About The Position

We are seeking a motivated and detail-oriented Project Marketing Intern to support our Product and Distribution teams. This role is ideal for someone interested in learning how marketing, product strategy, and sales enablement intersect within a financial services organization. You will assist in developing marketing materials, supporting market positioning efforts, maintaining sales collateral, and contributing to RFP and DDQ responses. This internship provides hands-on experience working across teams to help communicate product value and support business growth.

Requirements

  • Willingness to Learn – Demonstrates curiosity, asks thoughtful questions, and seeks feedback.
  • Organization & Time Management – Manages multiple tasks and keeps materials updated and accurate.
  • Communication Skills – Writes clearly, summarizes information effectively, and supports content creation.
  • Teamwork & Collaboration – Works well with cross functional partners and contributes positively to projects.
  • Analytical Thinking – Comfortable using technology and applications, distilling information, and identifying simple insights.
  • Currently pursuing a bachelor’s degree in business, Finance, Economics, Marketing, or a related field.
  • Strong interest in financial services, product marketing, investment strategy, or distribution.
  • Analytical mindset with the ability to synthesize information and communicate clearly in both written and verbal formats.
  • Self starter with a collaborative mindset, strong attention to detail, and eagerness to learn.
  • Comfort with data, research, and basic analysis with advanced PowerPoint skills.

Nice To Haves

  • Experience in video production, editing and storyboarding viewed favorably.

Responsibilities

  • Assist in developing and updating marketing materials, product one pagers, pitch decks, and other sales collateral.
  • Support the creation of product positioning content that clearly articulates value propositions.
  • Help maintain a central repository of marketing and sales materials to ensure consistency and accuracy.
  • Gather data, product updates, and competitive information to keep collateral current and aligned with market needs.
  • Assist in producing and editing video content for marketing materials and presentations to enhance product storytelling and sales engagement.
  • Contribute to market research projects that inform messaging, positioning, and competitive insights.
  • Help synthesize research findings into simple written summaries or visual formats.
  • Support analysis of target customer segments and distribution channels.
  • Participate in brainstorming sessions to enhance messaging effectiveness and market differentiation.
  • Help organize tasks and manage deadlines across marketing and product initiatives.
  • Assist with updating project trackers, shared documents, and internal communication materials.
  • Support meeting coordination by preparing agendas, capturing notes, and tracking action items.
  • Collaborate across Product, Marketing, Sales, and Operations teams to support cross functional workflows.
  • Contribute to the preparation of internal updates, summaries, and project reports.
  • Assist in the creation of PowerPoint presentations for both internal and external audiences.
  • Support the assembly of simple dashboards or data summaries used in marketing and sales discussions.
  • Provide day-to-day assistance on marketing, sales enablement, or product administration tasks.
  • Participate in training, shadowing sessions, and team workshops to build foundational skills.
  • Support business analysts in capturing requirements or drafting basic inputs for product related documentation.
  • Help develop materials and provide support for conference participation including conference collateral and post-event summaries.

Benefits

  • Retirement savings plan (401K) with company match
  • Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • Access to our Employee Assistance Program
  • Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
  • Eligibility for certain tax advantaged savings plans
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Vibrant employee networks
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