Wealth Management Digital Client and Partner Experience Intern
Core
Intern role supporting Wealth Management teams in delivering digital client and partner experiences through data analysis, user story development, and competitive research.
Role type
Intern, Digital Client and Partner Experience
Builds
Digital client and partner experience initiatives for Wealth Management clients
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Data analysis, Data visualization, User story development, Competitive research, Analytical thinking, Problem-solving
Preferred skills
Knowledge of Product Management, UX Design, Data Science, Statistics, Analytics, Data Platforms
Technologies
Data platforms
Responsibilities
Research and use competitive insights to create capability maps, Develop and review user stories, Perform data analysis and visualization on large datasets, Compile and present findings and recommendations, Run and analyze reports, Support Wealth Management teams in various projects