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Private Wealth & Strategy Intern

Position Title: Private Wealth & Strategy Intern 

Supervisor: Jordan Grabowski, Co-Founder, Executive Chairman & Director of Private Wealth 

Location: [Boca Raton / hybrid / remote] 

Firm: Alpha Zero 

 

About Alpha Zero 

Alpha Zero is a fast-growing, modern Registered Investment Advisory (RIA) firm redefining what wealth management looks like for elite performers. We specialize in serving professional athletes, entertainers, and high-net-worth individuals across the sports and entertainment industries. Our approach blends fiduciary integrity, advanced investment strategies, private market access, and financial education—all tailored to the unique needs of world-class clients. 

 

Position Overview 

The Private Wealth & Strategy Intern will work directly under Jordan, Alpha Zero’s Co-Founder, Executive Chairman, and Director of Private Wealth. This role provides hands-on exposure to both executive-level strategic initiatives and the private wealth advisory process for sophisticated clientele. The intern will gain a unique perspective on leadership decision-making, high-net-worth client management, and the inner workings of a rapidly growing financial services firm. 

 

Key Responsibilities 

Strategic Support  

Assist with research and analysis to support Alpha Zero’s long-term vision, strategic direction, and business growth initiatives. 

Help prepare materials for potential partnerships, board-level discussions, and executive presentations. 

Track industry trends in sports, entertainment, and private wealth to inform firm strategy. 

Private Wealth Support  

Support client service initiatives, including the preparation of financial planning documents, reports, and presentations. 

Conduct background research on investment opportunities, market updates, and financial planning strategies. 

Assist with client relationship management tasks under Jordan’s guidance, ensuring discretion and professionalism. 

Operational & Administrative Support  

Help coordinate internal projects, meeting notes, and follow-up items. 

Maintain organized records, client data, and project tracking systems. 

Contribute to firm-wide initiatives promoting education, innovation, and client engagement. 

 

Desired Qualifications 

Currently pursuing a degree in Finance, Economics, Business, or a related field. 

Strong research, writing, and analytical skills. 

Interest in wealth management, private markets, or financial planning. 

Ability to handle sensitive client information with the highest level of discretion. 

Strong organizational skills with attention to detail. 

Self-motivated and eager to learn in a fast-paced, entrepreneurial environment. 

 

Internship Benefits 

Direct mentorship from Alpha Zero’s Executive Chairman and Director of Private Wealth. 

Exposure to strategic leadership decisions at a growing wealth management firm. 

Hands-on experience in private wealth management, with a focus on high-net-worth and specialized clientele. 

Networking opportunities across the sports, entertainment, and entrepreneurial industries. 

Opportunity to contribute meaningfully to both client-focused and firm-level projects.