<p>About Cresset</p> <p>Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized*-integrated, intentional, and aligned with each client's vision of success.</p> <p>We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.</p> <p>Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Our commitment to clients has earned recognition by Barron's and Forbes, listing us among the nation's top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.</p> <p>Job Description</p> <p>We are seeking a curious and driven Summer Intern to join our AI Engineering team. This role offers a unique opportunity to work on real-world AI initiatives that support advisor workflows and operational processes within a leading wealth management firm. As part of a small, high-impact team, you will collaborate closely with the Head of AI Strategy and partner with Application Engineering and Data Engineering teams to design, prototype, and refine AI-powered solutions. You'll gain hands-on experience working with leading large language models (e.g., OpenAI, Anthropic) while helping bring innovative use cases to life based on real business needs. This role is ideal for students interested in applied AI, as you'll contribute to multiple initiatives in a fast-paced environment and gain exposure to emerging approaches, including the shift toward more advanced, agent-based systems. You'll also see firsthand how AI is transforming the wealth management industry, particularly in supporting ultra-high-net-worth (UHNW) clients and internal teams.</p> <p>Key Responsibilities</p> <ul> <li>Support the AI Engineering team in building and enhancing internal AI tools that improve advisor workflows and operational processes </li><li>Collaborate with the Head of AI Strategy and cross-functional teams, including Application Engineering and Data Engineering, on firm-wide AI initiatives </li><li>Contribute to the development of AI-powered solutions using leading large language models (e.g., OpenAI, Anthropic) </li><li>Assist in prototyping and iterating on AI use cases based on real business needs provided by stakeholders across the firm </li><li>Help test, evaluate, and refine AI outputs to ensure accuracy, usability, and alignment with business objectives </li><li>Gain exposure to emerging approaches in AI development, including the transition toward more advanced, agent-based systems </li><li>Work on multiple projects in a fast-paced environment, adapting quickly as priorities and initiatives evolve </li><li>Support documentation, organization, and communication of AI solutions and project progress to both technical and non-technical stakeholders </li><li>Learn how AI is applied in a real-world wealth management context, particularly in supporting ultra-high-net-worth (UHNW) clients and internal teams </li><li>Participate in intern programming including lunch & learns and networking opportunities </li></ul> <p>Qualifications</p> <ul> <li>Junior or Senior status pursuing a bachelor's degree </li><li>Preferred GPA of 3.0 or higher </li><li>Strong attention to detail and organizational skills </li><li>Ability to manage multiple tasks and meet deadlines in a fast-paced environment </li><li>Effective written and verbal communication skills </li><li>Collaborative mindset with the ability to work across all levels of the organization </li><li>Proficiency in Microsoft Office Suite </li><li>Resourceful, proactive problem-solver with a strong work ethic </li><li>Self-starter with the ability to manage multiple priorities in a fast-paced environment </li></ul> <p>What We Offer:</p> <p>Cresset offers a competitive compensation package for the Internship Program. We also offer an opportunity to work in the wealth management environment allowing you to understand the industry and determine if it is the right step for you in your future endeavors. The program includes learning and development activities to give you broader exposure to the company and networking opportunities.</p> <p>Equal Employment Opportunity</p> <p>It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.</p> <ul> <li>Wealth Optimized, Life Elevated refers to the firm's philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. </li></ul> <p>Disclosures related to awards, recognitions, and rankings available?here.</p> <p>Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.</p>