Client Development Intern: Growth, Events & CRM

FEG; Cincinnati (OH); On-site; USD 21,000 - 28,000; Part time

Job summary

FEG Investment Advisors is seeking a Client Development Intern for Spring 2027 in Cincinnati, OH. This internship involves exposure to sales strategy, event planning, digital marketing, podcast production, and database optimization, reporting to the VP of Institutional Sales.

Ideal candidates bring internship experience in finance or investments and strong MS Office skills. Responsibilities include supporting sales campaigns, CRM/database optimization, and investor event coordination, with

Qualifications

• Ability to work 20 hours per week at our corporate headquarters in Cincinnati, OH.
• Bachelor’s degree in business administration or similar field.
• Previous internship experience preferably in the finance or investment field.

Responsibilities

• Support sales strategy, pipeline tracking, and client segmentation analysis.
• Develop new ideas and branding for prospective client presentations.
• Maintain and enhance client databases (HubSpot & Dynamics 365) for reporting and outreach.
• Support event planning and logistics for investor events and conferences.

Skills

AI tools usage

MS Office proficiency

Written and verbal communication

Team collaboration

Education

Bachelor's degree in business administration or similar field

Tools

HubSpot

Dynamics 365

SharePoint

Excel

Job description

FEG Investment Advisors is seeking a Client Development Intern for Spring 2027 in Cincinnati, OH. This internship involves exposure to sales strategy, event planning, digital marketing, podcast production, and database optimization, reporting to the VP of Institutional Sales.

Ideal candidates bring internship experience in finance or investments and strong MS Office skills. Responsibilities include supporting sales campaigns, CRM/database optimization, and investor event coordination, with