Business Process Optimization Intern

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

Business Process Optimization Intern

Our Corporate Office is seeking a Business Process Optimization Intern to join our team. This internship provides an exceptional opportunity for students to gain hands‑on experience in process mapping, analytics, dashboard building, auditing, and supporting business optics management. The intern will work closely with the BPO team to contribute to the development of a new SharePoint knowledge repository while supporting process improvement initiatives and operational analysis. Key takeaways from this role include strengthening analytical and problem‑solving skills, gaining exposure to tools such as Power BI and Visio, and building foundational experience in operations management and process optimization. This is a fully remote internship opportunity.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.

Primary Job Functions

Support the BusinessOptix platform and Process Optimization Activities

• Assist with process mapping activities using the Team’s BusinessOptix technology platform
• Assist with the structure, documentation, and testing of the Process Governance program, including reviewing standards, controls, and supporting materials.
• Contribute to analytical and operational support activities, such as dashboard support, audits, and basic process or data reviews.
• Serve as a backup support resource for the broader BPO team as needed

Contribute to Knowledge Management Projects

• Assist in building a new SharePoint knowledge repository for the newly formed knowledge management department
• Provide technical and analytical support to ensure accurate, organized, and scalable knowledge assets
• Help gather, structure, and input content that supports team learning and operational efficiency

Learning & Development Opportunities

• Hands‑on experience with enterprise process management and governance models.
• Exposure to process mapping, documentation, and optimization methodologies.
• Opportunities to shadow professionals in related roles such as Business Analysts, Data Analysts, and Process Management leads.

Education/Skill Requirements

• Preferably Pursuing bachelor’s degree in Operations Management, Industrial Engineering, Economics, Analytics, or a related field.
• Preferably students between their junior and senior years
• Well‑developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
• Detail oriented, highly organized and adaptable
• Ability to work independently, manage time effectively, and take initiative in a remote environment
• Analytical mindset with interest in understanding and improving how work gets done
• Open to work with diverse, global teams and different work styles
• Proficient with process mapping tools such as MS Visio
• Coursework experience related to process improvement, operations or analytics

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost‑of‑living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Intern level is $38,700.00 to $54,200.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well‑being, professional development, and work/life harmony. As an intern, you may participate in the following benefits & development opportunities:

• Training and professional development
• Wellness programs and resources
• Worker’s compensation – employer paid

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at .

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

Click the following link to view Federal and E‑Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.