Position Details

Type Internship

Experience intern

Exp. Years Not specified

Education Not specified

Category Marketing & Digital Marketing

About this role

This internship offers students hands-on experience in marketing within the financial services sector, focusing on data management, campaign support, and automation.

Key Responsibilities

Support Salesforce and AMP data integrity
Customize templates in Canva
Assist with campaign and event creation
Contribute to marketing automation workflows
Support data segmentation and analysis

Technical Overview

The role involves working with Salesforce, AMP, Canva, and marketing automation tools to support advisor marketing strategies and campaigns.

Ideal Candidate

The ideal candidate is a motivated marketing intern with strong familiarity with Salesforce, Canva, and marketing automation tools. They should have excellent communication skills, attention to detail, and a proactive approach to supporting marketing campaigns and data management within the financial services industry.

Must-Have Skills

SalesforceCanvaData integrityCampaign support

Nice-to-Have Skills

Marketing automationEvent coordinationData segmentationContent workflows

Tools & Platforms

SalesforceCanvaAMP

Required Skills

SalesforceAMPCanvaMarketing automationData segmentationCampaign creationEvent coordinationData integrity

Hard Skills

SalesforceAMPCanvaMarketing automationData segmentationCampaign creationEvent coordinationData integrity

Soft Skills

CommunicationTeamworkOrganizationAttention to detailProactive support

Industry & Role

Industry Financial Services / Wealth Management

Job Function Supporting marketing operations and data management for wealth management advisors

Keywords for Your Resume

Advisor Marketing InternSalesforceAMPCanvaMarketing automationData segmentationCampaign creationEvent coordinationContent workflowsData integrityAdvisor Marketing

Deal Breakers

Lack of experience with Salesforce or Canva, Poor communication skills, Inability to work remotely

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