Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago, and we provide individuals and families with a complete offering of financial counseling and investment management services.

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment.

Job Description

Zuckerman Investment Group is looking for a sales and marketing intern to join us for Summer 2023. You will gain exposure to all aspects of a wealth management firm by providing support to the sales and marketing team. This position is an excellent first step for someone looking to learn what it is like to work at a wealth management firm in a sales and marketing role.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

  • Work closely with the firm’s sales and marketing team, shadowing and supporting them as they strategize customized marketing tactics to gain new clientele
  • Introduction to the sales and marketing strategies of a growing wealth management firm, including content distribution and business development tactics
  • Support the execution of day-to-day sales and marketing requests, such as assisting in preparing meeting documents, drafting written content and designing branded imagery
  • Assist in maintaining the firms prospect pipeline and client relationship system by updating information, entering important notes, generating reports, and reviewing the integrity of data
  • Execute projects in sales and marketing to enhance our wealth management capabilities

Qualifications

  • Rising Sophomore, Junior or Senior – Graduating between Dec 2023-May 2025
  • Minimum GPA: 3.8
  • Highly organized, extremely detail-oriented and able to multi-task with time-sensitive items
  • Experience with Abode Creative Cloud
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.