Financial Services Data Intern

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

Summary:

The Financial Services Data Intern will support the Financial Services Data Strategy team through hands-on, internship-level work focused on data quality, reporting support, documentation, and operational assistance. This role is designed to provide exposure to how data supports business operations across Wealth Management, Retirement Plan Services, and Executive Benefits, while prioritizing practical learning and execution over strategic ownership.

This role will work closely with team members to learn core business processes, validate and analyze data, assist with documentation of data models and integrations, and support a variety of operational and project-based initiatives across the Financial Services organization.

Essential Duties and Responsibilities:

• Support data quality efforts by validating, reviewing, and reconciling data for accuracy, completeness, and consistency across systems.
• Assist with reporting tasks, including data preparation, basic analysis, and summarizing findings for internal use.
• Help document data models, automation workflows, and system integrations to support long-term team knowledge and scalability.
• Conduct data-related research to support ongoing projects, enhancements, or process improvements.
• Participate in data migration, cleanup, or inventory efforts as needed to support broader team initiatives.
• Assist with operational and project management tasks, such as organizing documentation, maintaining project inventories, and supporting ad-hoc requests.
• Collaborate with teams across Wealth, Retirement, and Executive Benefits to gain exposure to how data supports different areas of Financial Services.
• Support general business needs, including assisting with internal events, meetings, and other administrative or logistical tasks as assigned.
• Participate in team meetings and learning opportunities to build understanding of financial services operations and data usage.

Qualifications, Skills and Requirements:

• Strong interest in data analytics, business operations, digital transformation, or financial services
• Excellent written and verbal communication skills.
• Analytical mindset with sharp attention to detail and accuracy.
• Proficiency with Microsoft Suite required
• Ability to manage multiple tasks and meet deadlines in a fast-paced, professional environment.
• A self-starter who’s eager to learn, ask questions, and contribute to a collaborative team culture.
• Comfortable performing both analytical work and routine operational tasks as part of an internship experience.

Education, Training and Experience:

• Currently enrolled at an accredited university.
• Preferred majors: Finance, Economics, Accounting, Business Administration, Information Systems, or Data Analytics.
• Coursework or experience in data analysis is beneficial but not required.

The typical base pay range for this role nationwide is $19 per hour.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked .

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!