2027 New York Life Investment Management - Relationship and Client Management

About the role

Location: New York City, NY. Hybrid schedule: 4 days per week. 10‑week paid internship beginning June 2027, based in New York Life Investments’ New York City offices.

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. Interns will join the US Retail Team and support one of two business areas: Global Relationship Management (GRM) & Adviser Advancement Institute (AAI) (US Retail) or 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.

Responsibilities

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