Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. CTWM has been voted on of Connecticut’s Best Places to Work.

Our Financial Advisors offer personalized strategies designed so each client can identify, plan, and work toward their unique financial goals. Our clients are at the epicenter of everything we do – they are the reason we love our jobs, the motivating factor behind every decision we make, and the sole reason we are in business.

We are committed to turning life’s aspirations into reality for our clients and team.

Position

Connecticut Wealth Management is seeking a highly capable individual to serve as our Marketing & Operations Intern. In this role, you will have the opportunity to collaborate with multiple teams, including Marketing, Operations, and leadership, offering a holistic view of how marketing and operations support the firm’s growth and client service. This is an in-office role only.

Responsibilities may include:

• Assistance in developing social media content (posts, videos, graphics, etc.) 
• Monitoring of engagement from audience and engage as appropriate, flagging when there is an immediate need to be addressed. 
• Assistance with updating the website inclusive of images/text, content and user experience, as needed 
• Repurposing content from media segments 
• Assistance with events (internal/external/team), prior, during, after 
• Some local travel may be required. 
• Research into new opportunities –digital business cards, new event management tool, connectivity between website and CRM, etc.  
• Assistance with sponsorship items – reviewing what marketing needs to do for selected sponsorship, outreach to vendor if unclear, sending over logos, etc. 
• Minor design tasks – social graphics, experience squares/inserts, other one-off tasks 
• Active participation in Marketing team meetings and calendar management.
• Copy edit marketing materials as needed for proper grammar, etc. 
• Assistance with seasonal projects (i.e., Client Appreciation Party preparation, swag shop, advisor events, golf tournaments). 
• Assistance with data entry and upkeep in CRM, documentation of processes.
  • Running reports and reviewing data for integrity issues
  • Analyzing data to identify trends and patterns
  • Making improvements to data collection and analysis processes

Qualifications:

• A desire for a career in business operations and/or marketing/communications fields.
• The candidate for this position must be detail-oriented and organized.
• The candidate must have the ability to work with a diverse team and possess strong communication skills – both written and verbal.
• The ideal candidate should have excellent Microsoft Office skills.
• A working knowledge of marketing tactics and best practices is helpful but not required.
• No prior experience in this field is expected, but a strong desire to learn is necessary.
• Familiarity with the following software/tools is a plus: Canva, Monday.com, CRM systems

Application Instructions:

• Submit a resume and cover letter that states why you are interested in this role and what you are hoping to gain from this internship. Resumes will not be accepted without a cover letter.
• Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions, as well as to help us get to know you.
• Please follow these exact instructions for your resume to be considered for this internship opportunity. 

To apply, please send your resume to Deborah Hopper at careers@ctwealthmgmt.com and Megan Cooney-Smith at mcooney@ctwealthmgmt.com.