Intern - Consumer Insights
Intern – Consumer Insights (Remote)
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a Consumer Insights Intern on the Marketing team, you’ll play a pivotal role by analyzing consumer behavior and trends to inform strategic decisions and enhance the customer experience.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Consumer Insights Intern role, we are seeking a candidate with proven analytical skills and a curiosity for understanding consumer behavior to help advance our efforts to develop customer-focused marketing and product strategies. If you are detail-oriented, collaborative, and passionate about research, this may be an opportunity for you!
Responsibilities:
- Support research initiatives that will inform gaps in understanding across our prospect and customer journeys and beyond
- Analyze data from primary and secondary data sources to gain an understanding of the current customer journey and identify gaps in knowledge
- Contribute to the development of customer journey maps across various stages of the customer lifecycle (e.g., awareness, consideration, onboarding, etc.)
- Identify pain points and opportunities for improvement across touchpoints
- Work with cross-functional teams to brainstorm solutions that address pain points
- Establish a framework for monitoring and measuring success of our customer journey maps
Requirements:
- Must be a Rising Sophomore/Junior
- Majors Desired: Marketing, User Experience Design, Psychology, Data Science, Business Administration, Economics
- Strong critical-thinking skills and ability to think strategically
- Excellent verbal and written communication skills
- Strong interpersonal skills; ability to work cross-functionally
- Familiarity with Excel and PowerPoint
- Prior experience in customer service, UX research, or marketing (internship or academic projects) is a plus
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.
1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.