Summer Intern to CEO

More on Steward:

Rapidly growing fin-tech start-up (1,000+ waitlist with zero marketing spend), started by Harvard and HBS alum who is ex-Facebook, McKinsey. At Steward, we're working on opening up the 1%'s wealth strategies to more American families - specifically first-gen high earners - using cutting-edge tech. Our goal is to help families make the most of their money to help them take care of their families and live life on their own terms.


An energetic, detail-oriented intern who is a self-starter and will work hand-in-hand as the intern to our CEO. You're passionate about our mission, and want to help turbo-charge our growth and the number of families we can serve.

Examples of projects we'll ask your help with and skills you'll build include:

  • Personal finance: You'll help us build real personal-finance gameplans for families in their 20s-40s to help them solve some of their most burning pain-points - "how much home can we afford?", "can we afford to have a baby", "when will i have enough to do the work I love vs. worry so much about money?".  Extra bonus - you'll come away having learned a 101 course on the 1%'s wealth strategies. If you're asking...why is there no class on this at Harvard? Great question! That's what tons of our clients ask us as well!
  • Modern Marketing: Creating video and written content to significantly increase how many families we reach
  • Data analytics: Work side-by-side with our CEO in setting up analytics for our website and app, to help us improve conversion and engagement
  • Communications: helping do research for blog posts to answer our user families' most pressing questions, and help us launch and co-write a monthly newsletter
  • Automation: Helping us automate processes and utilize new tech, to more rapidly welcome new families to our service and improve our current features / collect feedback


$25/hour with performance bonus

Next Steps:

Please reach out to us at with your resume, unofficial transcript, and the link to a 1-2 minute Loom video  where you answer 3 questions:

  1. Why are you interested in Steward's mission?
  2. What are you hoping to learn in this internship?
  3. What are your other major extracurricular / family commitments you have this summer that we should be mindful of?


  • Minimum 3.7 GPA in any field. No personal finance experience required - we can teach you that part
  • Highly detail-oriented - committed to exceptional service and exceptional execution
  • Scrappy, get-things-done attitude
  • Strong work-ethic - willing to go the extra mile to exceed expectations
  • Curious and quick learner
  • Comfortable with Excel
  • Pithy communicator

Job Summary

Full-time, 40 hours/week
June - August 2024 (~10 weeks, happy to discuss specific dates based on your school calendar)
$25/hour with performance bonus
Apply now

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