Job Description

Position Summary

Elevation Point is seeking a highly motivated Summer Marketing Intern to join its Marketing & Communications team for a 10-week internship program. This is a hands-on opportunity to gain experience at a fast-growing wealth management firm while contributing to real marketing and communications initiatives. The intern will work closely with the Marketing & Communications team and collaborate with executives and colleagues across the organization, gaining exposure to corporate marketing, brand strategy, communications, digital marketing, events, partner firm marketing and business growth. This internship is designed around meaningful work and project ownership—not observation. The intern will have opportunities to develop content, conduct research, build presentations, support major firm initiatives and take ownership of defined projects from concept through execution.

Who We're Looking For

We're looking for someone who is intellectually curious, highly organized and eager to contribute. The strongest candidate will be an excellent writer and communicator who pays close attention to detail, learns quickly and is comfortable balancing multiple projects and priorities.

You don't need to arrive with deep wealth management experience. You do need to be interested in learning the business, asking thoughtful questions, taking initiative and following through.

We're especially interested in candidates who:

• Are excellent writers, editors and communicators

• Have strong attention to detail and take pride in producing polished, accurate work

• Can take an assignment, understand the objective and move it forward with appropriate

guidance

• Are resourceful and comfortable researching, finding answers and bringing forward ideas

or recommendations

• Can synthesize information and translate it into clear, compelling communications and

presentations

• Have strong PowerPoint skills and an eye for visual storytelling and presentation quality

• Are comfortable managing multiple projects and deadlines

• Are interested in social media, digital marketing and how brands build visibility,

credibility and engagement

• Have experience with or curiosity about AI and emerging marketing technologies

• Bring creativity and new ideas while remaining open to feedback

• Demonstrate professionalism, maturity and sound judgment

• Are genuinely interested in learning about wealth management, financial services and the

business of building and growing advisory firms

Education

Rising junior or senior pursuing a bachelor's degree in a relevant field, including:

• Marketing

• Communications

• Public Relations

• Journalism

• Business Administration

• Finance

• Economics

• Digital Media

• Other related fields

Preferred Skills & Qualifications

• Strong written and verbal communication skills

• Strong organizational and project management capabilities

• Proficiency with Microsoft Office, particularly PowerPoint, Word and Excel

• Familiarity with social media and digital marketing platforms

• Experience with Canva, Adobe Creative Suite or similar design tools is a plus

• Experience using AI tools for research, ideation, content development or productivity is a

plus

• Interest in financial services, wealth management, marketing or communications

• Ability to work both independently and collaboratively

• Ability to prioritize and adapt as business needs evolve

What You'll Work On

The intern will gain experience across multiple areas of marketing and communications. Specific

projects will vary based on business priorities and may include:

Brand & Corporate Marketing

• Support initiatives that strengthen and evolve the Elevation Point brand

• Assist with the development of presentations, marketing collateral and website content

• Help maintain consistency across brand materials and communications

• Research competitors, industry trends and emerging marketing practices

• Support firmwide campaigns and strategic corporate initiatives

Content & Communications

• Draft and edit social media, website, email and thought leadership content

• Support corporate and executive communications

• Assist with public relations and media initiatives

• Research topics, trends and opportunities relevant to Elevation Point and its audiences

• Help identify and develop stories that showcase Elevation Point, its people and its partner

firms

• Proofread and quality-check communications and marketing materials for accuracy,

consistency and brand alignment

Partner Firm Marketing

• Support marketing initiatives for Elevation Point's partner firms

• Assist with research and materials related to firm launches, growth initiatives and brand

development

• Help develop marketing resources, best practices and tools that can be leveraged across

the Elevation Point community

• Gain exposure to how independent advisory firms build their brands, communicate their

value and accelerate growth

Digital Marketing & Analytics

• Review website, social media and campaign performance

• Conduct SEO, AEO and digital visibility research

• Help identify opportunities to strengthen Elevation Point's digital presence and

discoverability

• Assist with marketing reporting and performance analysis

• Research evolving digital marketing trends and technologies

• Explore practical applications of AI across marketing and communications

Events & Advisor Programming

• Support the planning and execution of Elevation Point events, webinars and advisor

programming

• Assist with speaker and topic research, session development and briefing materials

• Draft attendee, speaker and partner communications

• Support presentations, event materials and run-of-show planning

• Coordinate defined deliverables with internal teams and external strategic partners

• Help analyze attendee engagement and feedback following programs

Marketing Operations & Special Projects

• Help manage marketing calendars, project plans and timelines

• Organize and maintain marketing resources and digital assets

• Coordinate with agencies, vendors and strategic partners on defined projects

• Assist with presentations and materials for senior leadership

• Conduct research and synthesize findings into actionable recommendations

• Take ownership of one or more defined projects from initial research and planning

through final execution

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