Intern, Client Development (Spring 2027)

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

Position:Intern, Client Development (Spring 2027)

Location: Cincinnati, OH

Job Id:353

# of Openings:1

Employment Type: Internship (20 hours / week)

Department: Client Development

About the Role / Position Summary

The Client Development Intern will gain exposure to a wide variety of activities including sales strategy, event planning, digital marketing, podcast production, and database optimization. At FEG, the Sales and Marketing teams work closely with each other. This role reports to the Vice President of Institutional Sales and would support initiatives directly tied to the growth of the firm.

Why Work at FEG? / About the Company

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients 1 , such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices.

Founded in 1988, FEG has served communities both directly and by helping our clients fulfill their missions, for over 37 years. FEG employs 140+professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $99.4 billion 2 in client assets under advisement.

• Sales Strategy: Support of sales campaigns, pipeline tracking, and client segmentation analysis.
• Sales Presentations: Develop new ideas and branding for prospective client presentations.
• CRM & Database Optimization: Maintain and enhance client databases (HubSpot & Dynamics 365), ensuring data accuracy and usability for reporting and outreach.

Marketing

• Event Planning: Support the coordination and logistics of investor events and conferences.
• Ad hoc support: Assisting team with administrative requests, as needed.

What We Require / Minimum 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.

What You’ll Bring / Knowledge, Skills, and Experience

• Ability to identify and resolve or appropriately elevate complex issues with minimal guidance.
• Experience using AI tools (e.g., Microsoft Copilot, ChatGPT, or similar technologies) to streamline workflows, conduct research, draft communications, analyze data, and support business operations.
• Experience in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, and excellent written and verbal communication skills.
• Listen and learn while still taking full ownership of individual scope of work.
• Engage collaboratively with clients, investment teams and peers.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.

Work Authorization Requirement

FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. At this time, we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship.

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

1 Institutional clientsinclude Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley.Nonprofit clientsinclude Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.

2 As of December 31, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $99.4bn in AUA, FEG's total assets under management (AUM) of $18.1bn includes discretionary of ($15.4bn) and non-discretionary AUM ($2.6bn).

FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.