Sales Intern, Financial Services – Hybrid (Boston)

Mrbateman

Boston (MA)

Hybrid

USD 88,828,000 - 91,335,000

Full time

5 days ago
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Benefits offered by this job

Health benefits
401(k)

Job summary

Columbia Threadneedle Investments is seeking a Sales Intern to support the National Sales Team and promote Columbia Management products across a broad network of advisors and institutions. This 10-week, on-site internship starts in June 2027 and offers hands-on experience with sales tools and client-facing activities.

You will collaborate with experienced colleagues, gain exposure to multiple lines of business, and develop foundational skills in financial services sales while contributing to

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 requiring 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
Organization
Microsoft Office
Teamwork

Education

Pursuing bachelor’s degree
Junior at a 4-year university

Tools

Morningstar Advisor Workstation
Zephyr on Demand
fi360

Job description

Columbia Threadneedle Investments is seeking a Sales Intern to support the National Sales Team and promote Columbia Management products across a broad network of advisors and institutions. This 10-week, on-site internship starts in June 2027 and offers hands-on experience with sales tools and client-facing activities.

You will collaborate with experienced colleagues, gain exposure to multiple lines of business, and develop foundational skills in financial services sales while contributing to

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