2027 New York Life Investment Management - Relationship and Client Management

Job Requisition ID: 94850
Location Designation: Hybrid - 4 days per week
These roles are based in New York City (NY)
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.
Role Overview
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)
• 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.
What You'll Do
Depending on your assigned team, your responsibilities may include:
Global Relationship Management (GRM) & Adviser Advancement Institute (AAI) (US Retail)

• 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

Institutional Client Group (ICG) (Global Distribution)
Global Distribution Leadership Meetings (GDC)

• Organize meeting agendas and prepare materials for committee sessions.
• Coordinate follow-up action items and ensure timely execution across stakeholders.

Strategic Partners Forum (SPF)

• 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.

Institutional Client Group Summit (ICGS)

• Help develop the program agenda and prepare speakers.
• Collaborate with the Global Events team to ensure seamless execution.

Affiliate Engagement & Strategic Initiatives

• 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.

What You'll Learn
Throughout the internship, you'll gain exposure to:

• Sales enablement and distribution within the asset management industry
• Relationship management with financial professionals
• Marketing strategy and advisor engagement
• Data analysis and business intelligence
• Project management and cross-functional collaboration
• Executive presentations and strategic communication
• Financial services products and investment solutions
• How large-scale distribution organizations support financial professionals and clients

What You'll Bring
We're looking for students who are curious, collaborative, and eager to learn about financial services.
Successful candidates will demonstrate:

• 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
• Previous internship experience or leadership in campus organizations is a plus

Required Qualifications

• Currently pursuing a bachelor's degree at an accredited four-year college or university
• 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

Program Experience
As a New York Life Investments intern, you'll also enjoy:

• 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
Applications will be reviewed on a rolling basis, and interviews will begin no later than October 2026.
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).
Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn!
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Pay Transparency
Salary Range: $27 / hour
Overtime eligible: Nonexempt
Discretionary bonus eligible: No
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
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