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Create a “Blitz” Marketing Campaign for Private Wealth Management Company
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Internship Program Synopsis
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.
VIP Info & Engagement Details
|Company||WealthBridge Financial Group|
|Compensation||$300 to complete the program|
|Duration||5.9 Weeks (10/12/2021 - 11/22/2021)|
|Number of Student Teams Needed||1|
|Number of Interns per Team||3|
Reporting, Financial Planning & Analysis
Sales & Business Development
September 8, 2021 - Applications Open!
Candidates can begin applying for the Fall internship program!
September 30, 2021 - Deadline to Complete Case Assessment
Deadline to complete the Case Assessment: Private Wealth Target Audience Assessment
October 6, 2021 - Participants Finalized
October 12, 2021 - Program Kickoff
Intern Program Kickoff – Let’s kick off the project and ensure alignment on timeline, milestones, goals, and objectives
November 22, 2021 - Program End Date
Intern Program Conclusion – Final presentations and deliverables due!