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Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. The Financial Operations Analyst Intern will support Cambridge’s Service Experience team by using data analysis and process review to identify opportunities that improve financial professional and client service experiences.

HOUR

EPC Eneric Petroleum

Financial Operations Analyst Intern

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These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. This position is ideal for someone who enjoys working with detailed information, completing structured tasks accurately, and providing responsive service to internal and external customers.

Accounting Specialist

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The position is ideal for someone who has progressed beyond traditional help desk or desktop support and is ready to expand their experience in Microsoft 365 administration, application support, identity and access concepts, vendor management, and unified communications. The IT Systems Analyst supports the business applications, Microsoft technologies, and unified communications solutions that help Cambridge associates work effectively.

IT Systems Analyst

Design, develop, and maintain integrations between internal applications and enterprise platforms including Workday, CRM systems, financial planning platforms, and other third-party SaaS solutions. We are seeking an experienced Full Stack Software Engineer with expertise in Microsoft technologies (.NET, C#, Azure) to design, develop, and deploy innovative software solutions.

Full Stack Software Engineer

As a Compliance Communications Analyst, you'll be the go-to resource for financial professionals who need support with archiving and encrypted email, social media provisioning, and supervisory review systems, and you'll partner with outside vendors to resolve issues quickly. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country.

Compliance Commmunications Analyst

Serve as process owner for accounts payable in Workday: understand how it is configured, support users, test changes and releases, and bring improvement requests to the Workday administrators. Cambridge is modernizing how finance works, and Accounts Payable is where that change is most visible: Workday Financials, a supplier portal, and automated close and reconciliation tools.

Accountant

The Corporate Trainer applies adult learning principles to support learner engagement and knowledge retention while contributing to continuous improvement efforts within the training function. The Corporate Trainer delivers engaging training programs and learning experiences that support associate development, performance improvement, and business objectives.

YEAR

Corporate Trainer

In this role, you will troubleshoot infrastructure issues, support system maintenance and upgrades, document technical processes, and help identify technologies that improve reliability, workflow, and productivity. Cambridge is seeking an IT Infrastructure Administrator to help maintain, operate, and improve our server, computer, backup, and related technology systems.

IT Infrastructure Administrator

Accountant III

The Portfolio Manager works closely with clients, calling officers, credit analysts, loan operations, and other internal partners to monitor financial performance, identify and address risk, structure and document credit requests, resolve servicing needs, and retain and expand existing relationships through appropriate referrals and cross-selling. Coordinate with loan operations and other internal partners to ensure loan agreements and documentation are complete and accurate and that approved renewals, modifications, closings, and funding activities are completed on time.

TS Banking Group

Portfolio Manager

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We’re looking for someone with strong follow-through who communicates clearly about status and expectations, works directly with sponsor partners to drive action, and stays with the work through completion. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country.

Data Integrity Specialist

You’ll lead a team that includes associates supporting CIR Statements, helping integrate their expertise into the broader Digital Experience organization while building a culture of accountability, collaboration, learning, and innovation. This role is an opportunity to combine people leadership, service excellence, technology, and continuous improvement while helping create exceptional experiences for our Financial Professionals and their clients.

Digital Experience Supervisor

Utilizes Salesforce CRM system to document and report on prospecting and retention activities, to refer clients to other internal partners to fully utilize all LSB products and services and to build, track and manage pipeline effectively. Identify clients' needs that can be met across the bank's business units and deepen the relationship of the bank with the client by: Engaging Treasury Management Officers to provide overall financial solutions and deliver greater efficiencies.

LIncoln Savings Bank

Commercial Relationship Mgr III - Ankeny or Des Moines, IA

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As Slalom continues to expand its footprint across Iowa, we are seeking a leader with strong relationships throughout the Financial Services ecosystem who can help establish, deepen, and grow client partnerships while serving as a trusted advisor to executive stakeholders. From strategy through delivery, our agile teams across 52 offices in 12 countries partner with clients to co-create powerful customer experiences, modern ways of working, and meaningful impact.

Slalom Inc

Client Partner Director | Financial Services | Des Moines

A Senior Client Service Associate (SCSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. As a Senior Client Service Associate, you will: Client Relationship Management: Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.

Nicolet National Bank

Senior Client Service Associate

CSA’s also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. A Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency.

Client Service Associate

The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

WealthBridge Financial Group

Regional Vice President

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

They leverage their in-depth knowledge of their discipline to cross-functional delivery teams, they bring technical depth, business awareness, and collaborative agility to support the development, testing, and deployment of solutions that meet business needs. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business.

Aegon Ltd

Senior IT Engineer - Aegon AM

We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives.

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