Client Strategy Internship Program

Job Requisition

Location Designation: Hybrid - 4 days per week

These roles are based in New York City (NY)

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:

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.

Depending on your assigned team, your responsibilities may include:

• 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

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 Management's 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…