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Internship - Institutional Marketing/Institutional & Distribution

Edelman Financial Engines is seeking a highly motivated individual to join its team as a Institutional Marketing/Institutional & Distribution Services Intern in Boston, MA.

This role is a shared internship between two partnering groups at Edelman Financial Engines: Institutional Marketing and Institutional & Distribution Services. Both teams play unique and critical roles in supporting our organization’s mission to help all Americans retire soundly. The internship will allow an individual to gain experience across a variety of marketing and distribution functions.
Institutional Marketing and Institutional & Distribution Services work closely to articulate the value of our company and its services to the institutional marketplace and ensure that we’re delivering features and benefits to employees to help them plan for a secure retirement. We serve some of the largest organizations in the United States. Our two teams foster loyalty among existing clients and support the development of new institutional relationships and partnerships. On our team, plan sponsors, recordkeepers, consultants and advisors are always top of mind. We’re seeking a driven, creative and collaborative individual to join our team this summer. The intern will also be the primary owner of a weeks-long initiative that will run the duration of the internship. Additional details will be provided during the interview process.
 
Responsibilities:
  • Competitor research
  • Presentation & RFP development
  • Industry conference coordination
  • Email campaign analysis & improvement
  • CRM efficiencies & best practices
  • Client communications trafficking

Requirements:
  • Microsoft Excel & PowerPoint
  • Salesforce, Pardot, InDesign

Desired Majors:
Marketing, PR, Journalism, or similar

About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all American investors — not just the wealthy — deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews[1] and Barron’s[2] with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, visit EdelmanFinancialEngines.com and FinancialEngines.com.
© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.
 [1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.