Wealth Management Internship, Summer 2027 -New York (10 Weeks)

Application Deadline

09/21/2026

Address

151 W 42nd Street

Job Family Group

Strategy & Change

Responsibilities

• Supports the management of the program/project, including developing program components, promoting the program, and ensuring execution of all program components.
• Participates in the design, development, implementation, and management of core program processes.
• Provides input to program strategy by analyzing current operations and challenges, researching best practices, and understanding industry trends.
• Provides support for the investigation, analysis, and documentation of program risks.
• Analyzes data and information to provide program insights and recommendations.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports).
• Communicates and reinforces program principles, strategies, processes, and standards in all operational activities.
• Gathers and formats data into regular and ad-hoc reports and dashboards.
• Supports the execution of strategic initiatives, including tracking metrics and milestones.
• Supports change management of varying scope and type; tasks typically focus on execution and sustainment activities.
• Supports development of tailored messaging, which may include writing, editing, and distributing communications.
• Tracks exception requests and corresponding approvals.
• Completes complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Applies the Risk Management Framework in the execution of your role, in line with risk culture and within approved risk appetite—making sound, risk-informed decisions that align with business strategy, protect assets, and adhere to applicable frameworks, policies, standards, procedures, supporting documents, laws, and regulations.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field of study is desirable, or an equivalent combination of education and experience.
• Specialized knowledge.
• Verbal and written communication skills (good).
• Organization skills (good).
• Collaboration and team skills (good).
• Analytical and problem-solving skills (good).

Salary

$50,000.00 - $100,000.00

Pay Type

Salaried

The above represents BMO Financial Group’s pay range and type. Salaries may vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, and other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.