Marketing Operations Intern

We are seeking a detail-oriented and analytical Marketing Operations Intern to support our marketing account management team. This internship provides hands-on experience with marketing data, reporting, and operational processes within a financial services environment. The role is focused on supporting day-to-day functional needs, including data management, reporting accuracy, compliance support, and content organization, while gaining exposure to how marketing drives business outcomes.

• Support Marketing Reporting and Data Management – Assist with the preparation and maintenance of recurring marketing reports by gathering, organizing, and updating data within standardized templates. Ensure consistency and accuracy across reporting outputs and support tracking of campaign and project activity.
• Maintain Data Quality and Organization – Clean, format, and organize datasets including contact lists, campaign exports, and internal trackers. Maintain file organization, naming conventions, and shared folders to ensure accessibility and consistency across the team.
• Assist with Marketing Operations and Workflow Tracking – Support day-to-day operational processes by logging incoming requests, updating project trackers, and helping maintain visibility into project status and workload. Contribute to improving organization and efficiency across the team.
• Provide Quality Control and Compliance Support – Support the reapproval process for sunset marketing materials by identifying expiring assets, initiating resubmission workflows, and coordinating updates to ensure all content remains compliant with current regulatory and internal standards.
• Support Content and Asset Management – Organize marketing assets and maintain version control across shared platforms. Assist with uploading, tagging, and maintaining content libraries used by the marketing team.
• Assist with Process Documentation and Operational Efficiency – Document repeatable tasks and workflows to support consistency and scalability. Help create simple guides and checklists that improve efficiency and reduce manual effort across the team.
• Develop Under Marketing Leadership – Receive guidance and mentorship from marketing leadership and team members, gaining exposure to marketing within a regulated financial services environment including annuities, life, and broker‑dealer channels.
• Build Foundational Business and Analytical Skills – Develop skills in data management, reporting, process discipline, and operational execution. Gain an understanding of how accurate data and reporting support marketing performance and business decision-making.

• Pursuing a degree in Finance, Business, Marketing, or a related field
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Excel and comfort working with data
• Ability to manage multiple tasks and meet deadlines
• Strong communication skills and willingness to learn
• Interest in financial services and marketing operations is a plus

• Exposure to marketing operations within a financial services organization
• Hands‑on experience with reporting, data management, and process support
• Understanding of compliance and accuracy requirements in a regulated environment
• Experience supporting a fast‑paced, team‑oriented marketing function

A comprehensive benefits package that includes:

• PTO
• Medical
• Dental
• Vision
• Retirement savings
• Disability insurance
• Life insurance

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical…