2027 New York Life Investment Management - Relationship and Client Management
About The Position
Shape your future with a dynamic internship experience at New York Life. At New York Life, you'll have the opportunity to build meaningful skills while contributing to work that makes an impact. Our internship program offers hands-on experience across a variety of business areas, allowing you to collaborate with experienced professionals, develop your network, and gain exposure to the financial services industry. Throughout the summer, you'll participate in professional development sessions, networking events, mentorship opportunities, and social activities designed to support your growth. By the end of the internship, you'll have developed valuable business skills, expanded your professional network, and gain meaningful experience to help launch your career. The New York Life Investments Management (NYLIM) Client Strategy & Relationship Management Summer Internship Program is an exciting opportunity for rising juniors and seniors interested in relationship management and business strategy within the asset management industry. This 10-week paid internship begins in June 2027 and is based in our New York City offices. Interns will join our US Retail team and will support one of two business areas: Global Relationship Management (GRM) & Adviser Advancement Institute (AAI) (US Retail) or Institutional Client Group (ICG) (Global Distribution). Throughout the summer, interns will participate in business overviews, networking opportunities, leadership presentations, training sessions, and collaborative intern programming while gaining firsthand exposure to New York Life Investments' distribution organization.
Requirements
- Currently pursuing a bachelor's degree at an accredited four-year college or university
- Anticipated graduation between December 2027 and June 2029
- Eligible to work in the United States without current or future sponsorship
- To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, this program is not available to those authorized to work under optional practical training (OPT) or curricular practical training (CPT).
- Strong written and verbal communication skills
- Excellent organizational and project management abilities
- Analytical thinking and attention to detail
- Initiative and willingness to learn
- Ability to collaborate across multiple teams
- Experience with Microsoft Office, including Excel, PowerPoint, and Word
- Interest in financial services, investments, sales, marketing, relationship management, or business strategy
Nice To Haves
- Previous internship experience or leadership in campus organizations is a plus
- Preferred majors include Business, Finance, Economics, Communications, Management, or related fields
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 Investment Managements’ affiliate investment boutiques, helping coordinate priorities and strengthen connectivity with the global distribution organization.
- Prepare materials and analysis for affiliate discussions, including meeting briefs, business updates, and follow-up items.
- Help gather and synthesize feedback from affiliates and distribution teams to identify themes, opportunities, and areas requiring additional coordination.
- Support strategic projects focused on improving how ICG and the broader distribution organization engage with affiliates and serve institutional clients.
Benefits
- 10-week paid internship
- Professional development workshops
- Networking opportunities with senior leaders and business partners
- Mentorship opportunities
- Social and volunteer events
- Exposure to leaders across New York Life Investments
- Collaborative intern projects
- Opportunities to build lasting professional relationships
- High-performing interns may be considered for future full-time early career opportunities within New York Life Investments based on business needs and individual performance
- Overtime eligible
- Discretionary bonus eligible
- Sales bonus eligible
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What This Job Offers
Job Type
Full-time
Career Level
Intern
