Client Group Intern

Thinklance LLP; Nashville (TN); On-site; USD 21,000 - 30,000; Full time

Job summary

Thinklance LLP in Nashville offers a Summer Internship (June–August 2027) in asset management. You will learn about AB's mission, analyze markets and products, and support content development for client and sales campaigns.

Ideal candidates are Spring 2028 graduates in business-related fields with strong analytical and communication skills, U.S. work eligibility, and the ability to manage multiple priorities in a fast-paced environment. On-site internship logistics and onboarding are provided.

Qualifications

• Pursuing a bachelor’s degree and eligible to work in the U.S. without sponsorship.
• Strong analytical, written, verbal storytelling, and presentation skills.
• Foundational proficiency in Excel; familiarity with CRM, digital media, design, or project management tools is a plus.

Responsibilities

• Build understanding of AB's mission, values, investment capabilities, products, services, procedures, and policies.
• Conduct market, competitor, product, channel, or brand analysis and translate findings into practical insights for internal teams and clients.
• Support development of client- and sales-focused content, including messaging, plans, and materials for launches and campaigns.
• Assist client service and sales partners with recurring and ad hoc client or prospect needs and meetings.
• Maintain high-quality client and opportunity information in CRM systems.

Skills

Analytical skills

Written communication

Verbal communication

Presentation skills

Excel proficiency

PowerPoint

Education

Bachelor's degree (Spring 2028)

Tools

CRM

Microsoft Excel

PowerPoint

Job description

Your Role

Here’s what you will be doing:

• Build an understanding of AB's mission, values, investment capabilities, products, services, procedures, and policies.
• Conduct market, competitor, product, channel, or brand analysis and translate findings into practical insights for internal teams and clients.
• Support the development of client- and sales-focused content, including investment-platform messaging, communications plans, presentations, and materials for product launches, campaigns, and events.
• Assist client service and sales partners with recurring and ad hoc client or prospect needs, marketing efforts, and meeting preparation.
• Maintain high-quality client and opportunity information in CRM systems, including meeting notes, contact details, relationship updates, and opportunity data.
• Help coordinate calendars, meetings, and on-site event logistics, including room bookings, materials, and facilities support.
• Contribute ideas that improve team efficiency, strengthen client engagement, and support innovation in content, experiences, or processes.
• Partner effectively with colleagues and external agencies or vendors to support brand positioning, campaigns, digital initiatives, and other business priorities.

About You

The company is looking for:

• Spring 2028 bachelor's degree candidates in business, finance, economics, data science, mathematics, liberal arts, marketing, communications, public relations, UX design, product development, audiovisual communication technologies, or related fields.
• Cumulative GPA of 3.0 or better.
• Eligible to work in the United States without sponsorship.
• Strong analytical, written, verbal, storytelling, and presentation skills.
• Detail-oriented, well organized, and able to manage multiple priorities in a fast-paced environment.
• Able to work independently while also contributing as a collaborative, proactive team member.
• Client-focused, with professionalism, motivation, initiative, and intellectual curiosity.
• Foundational proficiency in Microsoft Excel and PowerPoint; familiarity with CRM, digital media, design, research, collaboration, or project-management tools is a plus.
• Relevant experience through internships, part-time work, coursework, campus organizations, or volunteer activities is valued.

Program Requirements

• Available to work full-time from June through August 2027.
• May not take academic classes or hold other employment that conflicts with the internship schedule.
• Must successfully complete a thorough background check.
• Candidates receiving a full-time return offer should expect a July 2028 start date.
• Interest in completing Securities Industry Essentials (SIE), Series 7, and Series 63 licensing exams may be beneficial depending on the full-time role.

Training & Development

The internship includes onboarding sessions and resources, introduction to asset management and capital markets, a mentoring program, career planning, and training and development opportunities.