intern will support the firm’s growth initiatives, working directly with the Digital Strategy / engineering team. Core responsibilities include:

• Research and identify new and unique data sets that can be leveraged for targeted outreach campaigns, evaluating third‑party data providers, public data sources, and enrichment tools for relevance to the firm’s ideal client profiles
• Draft messaging for sequences, design and execute A/B tests on subject lines, copy, and calls to action, and iterate on messaging based on performance data
• Build and improve reporting dashboards to track campaign performance across outreach channels, analyze tool usage and adoption patterns across existing workflows, and develop data visualizations
• Support the engineering team in measuring the effectiveness of growth automation tools and identifying opportunities to optimize workflows
• Document findings and present recommendations to the Digital Strategy team

• Comprehensive Onboarding:

  Start the summer with a deep dive into Perigon’s mission, values, business, and commitment to serving clients. You’ll learn how the pieces of a wealth management firm fit together and how each team contributes to the client’s experience.

• Department Rotations:

  Go beyond the textbook and explore the teams that make a wealth management firm successful. Gain exposure to:
  Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development

• Capstone Project:

  Put your skills into action by completing a meaningful capstone project over the final 8 weeks. You’ll research a business opportunity or challenge, develop thoughtful recommendations, and present your findings to firm leadership—giving you experience that mirrors the work of professionals in the industry.

• Mentorship & Networking:

  Build relationships with mentors and professionals across Perigon. You’ll have opportunities to ask questions, learn from different career paths, and connect with team members at all levels of the organization.

• Currently enrolled in a college or university (Finance, Business, Economics, or related majors preferred)
• Must be a junior, senior, or postgraduate
• GPA Requirement: 3.0
• Strong interest in wealth management and financial planning
• Eager to learn, collaborate, and take initiative
• Engineering, data and AI
• Excellent communication and analytical skills

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The…