NYC Hybrid Intern: Relationship & Client Strategy

New York Life; New York (NY); Hybrid; USD 32,000 - 43,000; Full time

Job summary

New York Life Investments Management (NYLIM) seeks rising juniors and seniors for a 10‑week paid Summer Internship in New York City. You will gain hands‑on experience in relationship management, business strategy, and distribution within the asset management industry, joining the US Retail team to support GRM/AAI or ICG projects.

Interns participate in development sessions, networking, mentorship, and collaborative projects, with exposure to Allego, sales enablement, and cross‑functional teams.

Qualifications

• Currently pursuing a bachelor's degree
• Anticipated graduation between December 2027 and June 2029
• Preferred majors include Business, Finance, Economics, Communications, Management, or related fields
• Eligible to work in the United States without current or future sponsorship

Responsibilities

• Support sales enablement technology, including platforms such as Allego
• Assist with capturing and sharing advisor success stories and best practices
• Shadow AAI presenters during virtual and in-person sessions to learn presentation and engagement strategies
• Assist with reporting and tracking team initiatives and program outcomes
• Contribute to weekly newsletters and internal communications
• Update product guides, sales materials, and reference resources
• Help coordinate conference calendars and meeting logistics
• Support strategic campaigns and business planning initiatives
• Attend home office webinars and summarize key insights for Relationship Managers
• Organize meeting agendas and prepare materials for committee sessions
• Coordinate follow-up action items and ensure timely execution across stakeholders
• Assist in planning and executing this global client training event
• Participate in and support live sessions
• Arrange feedback sessions and compile a formal feedback document to inform future programs
• Help develop the program agenda and prepare speakers
• Collaborate with the Global Events team to ensure seamless execution
• Support engagement with NYL Investments’ affiliate investment boutiques
• Prepare materials and analysis for affiliate discussions
• Help gather and synthesize feedback from affiliates and distribution teams
• Support strategic projects focused on distribution engagement

Job description

New York Life Investments Management (NYLIM) seeks rising juniors and seniors for a 10‑week paid Summer Internship in New York City. You will gain hands‑on experience in relationship management, business strategy, and distribution within the asset management industry, joining the US Retail team to support GRM/AAI or ICG projects.

Interns participate in development sessions, networking, mentorship, and collaborative projects, with exposure to Allego, sales enablement, and cross‑functional teams.