Year-round

Project Management Intern

Full Year 2026

Posted on 10/31/2025

Deadline 4/6/26
Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and guidance

No salary listed

Cincinnati, OH, USA

In Person

Category
Business & Strategy (1)
Requirements
  • Bachelor's Degree in business, finance or information technology is preferred; or commensurate experience.
  • Demonstrated experience leading project teams.
  • Proven experience influencing and directing others to initiate a recommended course of action to solve a problem or increase efficiency.
  • Demonstrated ability to function on a project level on application and technical projects.
  • Minimum of one year of professional business and/or information technology experience.
  • Demonstrated use of strong listening and communication techniques and presentation software.
  • Proven excellent verbal and written communication and presentation skills with experience conveying information to internal and external customers in a clear, focused and concise manner.
  • Demonstrated adaptability to multiple demands deadlines ambiguity and rapid change.
  • Proven strong attention to detail with excellent organization skills.
  • Must cite examples of organization and time management/methods used to manage or prioritize workload demands.
  • Must demonstrate ability to plan, execute and maintain a project from start to finish.
  • Proficient in Microsoft Office (Excel, Access, Word, Visio, PowerPoint).
  • MS SharePoint and Access experience preferred.
  • PMI Project Management Professional (PMP)®, PMI PMI Agile Certified Practitioner (PMI-ACP)®, or PMI Certified Associate in Project Management (CAPM)® designation - Preferred.
  • An insurance-related certification (e.g., FLMI, CLU or related industry designation) - Preferred.
Responsibilities
  • Prepares Project Status Reports and provides regular status updates to Program Managers, clients and stakeholders.
  • Acts as a liaison between the business customer and Project team(s) by building cooperative, constructive, effective relationships.
  • Conducts project meetings and is responsible for project tracking and analysis.
  • Performs administrative duties commensurate with the requirements of the organization, including data gathering, metrics and reports, and is accountable for the management of the supporting project budget.
  • Accountable for the successful delivery of assigned work efforts and/or projects following established PMO and quality standards/guidelines, and provides a single point of contact for those projects.
  • Reviews and ensures that all assigned work is delivered within the defined scope, quality, time and cost requirements.
  • Assists as appropriate in the development of all Program/Project requirements (functional and non-functional) for customers, and ensures the implementation of strategies and initiatives to effectively meet or exceed business requirements and customer expectations.
  • Coordinates resource feedback discussions with, and provides resource feedback to, Program/Project Leads and Program/ Project Managers.
  • Manages Project-level assumptions, risks and issues to ensure clarity around the challenge, the impact and the action plan, providing direction/guidance as needed.
  • Manages small- to medium-sized projects with assistance from concept through closure ensuring major project activities, milestones and deliverables are planned and tracked and progress is accurately reported using the standard Project management lifecycle (project plan, status, assumption, risk and issue log, change control log, budget/estimates, resource plans, funding requests, etc.).
  • Manages Project Plan to ensure that deliverables are on track by providing guidance to team members around assignments, tasks, priorities and timeframes.
  • Drives plan refresh activities based on direction from Program/Project manager and input from Program and Project Leads, and updates Project Plan in alignment with the overall Program Plan.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Desired Qualifications
  • Working toward a Bachelor's Degree In business, finance or IT is preferred; or commensurate experience. - Preferred
  • Minimum of one year of professional business and/or IT experience. - Preferred
  • MS SharePoint and Access experience preferred. - Preferred
  • PMI Project Management Professional (PMP)®, PMI PMI Agile Certified Practitioner (PMI-ACP)®, or PMI Certified Associate in Project Management (CAPM)® designation - Preferred
  • An insurance-related certification (e.g., FLMI, CLU or related industry designation) - Preferred
  • PMI PMI Agile Certified Practitioner (PMI-ACP) or CAPM preferred
  • Proficient in Microsoft Office (Excel, Access, Word, Visio, PowerPoint) - Preferred
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

Simplify Jobs

Simplify's Take

What believers are saying

  • IncomePoint SPIA launches on Fidelity's Guaranteed Income Direct platform in 2026.
  • RetireOne partnership expands SPIA access to RIAs since June 2025.
  • Till Financial bolsters direct-to-consumer strategy for younger demographics.

What critics are saying

  • Fidelity's platform pits Western & Southern against three competitors now.
  • IncomePoint caps premiums at $2 million, losing high-net-worth clients.
  • Till integration dilutes core annuity focus within 12 months.

What makes Western & Southern Financial Group unique

  • Western & Southern emphasizes face-to-face middle-market client relationships since 1888.
  • Subsidiaries like Gerber Life and Fabric target family-focused insurance offerings.
  • Till Financial acquisition adds digital family banking with parental controls.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.

Securities and Exchange Commission
Feb 1st, 2024
SEC FORM D/A

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Western & Southern Financial Group
Jan 31st, 2024
Western & Southern, Fidelity Investments Offer New Approach To Protected Retirement Income

Western & Southern recently introduced IncomePoint - a new single-premium immediate annuity (SPIA) - within employer-based retirement plans administered by Fidelity Investments.

Business Wire
Jan 25th, 2024
Fidelity’S® Guaranteed Income Direct Solution Available Nationally, Enabling Employees To Convert Retirement Savings Into Lifetime Income

BOSTON--(BUSINESS WIRE)--Fidelity Investments®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement. Retirement preparedness is a source of financial stress for employees: 79% are worried they won’t have enough money to last their lifetime3, and 85% feel employers should take more responsibility in helping them prepare for retirement4. As such, guaranteed income solutions within workplace retirement plans have become increasingly popular. Fidelity research shows the number of retirees and pre-retirees deciding to stay in plan past their retirement date has continually increased over the past 10 years5, with 65% of participants expressing interest in having guaranteed income options in their workplace plans.6 For employers, the feelings are mutual: 81% of plan sponsors7 would prefer to give retirees the flexibility to stay in plan and withdraw assets throughout their retirement years. “A key challenge for employees as they transition from saving for retirement to living in retirement is ensuring there’s enough predictable income to cover essential expenses,” says Keri Dogan, senior vice president, Financial Wellness and Retirement Income Solutions at Fidelity. “Many people feel anxious about how to generate income in retirement and want to reduce the risk of outliving their assets

INACTIVE