Business & Operations Intern

Job description Who you are We're looking for curious, motivated individuals who want to learn and contribute in a fast-paced, collaborative environment The ideal candidate is proactive, detail-oriented, and comfortable working across teams You have a strong sense of ownership, take initiative, and are interested in fintech and improving how people save and plan for their future We're especially excited about candidates interested in emerging technologies, including AI, who can identify opportunities to improve workflows and drive more efficient ways of working Rising or current seniors, or recent graduates (including boot camps or similar programs) Based in or able to work in a hybrid capacity in New York City, Austin, or King of Prussia Available for the full 10-week program (June 8 to August 10, 2026) Clear written and verbal communication skills Strong attention to detail and organizational ability Analytical thinking and problem-solving mindset Ability to manage multiple tasks and priorities simultaneously Collaborative, team-oriented, and proactive working style Proficiency with Microsoft Office Suite or Google Workspace Professional demeanor and coachable attitude Experience with CRM platforms (e.g. Salesforce, HubSpot) Familiarity with project management tools (e.g. Asana, Jira, Notion, Monday.com) Exposure to AI tools or workflow automation platforms (e.g. Claude Cowork) Prior internship, work, or relevant project experience Knowledge of financial services, fintech, or retirement industry concepts Candidates on F-1 or must have valid work authorization that allows for full-time internship participation, such as CPT, OPT, or authorization through a designated sponsor (e.g., Cultural Vistas, InterExchange, Intrax, or similar programs) Employment is contingent upon verification of work authorization and completion of any applicable background checks in accordance with company policies and applicable law. Candidates requiring visa-based work authorization must provide complete and verifiable documentation confirming eligibility to work in the United States for the full duration of the program (June 8 to August 10, 2026) prior to receiving an offer or beginning employment What the job involves Through the program, you'll gain exposure across the business and contribute to work that drives real impact Support day-to-day team operations and contribute to active projects from day one Assist with data entry, analysis, reporting, and documentation across team workflows Contribute to AI workflow, process automation, or operational improvement initiatives (varies by team) Communicate clearly with internal stakeholders and, where applicable, external partners or clients Participate in weekly team meetings, recurring 1:1s with your manager, and cross-functional check-ins Document work, maintain internal resources, and contribute to team knowledge bases Process documentation, workflow mapping, and operational improvement initiatives Data analysis, reporting, and sales or billing operations support AI-assisted workflow and automation projects (select teams) Client and partner-facing relationship management support (select teams) Compliance, amendment, and documentation projects (select teams) The application process Please note, we will no longer be accepting applications to our 2026 Summer Internship Program after May 11, 2026 Benefits Competitive health coverage A dedicated Employee Wellbeing Committee Generous vacation, safe/sick time, and leave policies Strong focus on learning & development Hybrid work environment A great 401(k) plan! Keywords maintenance-repair-and-operations-mro fintech google-workspace workspace candidate-relationship-management crm customer-relationship-management-crm salesforce hubspot project-management asana jira notion monday artificial-intelligence workflow automated-workflow workflow-automation claude-by-anthropic internships financial-services time-and-attendance current-procedural-terminology-cpt optional-practical-training-opt background-investigations background-checks policies-and-practices laws-and-regulations testing-and-analysis reporting-and-disclosure adaptive-project-management-and-reporting youth-organizations-resources data-analytics billing-and-invoicing invoicing compliance environment-health-and-safety-hsse training-and-development hybrid-workplace ecology-environment greenhouse