Internal Wholesaler Summer Intern

The ISC Internal Wholesaling Intern will support the Internal Wholesaling team in driving sales activity, enhancing advisor engagement, and strengthening the distribution of our investment solutions. This role is ideal for a motivated,detail-oriented student interested in financial services, asset management, sales support, and relationship management. The intern will gainhands-onexperience working closely with internal wholesalers, external wholesalers, and ISC leadership on meaningful business initiatives.

• Gain professional work experience by executing meaningful business projects
• Enhance your technical and financial skills through on-the-job experience and training
• Collaborate on assignments with multiple other teams such as in IT, Accounting, Marketing Operations, among others
• Assist internal wholesalers with daily outreach to financial advisors through call campaigns, email follow-ups, and meeting scheduling.
• Research advisor activity, territory trends, and product opportunities.

• Analyze sales data, pipeline activity, and advisor engagement metrics toidentifygrowth opportunities.
• Help maintainCRM records (e.g., Salesforce) by entering notes, updating advisor profiles, and supporting territory analytics.
• Prepare territory reports and dashboards for internal stakeholders.

• Assistin creating and updating product materials, presentations, and talking points.
• Partner with marketing and product teams to ensure accurateandtimelydistribution of updated resources.
• Help coordinate marketing campaigns, email outreach, and targeted advisor communications.

• Support coordination of internal meetings, training sessions, and strategic planning activities.
• Assist with project work related to process enhancements, playbook updates, andbest practice documentation.
• Provide general administrative support to the Internal Wholesaling team.

• Currently acollege Junior at time of application. Pursuing abachelor's degree in finance, Business, Economics, Marketing, Communications, or related fields.
• Strong interest in financial services, investments, and sales strategy.
• Excellent verbal and written communication skills.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Self-starter with a proactive attitude and willingness to learn.

• Exposure to the full sales cycle of investment product distribution.
• Handson experience supporting professional wholesalers and advisors.
• Opportunities to develop communication, presentation, and data analytics skills.
• Insight into asset management products, platforms, and sales strategies.
• Mentorship from experienced professionals within ISC and the broader distribution organization.

• Pursuing a bachelor’s degree in accounting
• Minimum 3.0 GPA
• Ability to work 40 hours per week in our Downers Grove, Illinois corporate headquarters
• Strong interest in pursuing a career in real estate accounting
• Demonstrable working knowledge of MS Office including Word, Excel, and Power Point
• Knowledge or desire and aptitude to learn other software such as Yardi and Active Disclosure
• Attention to detail and analytically minded
• Self-motivated, diligent, outstanding communication skills
• You must be a junior at time of application.