Marketing Intern

EP Wealth Advisors, LLC ("EPWA") is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. About the Role EP Wealth Advisors is seeking a motivated and curious Summer Intern to support our Client Marketing team.

This internship is designed for a marketing student who wants to understand how real marketing programs are built, executed, and measured across multiple channels. The role offers hands-on exposure to campaign development, multi-channel marketing tactics, and the operational side of execution within a professional services firm. This is not a social media or content development internship. It is an opportunity to learn the fundamentals of campaign management, workflow coordination, and marketing execution in a regulated industry.

What You'll Work On The intern will be assigned a focused summer project aligned with their strengths and interests. Examples may include:
• Supporting development and execution of multi-channel campaigns (email, webinar, event, digital)
• Assisting with campaign calendar management and project tracking
• Helping coordinate webinar or event promotion workflows
• Conducting industry benchmarking research
• Assisting with campaign performance tracking and reporting
• Supporting CRM data organization and segmentation projects You will gain visibility into how marketing programs move from strategy to execution. What We're Looking For
• Currently pursuing a degree in Marketing, Business or a related field
• Strong communication and organizational skills
• Interest in learning how multi-channel campaigns are structured and measured
• Basic understanding of marketing principles (campaigns, targeting, positioning)
• Comfort with spreadsheets and digital tools
• Curiosity about financial services or wealth management a plus What You'll Gain
• Exposure to the details of marketing program execution
• A defined project you can point to as tangible experience
• Experience working in a regulated, professional environment
• Mentorship and structured feedback
• A clearer understanding of how campaigns and programs operate in the real world

* Currently enrolled in a BA/BS program; preference given to rising juniors and seniors

* Excellent written and verbal communication skills

* Strong client‑service orientation and interpersonal skills

* Ability to maintain strict confidentiality and handle sensitive information appropriately

* High level of accuracy and strong attention to detail

* Ability to manage multiple responsibilities and meet competing deadlines

* Professional demeanor and strong sense of accountability