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Create a “Blitz” Marketing Campaign for Private Wealth Management Company

Program Synopsis

About the Job & Role:

WealthBridge Financial is small business that aims to help CPAs, Real Estate Professionals, and Medical Professionals with their wealth management and retirement strategy. If you’re interested in the world of finance, this opportunity is for you! Throughout this program, you’ll be working directly with Peter Lichtenberg, a private wealth manager with over 30 years of experience. His hope is to leverage you and your team to build out a “blitz-style” marketing campaign to aid with brand recognition and customer adoption. After learning about the businesses core offerings, Peter expects that you’ll be able to assemble a strategic marketing plan, including target audience profiles and a marketing strategy so you can begin to test out the best ways for WealthBridge to acquire new customers.

Your internship challenge?
Create a “Blitz” Marketing Campaign for Private Wealth Management Company

How it Works:

By September 30th – Apply to Participate: Express your interest in this internship program by proposing a Solution to this Case Challenge: Conduct a Private Wealth Target Audience Assessment

By October 6th – Students Admitted

October 12th – November 22nd – Work on an Intern Team, Learn, Get Paid, and Compete for Full-Time Opportunities

During the WealthBridge internship program you will:
-Develop a Target Audience Overview
-Gather Intel & Feedback from Suggested Target Audience
-Develop Go-To-Market Strategy for your Target Audience

Participants will receive a $300 stipend on completion of the program.

Please apply to participate using this link:

Once you apply, please complete this Case Assessment to be considered for this opportunity:


Questions? Connect with Chakshu Mittal, Program Manager at CapSource via
[email protected]

Program Details

CompanyWealthBridge Financial Group
Engagement FormatCollaboration
Commitment LevelPart-Time
Opportunity TypePaid
Compensation$300 to complete the program
Hiring Potentials
  • Formal Internship
  • Entry Level Full-Time
Duration5.9 Weeks (10/12/2021 - 11/22/2021)
Number of Student Teams Needed1
Number of Interns per Team3

Industry Mentors


Peter Lichtenberg 

[email protected]

Relevant Topics

Account Management


Reporting, Financial Planning & Analysis

Sales & Business Development

Program Timeline

  • September 8, 2021 - Applications Open!

    Candidates can begin applying for the Fall internship program!

  • September 30, 2021 - Deadline to Complete Case Assessment

  • October 5, 2021 - Program Kickoff

    Intern Program Kickoff – Let’s kick off the project and ensure alignment on timeline, milestones, goals, and objectives

    Meeting Link/Time: TBA

  • October 6, 2021 - Participants Finalized

  • November 22, 2021 - Program End Date

    Intern Program Conclusion – Final presentations and deliverables due!

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