2026 Summer Intern - Business & Operations

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.comVestwell’s Summer Non-Tech Internship ProgramNow in its fifth year, our Summer Internship Program is a 10-week experience (June 8 to August 10, 2026) offering hands-on exposure across teams including Finance, Conversion Operations, Document Compliance, Partner Success, Retirement Plan Services, Enterprise Relationship Management, Payroll Operations, and National Sales.Interns work on real projects alongside cross-functional teams, contributing through research, data analysis, and execution on key initiatives. Each intern is supported by a manager and mentor, with regular feedback and guidance. By the end of the program, interns are expected to contribute to a defined deliverable, operate independently within team workflows, and build a strong understanding of Vestwell’s business.Who Are We Looking For?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.Through the program, you’ll gain exposure across the business and contribute to work that drives real impact.What Will You Be Doing?Day-to-day Responsibilities May IncludeSupport day-to-day team operations and contribute to active projects from day oneAssist with data entry, analysis, reporting, and documentation across team workflowsContribute to AI workflow, process automation, or operational improvement initiatives (varies by team)Communicate clearly with internal stakeholders and, where applicable, external partners or clientsParticipate in weekly team meetings, recurring 1:1s with your manager, and cross-functional check-insDocument work, maintain internal resources, and contribute to team knowledge basesProcess documentation, workflow mapping, and operational improvement initiativesData analysis, reporting, and sales or billing operations supportAI-assisted workflow and automation projects (select teams)Client and partner-facing relationship management support (select teams)Compliance, amendment, and documentation projects (select teams)RequirementsThe NecessitiesRising 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 PrussiaAvailable for the full 10-week program (June 8 to August 10, 2026)Clear written and verbal communication skillsStrong attention to detail and organizational abilityAnalytical thinking and problem-solving mindsetAbility to manage multiple tasks and priorities simultaneouslyCollaborative, team-oriented, and proactive working styleProficiency with Microsoft Office Suite or Google WorkspaceProfessional demeanor and coachable attitudeThe ExtrasExperience 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 experienceKnowledge of financial services, fintech, or retirement industry conceptsProgram BenefitsCompetitive Pay: $35/hour up to 24 hours per weekCurated Learning & Development: Build key skills through tailored programming, including time management, presentations, and fintech fundamentalsVestwell Swag: Receive a personalized swag package to feel part of the team from day oneWeekly Meals & Snacks: Enjoy in-office breakfast and lunch options that keep the team connectedNetworking & Community: Participate in intern events and Employee Resource Group programmingPerformance Bonus: Earn a bonus based on your impact and overall program performancePortfolio-Ready Experience: Complete a final project that showcases your work and contributionsPath to Full-Time: Top performers may be invited to interview for future full-time opportunitiesWork Authorization and Visa SponsorshipApplicants must be legally authorized to work in the United States for the full duration of the internship without employer sponsorship now or in the future. This internship is in person at our offices in New York, NY; Austin, TX; or King of Prussia, PA. We do not sponsor visas for this position, and candidates who require sponsorship now or in the future will not be eligible for consideration.Candidates on F-1 or J-1 visas must have valid work authorization that allows for full-time internship participation, such as CPT, OPT, or J-1 Intern 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.Application WindowPlease note, we will no longer be accepting applications to our 2026 Summer Internship Program after May 11, 2026.Our BenefitsWe’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!OUR PROCESSIt starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.