Hybrid Sales Intern – Financial Services (Summer 2027)

Columbia Threadneedle Investments; Boston (MA); Hybrid; USD 64,000 - 66,000; Full time

Job summary

Columbia Threadneedle Investments is offering a Sales Intern position in Boston to support the National Sales Team by handling literature orders and coordinating projects. You will gain exposure to sales tools and the advisor network, with a focus on communication and collaboration across multiple lines of business.

The program targets current juniors, with a June 2027 start for a 10-week internship, and is designed to develop practical skills in a client-centric financial services environment.

Qualifications

• Be a current Junior at a 4-year university pursuing a bachelor's degree.
• Graduation date of December 2027 or May/June 2028.
• Available to join June 2027 for the full 10-week internship.

Responsibilities

• Support National Sales Team by assisting with inputting literature orders and maintaining management software.
• Assist team members with ad hoc projects which require strong communication and project coordination, sometimes across multiple business lines.
• Learn and use sales tools and resources, including Morningstar Advisor Workstation, Zephyr on Demand, and fi360.

Skills

Communication skills

Interpersonal skills

Presentation skills

Organization skills

Self-motivation

Microsoft Office proficiency

Education

Junior at a 4-year university

Pursuing Bachelor's degree

Tools

Microsoft Office Suite

Job description

Columbia Threadneedle Investments is offering a Sales Intern position in Boston to support the National Sales Team by handling literature orders and coordinating projects. You will gain exposure to sales tools and the advisor network, with a focus on communication and collaboration across multiple lines of business.

The program targets current juniors, with a June 2027 start for a 10-week internship, and is designed to develop practical skills in a client-centric financial services environment.