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Role Description

This is a summer internship, expected to run approximately May through August, offering an exceptional opportunity for students to gain hands-on experience across a wide range of marketing disciplines within the financial services industry. The intern will work closely with our Advisor Marketing team to:

• Support data integrity within Salesforce and AMP
• Assist with campaign and event coordination
• Customize marketing templates in Canva
• Contribute to marketing automation and content workflows

Key takeaways from this role include exposure to:

• Marketing operations
• Data segmentation
• Event support
• AI-driven tools
• Multi-channel advisor marketing strategies

This position is ideal for students looking to develop a strong foundation in marketing within the financial services industry. This is a fully remote internship opportunity.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.

Job Functions

• Advisor Marketing Platform (AMP) Support
  • Work with Regional Marketing Specialists (RMS) to ensure that lists in Salesforce are updated in AMP on a regular basis
  • Ensure data integrity and be proactive in ensuring data is up to date
  • Help with email and event creation in AMP
  • Coordinate and support requests from Advisors through the Content and Creative teams
  • Become a subject matter expert in AMP with a deep knowledge of advisor content
  • Customize Advisor Templates in Canva
  • Use Canva to create and customize unique advisor templates based on team requests
  • Load content and craft templates in AMP
  • Ensure that content is supplied to advisors in a timely and detail-oriented manner
  • Maintain content categories to ensure ease of use for advisors
• Salesforce Platform Support
  • Provide ad hoc support for team data and segmentation needs
  • Help provide valuable analysis to RMS and advisory teams
  • Learn to perform data segmentation and analysis to drive growth
  • Create Salesforce campaigns aligned to events for tracking of ROI
  • Serve as a critical part of the team for event planning and campaign creation
  • Report back on event metrics and success
  • Learn to be data-driven when planning events and how to report on metrics of success
• Creation of Toolkits & 1 Pagers
  • Assist the Advisor Marketing team with creation of 1 pager checklists on topical issues relevant to advisors and the use of our marketing products
  • Assist the Advisor Marketing team with creation of toolkits – packages of materials for hosting events that include all of the marketing collateral needed (social posts, imagery, invitations, email copy & layout, checklists and process documentation)

Qualifications

• Preferably pursuing a bachelor’s degree in marketing, mass communications, or related field
• Preferably students between their junior and senior years
• Proficient with Microsoft Office Suite or related software
• Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
• Detail oriented, highly organized and adaptable

Benefits

• Training and professional development
• Wellness programs and resources
• Worker's compensation – employer paid