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Touchstone Investments is an asset management firm that distributes a multi-manager lineup of actively managed mutual funds and ETFs. It partners with institutional subadvisers to offer equity, fixed income and alternative strategies to financial advisors and their clients. The firm is headquartered in Cincinnati, Ohio, and is a member of Western and Southern Financial Group.

Overview

As a member of the Direct-to-Consumer (DTC) Lifecycle Marketing team, you will gain hands-on experience supporting customer engagement initiatives across a variety of marketing channels. Working alongside experienced marketing professionals, you will assist with campaign coordination, marketing operations, reporting, and customer communications while learning how lifecycle marketing helps build lasting customer relationships. This internship is designed to provide exposure to lifecycle marketing, customer journey concepts, campaign planning, marketing analytics, and cross-functional collaboration within a fast-paced DTC environment. The ideal candidate is curious, detail-oriented, organized, and eager to learn about lifecycle marketing, customer engagement, and the role data plays in creating meaningful customer experiences.

This is an internship working around 20 hours per week and is a Full Year Internship.

Responsibilities

What you will do:

  • Lifecycle Marketing Support • Assist the marketing team with the preparation and coordination of lifecycle marketing campaigns across email, direct mail, and other customer communication channels. • Support campaign setup activities by helping organize creative assets, project documentation, and campaign schedules. • Participate in quality assurance (QA) reviews to help verify campaign accuracy, formatting, links, and brand consistency prior to deployment. • Help maintain campaign calendars, project trackers, and marketing documentation. • Gain exposure to customer lifecycle marketing strategies, including onboarding, engagement, retention, and cross-sell
  • Marketing Analytics & Learning • Assist in gathering campaign performance data and preparing basic reports for the marketing team. • Help organize marketing metrics and identify general trends under the guidance of team members. • Conduct research on marketing trends, customer engagement strategies, and industry best practices. • Participate in team meetings and brainstorming sessions, contributing ideas and asking questions to support campaign planning.
  • Team Collaboration & Professional Development • Work alongside Marketing and other business partners to support day-to-day marketing initiatives and special projects. • Assist with reviewing marketing materials and customer communications for accuracy and consistency. • Support administrative and operational tasks that contribute to successful campaign execution. • Participate in training opportunities to build knowledge of lifecycle marketing, customer engagement, marketing technology, and financial services marketing.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications

  • High School Diploma • Currently pursuing a Bachelor's degree in Marketing, Business, Communications, Digital/Traditional Marketing, Data Analytics, or a related field. • Completion of introductory coursework in marketing, business, communications, or a related discipline preferred. • Interest in learning about customer lifecycle marketing and digital/traditional marketing concepts. - Required
  • Basic proficiency in Microsoft Office, including Excel, PowerPoint, and Word. - Preferred
  • Familiarity with Excel for organizing data and creating simple reports. - Preferred
  • Experience with email marketing, CRM platforms, Google Analytics, or marketing automation tools. - Preferred
  • Familiarity with project management or collaboration tools (such as Jira, Trello, or similar platforms). - Preferred
  • Willingness to learn new marketing technologies and software. - Required

Work Setting/Position Demands:

  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.

Travel Requirements:

  • 0% travel

Note: Posted Hiring Salary Range

$20.75-$25.50 per hour
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