Internship

MBA Leadership Development Program Internship

Confirmed live in the last 24 hours

Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and services

Financial Services

Cincinnati, OH, USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Management
Word/Pages/Docs
Marketing
Business Analytics
Excel/Numbers/Sheets

You match the following Western & Southern Financial Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Working toward Master's degree, preferably in accounting, finance, operations, economics, management/operations, marketing, or business analytics.
  • Proven business savvy with financial acumen
  • Demonstrated creative problem-solving skills
  • Competency in and a commitment to collaboration
  • A concentration in finance or management
  • Strong leadership and communication skills
  • Familiar with use and knowledge of spreadsheet (Excel) and word processing (MS Word) applications.
Responsibilities
  • LDP internships give candidates a realistic preview of life as a full-time LDP associate at Western & Southern Financial Group.
  • The internship lasts 10-12 weeks during the summer between years one and two of a student's MBA program.
  • LDP interns work on projects of the same magnitude as those assigned to LDP associates - giving them the same fast-paced, exciting opportunities.
  • As an LDP intern, you report to the senior officer of your assigned operation and meet with business unit heads throughout Western & Southern Financial Group.
  • Your summer assignment focuses on business deliverables for strategic initiatives within your assigned unit and culminates in a presentation to senior management.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group offers financial products and services aimed at simplifying complex financial concepts for its clients. The company focuses on middle-market clients, providing personalized, face-to-face consultations to understand their financial needs and goals. This approach allows them to create tailored financial solutions that stand out from competitors. Their long-standing reputation for financial stability, dating back to 1888, adds to their credibility. The company emphasizes a strong culture of teamwork, integrity, and respect, ensuring that both customers and associates receive excellent service. Their goal is to build lasting relationships based on trust and to deliver effective financial solutions.

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

  • Growing demand for personalized financial advice aligns with Western & Southern's service model.
  • Partnership with Fidelity enhances product offerings in the retirement income market.
  • Expansion of financial literacy programs supports Western & Southern's mission to simplify finance.

What critics are saying

  • Increased competition from Fidelity's Guaranteed Income Direct solution in the retirement market.
  • Exclusion from licensing in key states like New York limits market reach.
  • Reliance on face-to-face interactions may be challenged by digital financial service growth.

What makes Western & Southern Financial Group unique

  • Western & Southern offers personalized financial solutions through face-to-face client interactions.
  • The company has a long-standing reputation for financial stability since 1888.
  • Western & Southern collaborates with Fidelity Investments to offer innovative retirement income solutions.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

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.

U.S. 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

PR Newswire
Dec 12th, 2023
Touchstone Investments Launches Dynamic International Etf To Expand Global Exposure

The Touchstone Dynamic International ETF is Sub-advised by Los Angeles Capital ManagementCINCINNATI, Dec. 12, 2023 /PRNewswire/ -- Touchstone Investments, known for its Distinctively Active® mutual funds and exchange traded funds (ETFs), today announced the launch of the Touchstone Dynamic International ETF (TDI: NASDAQ), an actively-managed, fully-transparent ETF that seeks to invest in equity securities of non-U.S. companies domiciled in both developed and emerging markets, which began trading on December 11, 2023.In seeking to achieve its investment objective of capital appreciation, The Touchstone Dynamic International ETF is designed to offer investors a comprehensive framework of investments with broad international exposure. The strategy follows Los Angeles Capital Management's Dynamic Alpha Stock Selection Model®, an adaptive quantitative investment process that considers evolving market conditions and manages investment risk and alpha uncertainty, and weighs factors based on forward-looking expectations.Touchstone Investments launches dynamic international ETF to expand global exposure. Post thisTouchstone Investments' commitment to being Distinctively Active means executing a fully integrated and rigorous process for identifying and collaborating with best-in-class asset managers to sub-advise its funds. Like Touchstone's existing suite of ETF offerings, the Touchstone Dynamic International ETF offers potential for a more tax-efficient, cost competitive and transparent way to access Touchstone's investment strategies with no investment minimum."We are pleased to launch the Touchstone Dynamic International ETF in partnership with Los Angeles Capital Management given the team's unique investment process, designed to build equity portfolios that adapt to dynamic market conditions," said Blake Moore, president and chief executive officer of Touchstone Investments