Internship Program
Weeks 1-2 : Intro to Verde Capital Management and our process; general onboarding and compliance training; set unique internship goals; and introduction to firm operations. Shadow each Operations Team member. Explore the client experience. Software training includes: eMoney, Black Diamond, Salesforce, Beautiful.ai, just to name a few. Select specific long-term projects.
Weeks 3-7 : Shadow Service Advisors as they address client requests and troubleshoot challenges to client goal achievement. Learn the ins/outs of the Verde Client Portal. Learn how to rebalance portfolios and review accounts with Service Advisors. Support Service Advisors as they execute block trades and trade orders.
Weeks 8-12 : Learn how to build and maintain a client base. Assist Investment Advisors to prepare for, and sit in on, client meetings. Shadow Investment Advisors as they evaluate prospective client data and build out investment and financial planning recommendations. Review unique internship goals; wrap up projects; draft letter to the next intern(s).
Specific Projects
(Sample of potential individual and/or group projects)
Investment Research – Review current models and investments, then research and evaluate current holdings with other options, weighing factors such as: performance, expenses, volatility, diversification, and market outlook. Draft presentations and make educated recommendations.
Collaboration – Coordinate with VCM team members and/or fellow interns on group projects.
Client Experience – Learn about and review the client experience from start to finish; look for ways to improve the process, streamline it, and make it more efficient. This includes remote and in-office experiences, client communications, client events, and client interactions with technology.
Marketing & Presentations – Work with members from the whole team on researching and building presentations and marketing campaigns on timely content. Learn how to manage and execute social media campaigns on Facebook, Instagram, LinkedIn, and the VCM website and blog. If interested, this can be a greater focus within your internship.
Client & Team Events – Help to organize and attend (schedule permitting) Verde Capital Management employee events, client events, and volunteer days in the local community.
Business Operations - Explore behind the scenes of how to market for, budget for, manage, maintain, and grow four successful businesses (Verde Capital Management, Inc.; Verde Real Estate, LLC; Narrin Farms, LLC; and Millpond Bed & Breakfast, LLC).
Financial Coaching - Spend time with and learn from our Financial Coach as they work with clients as they reach towards their short term financial goals (e.g. income & expense management, debt elimination, building savings).
Compliance – Assist the Chief Compliance Officer and Compliance Manager in testing current Compliance procedures related to social media, quarterly reporting, and transaction reports; assist in drafting and revising procedures as needed.
Recruitment Schedule 2024-2025
- Apply for the Summer 2025 Internship Program via Handshake
- Include a current resume
- Cover letter optional (but encouraged)
- Julia Snedden & Jack Yarosh will reach out to schedule an Initial Phone Interview with qualified candidates
- Review the Internship Program presentation before your interview (sent with request to schedule an initial interview)
- If Jack & Julia feel you are a good fit for the program, you will be contacted for an in-person interview.
- A final round of panel interviews with a select group of VCM Team Members may be scheduled before final candidate selections are made.
- Internship starts on/about May 19, 2025.
Note: This is a full-time onsite internship in Clarkston, MI. We do not offer housing options. Selected interns will be responsible for securing nearby housing.