Strategy Intern

Position:
Strategy Intern

Department:
Strategy Team

Reporting to:
Strategy Director

Location:

Topeka, KS - Onsite

Overview:

We are looking for a Strategy Intern to join our Strategy team! You will play a key role in supporting our strategic projects, advisor recognition initiatives, along with our Events and Tech Path team. This internship offers a dynamic mix of research, project coordination, campaign logistics, and creative collaboration for someone eager to learn and contribute in a fast-paced, people-focused environment.

If you are detail-oriented, proactive, and excited to contribute to a positive, results-driven culture, this is the perfect opportunity to gain practical experience and develop professionally within a supportive team!

What you'll do:

* Conduct research to support corporate initiatives, strategic projects, and industry analysis

* Partner with the Strategy Director to track and advance company goals owned by the Strategy team

* Assist in planning, executing, and maintaining advisor recognition programs, including Signature Status and Hall of Fame

* Prepare materials, assemble schedules, and maintain checklists for internal campaigns and programs

* Support shipping, receiving, and inventory management to ensure smooth program and campaign logistics

* Collaborate with the Corporate Marketing team on campaign planning, distribution, and tracking

* Participate in meetings, offering creative insights and ideas for campaigns, events, and recognition programs

* Organize, track, and report on advisor appreciation initiatives

* Support the recognition and celebration of advisor milestones and special achievements

* Provide assistance to other teams within the Strategy division, including Events and Tech Path, to ensure overall departmental success

* Assist with data entry, reporting, and updating internal project trackers or dashboards

* Perform additional administrative tasks, special projects, or department support duties as assigned

Experience you'll bring:

* Solid organizational, time management and problem-solving skills and the ability to work accurately and meet deadlines with frequent interruptions

* Consistently demonstrate the ability to successfully move into problem-solving mode whenever concerns arise

* Demonstrate qualities of the ultimate team player and consistently look to support teammates

* Ability to work independently and as a member of a team

* Strong knowledge with Microsoft Office Products (PowerPoint, Excel, Word) and the ability to learn other programs and systems as necessary

* Enthusiastic, dependable, and self-motivated

Bonus Points:

* Currently or previously enrolled in college-level courses involving marketing, business administration or event planning

What you'll get:

* Access to an on-site café & gym

* Continuous personal and professional development opportunities

* Recognition for hard work & exemplary performance

* Employee sponsored events…and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees.

We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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