Wealthbridge Fall Internship
| Program Overview | ||
|---|---|---|
| Program Title | Wealthbridge Fall Internship | |
| Organization | CapSource | |
| Student Application Link | https://capsource.app/program/wealthbridge-fall-internship/rfp | |
| # of Students Enrolled |
2
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| # of Projects Running |
1 Project/s Added (of Expected)
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Program Timeline Project Duration |
Start Date: 10/12/21 End Date: 11/22/21 1 month |
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| Collaboration Overview | ||
|---|---|---|
| About Students |
Wealthbridge Financial Group Fall 2021 Virtual Internship Program
Student Level: Student Time Commitment: Full Time Team Structure: - |
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| Program Goals | ||
| Format Structure |
Single Project Single Team |
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| Format Title | Multiple Projects Multiple Teams | |
| Format Description | ||
| Benefits For Industry Partners | ||
| Project Modality | Fully Remote | |
| Industry Partner Requirements to Participate | ||
|---|---|---|
| Project Topics | Growth Strategy Marketing Reporting, Financial Planning & Analysis Research & Development Research & Development Sales & Business Development | |
| Target Industries | ||
| Skills & Expertise | ||
| Location Information & Preferences |
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| Sponsorship |
No Sponsorship Required |
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| Compensation |
Following compensation will be offered to the students:
Exactly $0.0 per hour |
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| Other Requirements | ||
| Expected Time Commitment For Project Managers | per week | |
| Key Program Dates | Due Date |
|---|---|
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Request for Proposal published
Collaboration request published. Industry Partners may express interest in participating.
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Jul 19 2021, 12:00.00 AM |
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Interview
Educators will begin interviewing interested Industry Partners to discuss project ideas.
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Jul 27 2021, 12:00.00 AM |
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Proposal Application Deadline
Final date for Industry Partners to express interest in participating.
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Sep 16 2021, 12:00.00 AM |
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Finalize Project Charter
Educators and Industry Partners finalize project charters, legal documents, and background materials.
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Sep 25 2021, 12:00.00 AM |
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Official Program Launch
We’ll find a time on this day for you to meet with the students to kick off your project.
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Oct 12 2021, 12:00.00 AM |
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Official Program End
We’ll find a time on this day for you to meet with the students to wrap up your project.
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Nov 22 2021, 12:00.00 AM |
Project Overview
| Project Details | |
|---|---|
| Project Title | Create A “Blitz” Marketing Campaign For Private Wealth Management Company |
| Project Synopsis |
What is the challenge or opportunity you are trying to address within your organization?
WealthBridge Financial is small business that aims to help CPAs, Real Estate Professionals, and Medical Professionals with their wealth management and retirement strategy. If you're interested in the world of finance, this opportunity is for you! Throughout this program, you'll be working directly with Peter Lichtenberg, a private wealth manager with over 30 years of experience. His hope is to leverage you and your team to build out a 'blitz-style' marketing campaign to aid with brand recognition and customer adoption. After learning about the businesses core offerings, Peter expects that you'll be able to assemble a strategic marketing plan, including target audience profiles and a marketing strategy so you can begin to test out the best ways for WealthBridge to acquire new customers.
What are some of the activities or action items you think will need to be taken to achieve your desired results? What would make this project a success for your organization? What measurable results are you looking to accomplish? |
| Compensation |
Following compensation will be offered to the students
Exactly $0.0 per hour |
| Sponsorship |
No Sponsorship Required |
| Resources |
Program Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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Milestone #3: Define the Sales & Product Demand Strategy |
09/11/2021 | Submission Required |
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Program Kickoff |
10/12/2021 | Event |
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STUDENT KICK-OFF EVALUATION |
12/10/2021 | Evaluation |
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OFFICIAL INTERNSHIP KICKOFF WEB CONFERENCE |
12/10/2021 | |
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REMINDER OF CONFIDENTIALITY |
12/10/2021 | |
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Milestone #2: Develop a Better Understanding of the Target Audience/Clients and Their Needs |
Submission Required | |
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Milestone #4: Make Recommendations for Deployment & Assessment |
Submission Required | |
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COMPLETE TEMP CHECK |
Evaluation | |
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FINAL PRESENTATION |
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COMPLETE POST-ENGAGEMENT EVALUATION |
Evaluation | |
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Milestone #1: Deep Dive into WealthBridge: Products and Services |
Submission Required |
Projects
| Project | Organization | Topics |
|---|---|---|
| Create a “Blitz” Marketing Campaign for Private Wealth Management Company | WealthBridge Financial Group | Marketing Reporting, Financial Planning & Analysis Research & Development Sales & Business Development |
Program Managers
| Name | Organization |
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Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| No Teams Available |