Financial Services Operations Intern

Posted 10 Days Ago
Be an Early Applicant
New York, NY
In-Office
27-27 Hourly
Internship
Fintech • Payments • Financial Services
The Role
As a Financial Services Operations Intern, you'll support financial advisors by managing project deliverables, tracking project progress, and assisting with client onboarding and marketing efforts.
Summary Generated by Built In

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026.

Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs.  

 

As you spend the summer with us, learning and growing, you’ll also spend time getting to know your fellow interns through social activities. With access to our Business Resource Networks – which includes the Black Employee Network, Young Professionals Network, PRIDE Network – you will increase your own sense of belonging and engage in important networking and development opportunities.

About the Role:

The Ameriprise Advisor Group (AAG) includes approximately 2,000 financial advisors and more than 800 operations partners across 170 branch offices in the U.S. AAG supports the practice of financial advisors who help clients plan to achieve their dreams and financial goals. We have dedicated leaders and operations partners focused on driving profitable growth in financial advisor practices.

Key Responsibilities:

Responsibilities vary depending on current rotation and assigned projects(s) and may include:  

  • Coordinate with leaders to create and manage project plans and deliverables for advisors and internal stakeholders 

  • Gather data to track progress versus goal on key projects and send follow up communications  

  • Partner with leaders to execute the branch marketing programs 

  • Client relationship management by establishing new clients with Ameriprise, including introduction to the digital experience, addressing client service requests, and assisting in preparation or follow-up to meetings 

Examples of past intern projects include:

  • Evaluate social media engagement results for the branch to create a proposal for improvement 

  • Assess new client onboarding approach across the branch to create a proposal for increased consistency 

  • Review client acquisition, marketing and event strategy and execution across the branch and collaborate with branch leaders to improve results 

  • Analyzing the advisor insights across their client base to identify opportunities within the book of business 

Required Qualifications:

  • Be a current Junior at a 4-year university pursuing a bachelor’s degree. 

  • Graduation date of December 2026 or May/June 2027. 

  • Available to join June 2026 for the full 10-week internship. 

Preferred Qualifications:

  • High degree of self-motivation with strong integrity and ethics. 

  • Proven organization skills and ability to manage time effectively. 

  • Excellent communication, interpersonal, and presentation skills. 

  • Ability to work and communicate collaboratively and constructively with others. 

  • Proficient with Microsoft Office Suite. 

The company does not offer corporate undergraduate internships for students with F-1 visas.

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The hourly rate for this role is $27 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Human Capital

Line of Business  

HR Human Resources

Top Skills

Microsoft Office Suite
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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets.

AREAS OF FOCUS
• Family Finances
• Retirement Planning Strategies
• Wealth Preservation Strategies
• Investment Management
• Retirement Plan Distribution
• Social Security Retirement Benefits
• Small Business
• Business Retirement Plans
• Tax Planning Strategies

CONNECT WITH US
Phone: 979-417-0563 | 512-873-2527

OFFICE LOCATIONS
8300 N MOPAC EXPY, Suite 100, Austin, TX 78759
107 THIS WAY, Suite A, Lake Jackson, TX 77566
1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792

Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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